How to Send Your Survey

Article author
Keagan McMahon
  • Updated

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 Send Survey tab to get started:

send_survey_tab.png

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 paired for a certain length of time

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 paired together.

notify_users_option.png

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 at the bottom of the page for you to share with your users:

share_link_-_no_specific_time.png

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 paired participants, only unpaired participants, or both groups:

Cursor_and_Together_Software_-_Together_Mentorship_Platform.png

After you have chosen who should receive this survey, you can then set a deadline:

survey_deadline.png

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:

anon_responses_survey.png

You may also review the email notification your users will receive by clicking on the Survey Notification Email bar:

review_survey_notif_email.png

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:

save_survey_now.png

When you save your survey after creating your schedule, you will see a popup confirming you would like your survey to begin being sent out based on your new scheduling criteria. To confirm this, click the Save button one final time in this prompt:

save_survey_confirmation.png

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

 

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