Creating a New Email List

SurveyMethods provides two types of mailing lists – basic email lists and advanced email lists. Basic email lists are simple lists of emails, with no other identifying information, while advanced email lists include an email address along with up to five custom field values. For more information on the two types, view our help articles […]

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Distribute Your Survey with a QR Code

The SurveyMethods launch wizard takes you through the email distribution or web URL launch methods. Once your survey is launched, SurveyMethods allows you to download a QR code that you can use for distributing your survey. A QR code is a 2-dimensional barcode that can be read by most smartphone cameras (e.g. iPhones) or QR […]

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Web URL Deployment

To launch your survey by web URL, click the launch icon () from the My Surveys page to be taken through the survey launch wizard. You will be taken to the launch menu and can choose to launch via email or to deploy the survey using a web URL. If you choose web URL deployment, […]

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Launch Your Survey by Email

To launch your survey by email, click the launch icon () from the My Surveys page to be taken through the survey launch wizard. You will be taken to the launch menu and can choose to launch via email or to deploy the survey using a web URL. When you choose to launch your survey […]

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Survey Launch Wizard

Once you’ve finished designing your survey and are ready to launch it, you can click the launch icon () from the My Surveys page to be taken through the survey launch wizard. You’ll first be asked to choose one of the two launch methods: Email Deployment Web URL Deployment These methods are not mutually exclusive […]

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Show/Hide Survey Page Titles

To hide page titles 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 page titles by checking the “Hide Survey Page Title” setting. […]

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View and Manage Calendar Events

Note: This section discusses managing your calendar events but does not cover creating events using the event question type or other features of using SurveyMethods for event management. For more information on these topics, see the help articles linked here. Once you’ve created one or more events in your survey you can manage them from […]

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Automatically Close Your Survey on a Date/Time

If you want your survey to automatically close on a certain date and time, you can configure it in SurveyMethods using the “Automatically Close Survey” feature. To access this feature, navigate to the survey settings by clicking the settings icon () on the My Surveys page for which you want to schedule the close. Then […]

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Survey Completion Options

With survey completion options, you can choose what respondents will see after they have finished taking your survey. You have two options available: Redirect respondents to a website of your choice. Display a customized message to respondents. To access the survey completion options setting, navigate to the settings menu by clicking the settings icon () […]

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Survey Welcome Greeting

SurveyMethods allows you to display a custom welcome greeting when a respondent visits your survey. The same greeting is displayed whether the survey is accessed through the web URL or the survey link in the launch email; however, if you use an advanced email list with custom fields you can choose to insert the custom […]

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