Overview

An Onboarding Survey in Pear Suite is a simple way to gather information directly from community members and automatically create or update their profile in the platform. Instead of staff entering details manually, members can complete a short survey that captures their basic information and areas where they may need support.

For builders, this feature provides a structured entry point into services. For Community Health Workers (CHWs), it ensures the first conversation with a potential member starts with accurate information.

Onboarding Surveys can be shared in many ways, such as embedding the link on a website, turning it into a QR code for flyers, or distributing it at community events like health fairs. This flexibility helps organizations reach individuals who may not yet be enrolled but could benefit from support, expanding opportunities to connect with new members.

Creating an Onboarding Survey

In order to generate an Onboarding Survey, an Activity Template must first be created. Once the activity template is created, you can then upload it as an onboarding survey in your organization settings. 

Follow these steps to create an onboarding survey:

• Go to the Organization page.

• Scroll down to the Onboarding Survey(s) section.
• Select + Create.

• Choose the activity you want to connect.
• Enter a title for the survey. This is the title that the members will see.

• Click Update at the bottom of the page.

After you update, you can find the survey link in the Onboarding section. You can share this link directly or turn it into a QR code for flyers and other materials.

 

 

Managing Profile Fields in the Survey

Required Fields

When adding a member through an Onboarding survey, three fields are always required: First Name Last Name, and Phone Number. These fields are the minimum needed to create a member profile. These fields can also be used to reduce duplicate members in the platform. 

Under the Onboarding Survey(s) section of the Organization page, selecting the box labeled ‘If member already exists, update existing member instead of creating a new one’ will enable this setting. When enabled, if a member with the same first name, last name, and phone number already exists, their information will be updated rather than creating a duplicate profile.

Additionally, you can toggle which member profile fields appear in the onboarding survey and select whether they are Optional or Required.

1. Go to the Organization tab and open the General page.
2. In the Member Profile Settings section, look under Onboarding.
3. Choose whether each field is Hidden, Required, or Optional.
4. Click Update at the bottom of the page to save changes

Creating Automations in an Onboarding Survey

If you build an Activity Template using the Script format, the activity used as the onboarding survey can also include automated Answer Actions. Answer Actions are automated steps that trigger based on a member's response, such as assigning them to a group or scheduling another activity such as a follow-up.

For a deeper explanation and setup instructions, see the Automated Actions article.