Sending surveys from a pipeline stage

Last updated: August 6, 2026

You send a survey to a candidate or hiring manager from within a specific pipeline stage, using a Survey activity added to that stage's Interview Plan.

Use this to time surveys deliberately, for example sending a candidate survey right after an interview stage, or a hiring manager survey once someone reaches Hired.

Step 1: Add a survey activity to a stage

  1. Go to the job's Settings, then Interview Plan.

  2. Open the stage where you want to send the survey, and click Add survey.

  3. In the Details step, name the activity, choose the survey type (Candidate survey or HM survey), select the specific survey, and preview it.

  4. In the Email step, choose a template and compose the email that delivers the survey.

Step 2: Send the survey

Once the activity is on the stage, a Send survey button appears on the candidate's Current Stage card whenever they're in that stage. Click it to send.

Note: You can still send survey activities after a candidate reaches Hired, for post-hire feedback.