Survey Automation: Who Receives What and When

Last updated: July 23, 2025

If you're seeing unexpected survey results or wondering why certain caregivers are receiving surveys outside of the intended timeline, this guide explains how survey automation works in Zingage.

🧠 How Survey Eligibility Is Determined

Zingage uses your agency’s data and your Zingage set up to determine which caregivers receive which surveys. Triggers can include:

  • Hire date

  • Onboarding completion

  • Employee Group

  • Custom rules set by the owner of the survey during building like the trigger and cadence

Each survey has its own logic and schedule.

🔁 Common Scenarios

Problem

What Might Be Happening

Longtime caregiver received onboarding survey

Their hire date may be incorrect or not synced properly

Caregiver never received the survey

Most likely, the selected employee group for the survey does not have this caregiver as a member.

Survey is not closing

Most likely there was no expiration timeline selected for the survey.

Survey has not shown up in a while

Most likely the chosen cadence. Surveys can be set to trigger monthly, quarterly, yearly, or triggered by a specific event like hiring