Event Planning Follow-Ups for Offsite Surveys
Schedule a follow-up for employees who miss an offsite announcement or haven't completed the survey, using Slack, Teams, or SMS as the selected channel. The responses give your planning team attendance, t-shirt, hotel, and travel details before the signup deadline.
Auto follow-ups can support newsletters and important organizational announcements. Customers often say employees don't know what's going on because they completely missed the message.
Why Do Employees Miss Important Offsite Messages?
Employees miss important updates when the original email falls into their junk or Other folder. That can mean forgetting to sign up for an offsite, missing a deadline, or never seeing the t-shirt size survey.
A single scheduled follow-up gives that message another route through Slack, Teams, or SMS. For newsletters and organizational announcements, ChangeEngine can use an unopened email to trigger the follow-up through the selected channel.
What Information Should an Offsite Survey Collect?
An offsite survey needs to identify who is attending and collect the details required to plan rooms, travel, and t-shirts. Without completed responses, someone can be left out because you didn't book enough rooms or arrange their travel.
You can also ask for t-shirt sizes and whether someone is local and doesn't need a hotel. Surveys & Listening Intelligence captures those responses, giving people operations managers and office admins the information they need before booking. Planning an offsite is one of the most challenging times of the year for these teams.
One Scheduled Follow-Up Brings Answers In on Time
ChangeEngine can target the survey follow-up to non-responders so answers arrive before the deadline. The setup shown in the video above schedules the message five days after each recipient receives the original communication, using the recipient's local time. If the original send date changes, the follow-up shifts by the same defined period.
That gives employees who need to sign up a clear reminder while letting the planning team collect attendance and logistics details in time. The survey closes with the information needed to book rooms, arrange travel, and order the right t-shirt sizes.
Frequently asked questions
How can an automatic follow-up help with offsite planning?
An automatic follow-up reaches employees who missed the original announcement or haven't completed the survey. It can go through Slack, Teams, or SMS, helping the planning team collect attendance, t-shirt size, hotel, and travel information before the deadline instead of chasing each response by hand.
What should an offsite survey ask employees?
Ask whether employees need to attend, their t-shirt size, whether they are local, and whether they need a hotel or travel booked. Those responses help a people operations manager or office admin reserve enough rooms, arrange travel for confirmed attendees, and avoid leaving someone out.
How is the survey follow-up scheduled in ChangeEngine?
The setup shown targets non-responders and schedules the follow-up five days after each person receives the original communication. It uses the recipient's local time. If the send date of the original message changes, the follow-up shifts with it by the period defined in the schedule.
