Now that you have all of your questions developed for your survey, the next step is to configure how you would like your survey to be sent.

From your survey, you can click on the Survey Settings tab to get started:

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Here we have five main options for sending out your survey and scheduling its delivery:

  • Notify users at a specific time
  • Decide who should receive the survey
  • Assign a deadline to collect responses up until
  • Decide whether user responses stay anonymous or not (note: you cannot change this setting once responses have been collected).
  • Review the Survey Notification Email your users will receive

Notifying users at a specific time allows you to prompt them to complete the survey either:

  • At a specific date
  • After being matched for a certain length of time
  • After completing registration
  • When a match ends

Note: If you would like to use a trigger for 'After a session is completed' please refer to Monitor Health > Session Feedback to modify your post-session feedback surveys: Session Feedback.

As an example, let's say I know my program is going to run for roughly a year, so it would make sense for me to send this mid-program check-in survey about 6 months after my users have been matched together.

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Alternatively, you can also leave this set to Never if you would like to share your survey manually each time at your own cadence. This will generate a link under the Never option for you to share with your users:

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Next, you will want to decide who receives your survey within your program. Here you have two options, you can either send the survey out to only matched participants, only unpaired participants, or both groups:

Note: selecting between matched and unpaired recipients is only available when you choose to send your survey at a specific date.

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If you would like to keep each of your respondent's responses anonymous from yourself and your admin team, you may enable the Anonymous option. This will ensure that responses are not tied to a name or a user's contact info.

Please note that you cannot change this setting once responses have begun to be collected:

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Once you have saved your changes, you may also review the email notification your users will receive by clicking on the Preview Email button:

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Note: You can edit the survey email template for each individual survey you set up: Customizing and Testing Emails.

Once you have your survey scheduled how you would like, you can go ahead and click the blue Save button in the bottom right-hand corner.

When you save your survey after creating your schedule, you will see a popup confirming you would like to save changes made to your survey. To confirm this, click the Save button one final time in this prompt:

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You are now ready to send your survey! Go ahead and click the Turn On button on the top-right-hand side of the page to make this survey available to your users:

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Note: You can always Turn Off your survey once you have finished collecting responses.

That's it for sending your survey! Head over to our next article to explore the results of your survey.


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