Send candidate survey
Send a survey link to one or more candidates — pick the survey, edit the prefilled invitation email, send. Each candidate gets a unique link tied to their own response.
Send a survey link to the candidate — they fill it out at their own pace. The drawer picks the survey, prefills the invitation from the survey email template and lets you edit it — per language, if your organization has several — before sending.
When to use this
Surveys are good for structured info-gathering — anything that fits a form better than free conversation:
- Pre-interview screening questions (work authorization, target salary, availability).
- Post-interview feedback from the candidate.
- Skill self-assessments.
- Reference / consent collection.
How to open it
- Find the candidate on the kanban.
- Open the applicant menu (or check several cards for bulk send).
- Pick Send survey. The sidebar slides in from the right.
What you fill in
| Field | What it does |
|---|---|
| Candidate(s) | Read-only badges — the recipients. Multi-select is supported. |
| Survey | Dropdown of candidate surveys configured at your organization. The first one is pre-selected when you open the drawer. |
| Subject | Invitation subject — prefilled from the system “survey” email template; editable. Your edits apply to this send only; the template is unchanged. |
| Content | Invitation body — prefilled from the same template; editable. Type $ to insert a variable, replaced when the email is sent. There is no attachment picker on this email. |
Language tabs. If your organization supports several languages, one tab per language sits above the subject — fill in each version you want to send. Each candidate receives the version matching their preferred language; a candidate with no preferred language on file receives every version, one after the other. When every selected candidate has a known language, the tabs are narrowed to those languages and a notice above the editor says so. Organizations with a single language see one editor and no tabs.
What happens when you click Send
For each candidate, the system creates a survey response shelf (a placeholder for their answers) and sends the invitation as you left it, in the candidate’s language, containing a unique link to the survey. If a send is refused, a red notification says so. The candidate clicks the link, fills the form, submits — and you see the responses on their profile.
One link per candidate; links are personal and tied to that one survey response.
Who can do what
| What you want to do | What you need |
|---|---|
| Send a survey | Edit access to candidates and read access to surveys |
| Read survey responses | Read access to the candidate |
| Create or edit surveys | Administrator on the surveys page |
Tips
- Keep surveys short. Completion rates drop fast past 10 questions; 5 questions is the sweet spot for pre-screening.
- Reuse surveys across jobs. A “work authorization + salary range” pre-screen survey covers most roles.
- Bulk send = one personal link per candidate. Don’t share a single link manually — that wouldn’t track per-candidate.
- Edits are per send. To change the invitation for everyone, ask an administrator to edit the survey email template.
- If you can’t wait for the candidate, see Fill candidate survey on behalf for filling it out yourself during a phone screen.