Surveys can be sent out in two ways. For either method, all records must have an Email Address recorded before they can receive a survey.

1. Surveys can be sent manually to specific Learner, Applicant or Contact records, as explained on this page. These records must also have a PICSWeb user account, as explained in the links below.

2. Surveys can be sent automatically to multiple records that meet the criteria you define, as explained in Automations in the Survey Summary. For records with an email address but not a PICSWeb user account:

   • Learner or Applicant records - the automation process will create an account automatically when the automation is run.

   • Contact records - the automation process will not create user accounts. Accounts must be added as explained in the link below.

You do not need to pass user account login details to the learner/applicant/contact for them to be able to complete surveys as the survey request link sent from PICSWeb will grant them access.

If you are licensed for PICSWeb Portfolio, the same account will be used for Learner Logins and Contact Logins. You will need to confirm access for those areas separately.