Customize Survey Button, Instruction, and Help Texts

If you want to customize any of the button, instruction or help texts on your surveys in SurveyMethods, you can do so with SurveyMethods’ Language Packs feature. The built-in language packs allow you to change the language but you can also create custom language packs allowing you to customize the English (or any other language) […]

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Exporting Data as Numerical Values to Upload to Statistical Software

When you export your data to Excel, you can export the actual data or you can choose to export your data as numerical values. When you choose the Export Numerical Data option, the system converts answer options to numerical values. This concept is best explained with an example. Our sample survey contained this question: Exporting […]

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Manually Close Survey or Reopen Previously Launched Survey

You can toggle the status of your survey between Closed and Live by using the link in the Status column of the My Surveys page: Note that Closed surveys can only be taken Live if they have previously been launched at least once. Any Live survey can be toggled to Closed but you will be […]

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Integrating SurveyMethods with Third Party Applications Using Zapier

SurveyMethods integrates with over 1,000 web applications including Salesforce, MailChimp, Freshdesk, and Gmail using Zapier so you can automate tasks and ensure seamless data flow across multiple applications. These integrations offer an efficient and cost-effective solution to connect SurveyMethods to all your stakeholders across applications. Use these integrations to organize and simplify your business processes. To find […]

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SurveyMethods API Documentation

You can find complete information on the SurveyMethods API, including links to the SurveyMethods API documentation, by visiting https://surveymethods.com/integrations/api/.

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Sending Reminders for Your Survey

If you’ve launched your survey using email deployment, you can send reminders to respondents who have not responded or partially completed the survey. You can manually send reminders or you can schedule automatic reminders to go out on a certain date and time. We’ll cover both methods below. Sending Manual Reminders To send a manual […]

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Show/Hide Survey Title

To hide the survey title in your survey, navigate to the settings menu by clicking the settings icon () on the survey you wish to modify, and then choose “Edit Navigation and Numbering Properties” on the top right side of the settings menu. You can hide the survey title by checking the “Hide Survey Title” […]

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