DEX / Deployments

How to Launch a Deployment

Send a survey to the right employees for a defined window, track who responded, nudge the rest, and compare results to last quarter.

Real-world scenario

Priya Mehta · People Ops Lead at Bluewave Labs

Q2 engagement survey goes live Monday. Priya targets the All Employees folder, schedules reminders for day 7 and day 12, and needs 70% completion before the leadership offsite, not a spreadsheet chase.

Before you begin

  • A published survey ready to send
  • Employee folders with up-to-date membership
  • DEX admin or deployment manager access

Overview

A deployment is a timed send of a survey to a specific audience. Unlike a one-off share link, deployments create individual respondents from folder members, track completion per person, and support scheduled reminders. This is how Priya runs Bluewave Labs' quarterly engagement survey to all 200 employees.

Q2 engagement deployment

Survey: Bluewave Q2 Engagement Pulse
Folder: All Employees (198 members)
Window: Jun 9 – Jun 23 · Reminders: Jun 16 and Jun 21 · Goal: 70% completion

Create a deployment

  1. 1

    Open DEX → Deployments

    Review past campaigns and their completion rates before creating a new one.

  2. 2

    Click Create Deployment

    Pick the published survey you want to send, e.g. your Q2 engagement pulse.

  3. 3

    Choose target folders

    Select one or more employee folders. Only current folder members receive invitations.

  4. 4

    Set start and end dates

    Schedule a future launch for Monday 9am, or start immediately. Two weeks is a common window for company-wide pulses.

  5. 5

    Configure reminders

    Add mid-campaign nudges for people who haven't responded. WorkVerge sends email and in-app alerts per your org notification settings.

  6. 6

    Launch and monitor

    Each respondent gets a unique link. Track sent, opened, and completed counts on the deployment detail page.

Audience targeting

Target one or more Folders. Folder membership determines who gets invited, update folders before launch if you added new hires or changed departments.

For department-specific slices, create folders like Engineering or GTM and deploy separately. You'll compare response rates in Analytics without mixing audiences in one export.

Sync before launch

If HRIS sync runs overnight, confirm folder counts on Friday before a Monday launch. A missing folder member means no survey link.

Monitor progress

The deployment detail view shows real-time sent, opened, and completed counts. When you have enough responses:

Low response rate?

Set a DEX automation to notify Priya when completion drops below 50% mid-campaign, see DEX Automations.

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