Steps

1. Go to the Survey Campaign page

   

2. Select Send personalised survey links via email

3. You arrive on the Send Survey To Contacts page

   

4. If Waves have been enabled on your Survey Campaign, you can choose which Wave to associate this sending of the survey with. This is optional. If Waves have not been enabled, you will not see the Waves dropdown list.

5. Set Expiry: by default the survey links generated from this page will expire once the contact has responded to the survey. However you can change the setting to “Remain active” if you want the contact to be able to post several responses to the survey over time without you needing to send them a new link

6. Add the survey recipients: this box lists the contacts within your project.

7. Anonymised: tick this box if you want the survey responses to be anonymised

8. Send all unique survey links manually: Select this option if you want to generate a list of Unique URLs for each Contact that you can copy & paste to send to them via your own methods.

   1. If you select this option, the options to add an Email Message and set Reminders will disappear

      

9. Select existing contacts: If you have enabled project Waiting Lists, Alumni Lists or Declined Lists, you can filter the contacts that are displayed according to which project state they are in.

   1. If you select a Contact who does not have an email address, you will be prompted to add one.

   2. However if Send all survey links manually has been turned on, you will not be prompted to add an email address for contacts that do not have one already.

10. Once you add contacts in the Select existing contacts box, they appear within the Survey distribution list box

11. Add survey recipients: use this to type in Email Addresses that you want to send the survey to quickly without the need to first create Contact records for each survey recipient.

12. Add an additional message: By default the message that contacts receive will simply refer to their Unique Survey Link. Add an additional message that goes above this default message.

13. Add Reminders

    1. you can add multiple reminder messages

    2. choose how many days after the Original Message being sent that the reminders should be sent

    3. Press the Add Another Reminder button to add more reminders

14. Press Send Surveys

15. If you have enabled Send all survey links manually, after pressing Send, you arrive on the Unique Survey Links page for this Survey Campaign

    

    1. On this page you can copy the URL for each contact

Return to the Unique Survey Links page

1. Go to the Survey Campaign page

2. In the More Options dropdown menu select Unique Survey Links

Shortcut:

• Select My Apps in top menu, select the project, select Unique Survey Links