An Onboarding Survey in Pear Suite is a streamlined tool used to gather information directly from community members, automatically creating or updating their profile within the platform. By distributing these surveys via web links or QR codes, organizations can capture basic demographics and identified needs before the first official staff interaction, reducing manual data entry and ensuring Community Health Workers (CHWs) begin conversations with accurate member data.

Step 1 – Create the onboarding survey

1. Ensure an Activity Template has already been created for use as the survey
2. Navigate to the Organization page from the main menu
3. Scroll down to the Onboarding Survey(s) section and select + Create
4. Choose the relevant Activity Template from the dropdown menu
5. Enter a Survey Title—this is the name members will see when they open the link
6. Click Create Onboarding Survey
7. Scroll to the bottom of the Organization page and click Update to save the configuration

Step 2 – Configure profile field visibility

1. Navigate to the Member Profile Settings section on the Organization page
2. Locate the Onboarding column in the settings table
3. For each specific field (e.g., Gender, Date of Birth, Ethnicity), select the desired visibility:
   • Hidden: The field will not appear in the onboarding survey
   • Required: The member must complete this field to submit the survey
   • Optional: The field appears, but the member can skip it
4. Click Update at the bottom of the page to save these visibility settings

Step 3 – Manage duplicate prevention

1. Return to the Onboarding Survey(s) section on the Organization page
2. To prevent multiple profiles for the same individual, locate the duplicate settings checkbox
3. Select If member already exists, update existing member instead of creating a new one
   • Note: The platform uses First Name, Last Name, and Phone Number as the unique identifiers to match existing profiles
4. Click Update to finalize the setting

Step 4 – Distribute the survey link

1. Locate your survey in the Onboarding Survey(s) list after clicking Update
2. Click Copy Link to save the survey URL to your clipboard
3. Share the link through your preferred outreach methods:
   • Embed the link directly on your organization's website
   • Convert the link into a QR code for use on physical flyers or event materials
   • Send the link via SMS or email for digital outreach

Automated Actions in Surveys

If the Activity Template used for your survey is built in the Script format, you can include Answer Actions. These are automated triggers that occur instantly based on a member's response, such as automatically assigning the member to a specific group or scheduling a follow-up activity based on an indicated need.