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You have two options when sending survey links to either contacts or perspective providers:

  • Send links via Email

  • Send links via Manually

Send via Email

Send links Manually

How does the person receive the survey link?

They receive the link in their Email Inbox

They receive the link through whichever form of communication you choose to send them their unique link. E.g. SMS, WhatsApp, a letter, etc.

Do we need the contact’s email address to be able to send them a unique survey link

Yes

No

Can we add a message that contacts see when they receive the invitation to complete the survey

Yes

No

Can the system send the contact reminder messages if they have not completed the survey within a given timeframe?

Yes

No

Can we send the contact their unique survey link in another way, e.g. via SMS, WhatsApp, in an email from a personal inbox?

Yes

Yes

Can we track whether each individual contact has completed the survey

Yes

Yes

Will the survey response be automatically linked to the contact

Yes

(if using Identifiable Mode)

Yes

(if using Identifiable Mode)

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