Sending and creating custom 1-to-1s
1. Navigate to Performance in the menu, and either select a recipient for 1-to-1 or click ‘Actions’ then ‘Schedule 1-to-1’ to create before sending
If you have selected the individual click ‘Schedule next 1-to-1’
2. Select date and time
3. For recurring 1-to-1’s, click Make Recurring and choose frequency from the drop down menu
4. Select a topic
5. Either choose a pre-built template or choose custom to create your own
6. Add Topic Name, and choose when to Activate 1-to-1 Access (Immediately, 1-3-7 Days Prior)
7. Populate your custom question, select Answer type, and Allow ratings (out of 5)
8. To add more questions, +Add Custom Question and repeat Step 7
Populate question and choose Answer type
9. Save Template, choose who can access a Topic (Only me or Organization wide), and Save 1-to-1
10. Your Custom 1-to-1 Template will now appear in the drop down menu within Topics
11. Admins can Manage Topics by navigating to Performance, Actions, Manage Topics
12. Admins can delete Custom 1-to-1’s Topics under Actions by choosing Delete
