Configure Wellness Check Survey Authentication

To ensure survey responses come from the intended recipients, you can require recipients to authenticate to access the survey. When you require survey authentication, recipients click the link in the survey email they receive and are prompted to authenticate before they can access the survey. By default, surveys don't require authentication, but you can choose to add the authentication requirement when you send or schedule a survey.

When you require authentication, you can send a survey only to recipients who are configured to respond with their Salesforce credentials.

• Each recipient must be represented by both an employee record and an associated user record in the Salesforce org. To learn about how you can provision user records for employees, see Automatically Sync Employee and User Records.
• Each recipient must have an email address defined in their employee record.
• Each employee's user must be a member of the Wellness Check Experience Cloud site, and the site must be activated. The Wellness Check site is created in your org when you follow our recommended setup process. If the site isn't activated, see Activate Wellness Check Experience Cloud Site.

When you send or schedule a survey that requires authentication, the number of total recipients shown reflects the number who meet all the requirements. Look for warnings that alert you to problems with the other intended recipients and how many individuals are impacted.

Note If you require authentication to access a survey scheduled to be sent out multiple times, recipients must authenticate each time they respond to the survey. If you later edit a survey schedule to add or remove the authentication requirement, the change only applies to surveys sent after you save the change to the schedule.

• Configure Internal Users for Wellness Check Survey Authentication
  In the Wellness Check Experience Cloud site, internal users are employees with full Salesforce licensing capabilities. If you plan to require survey recipients to authenticate to access the survey, configure internal users to respond with their credentials.
• Configure External Users for Wellness Check Survey Authentication
  In the Wellness Check site, external users are users with Community, Customer Portal, External Identity, or partner portal licenses. If you plan to require survey recipients to authenticate to access the survey, configure external users to respond with their credentials.