Your Baseline Survey Launch Checklist

Branding

Your company logo is added
Your branding colors are added

Required Messages are added into CFT

Initial Survey Invitation Message
Survey Reminder Message
Thank You Message

IT Setup

DNS Records are in place (SPF, DKIM, MX, and CNAME)

Single Sign On is set up (optional)

Recipient List

Recipient List is finalized (complete with sender information, contact information, and metadata information)

Survey Question Template

Questions are finalized

Communication

Internal communication has been sent to Staff

External “heads up” communication has been sent to Clients

Survey Schedule Dates

Your survey launch, reminder, and close dates have been agreed upon

Training

“How to Review and Follow-Up to Feedback” Training is scheduled with those who will be survey “senders” on the baseline

Users & Notifications

All users are added

All users are assigned to their proper CFT Role for data access purposes

Email alert settings are configured as desired

Testing

You have approved test surveys of what your clients will experience on launch day

Before we launch your Baseline survey, it’s important to run through some final checks to make sure we are set up for success.