Add survey

To add a survey, click on ‘Add survey’ in the toolbar. You will see a new screen with several fields.

Ascription

Enter the internal name of the survey. This is the name you use for the survey for your own reference.

Above survey

The text you enter here will be displayed above the survey. Enter the title of the survey. If you do not enter a title, the ‘internal name’ will be used as a title. You can write additional information, e.g. an introduction of instructions in ‘content’.

Under survey

The text you enter here will be displayed after submission of the survey. Enter the title of the screen and the content of the message.

E-mail invitation

Here you can write the title and content of your invitation e-mail. You can personalize your invitation by entering {NAME} where the name of the participant should be displayed. To make a link to the survey, type {LINK}.

Automatic reminder

If you want to automatically send reminders to persons who did not fill out the survey yet, here you can enter the title and the content of that e-mail.

Other

Here you can make several other settings for the survey.

• Is this survey freely accessible? – You have two options: ‘No, an invitation is required to access the survey’ and ‘Yes, this survey is freely accessible’. If you choose ‘No’, you can only view the survey by inviting yourself to participate. If you choose ‘Yes’, you can always view the survey. You can change this option at any moment. We recommend choosing ‘Yes’ for as long as you are working on the survey, even if you want to send out invitations when it is ready.
• E-mail reminder after – Here you can indicate when you want to send a reminder to the participants who did not fill out the survey yet. Indicate in how many days you want to send the reminder. If you want to send multiple reminders, place a comma between the number of days. For example ‘7,14’ if you want to send the first reminder in 7 days and the second in 14 days.

If you change or set up reminders during the course of the survey, this only applies to new participants. To send reminders to unanswered invitations, select ‘Also remind previous unanswered invitations’.