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New Idea

PX: Engagement Scheduler for Yearly Surveys

Related products:PX Engagements
  • January 21, 2026
  • 0 replies
  • 11 views

ariveral

Hi Team,

I wanted to raise a feature request that would really streamline our annual survey operations. Right now, each yearly survey has to be manually rescheduled for the following year. Since our surveys rely on specific date‑based rules (e.g., “Last seen between Aug 1–31” or “Last seen between Feb 1–28”), we need to recreate these windows again every cycle which becomes repetitive and easy to miss as we scale.

Proposed enhancement:
Add a “Launch Annually” checkbox/toggle in the survey settings.
When enabled, the system would automatically:

  • Recreate the engagement’s date‑based rules for the same period next year
  • Preserve all other engagement settings
  • Set the new schedule without manual intervention

Benefits:

  • No more rebuilding date filters every single year
  • Reduces risk of surveys launching late or being forgotten
  • Saves time and ensures consistency across all recurring survey program

Thank you!