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. Before you launch your survey, you will […]

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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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Show/Hide Survey Page Numbers

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

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Show/Hide Question Numbers in Your Survey

To hide question numbers 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 question numbers by checking the “Hide Question Numbers” setting. Note […]

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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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Setting Up Automatic Reminders for Your Survey

To schedule automatic reminders for your survey invitees, navigate to the survey settings menu by clicking the settings icon () from the My Surveys page. Then click Set Up Automatic Reminders under Survey Communication Properties. To schedule your first reminder, click Create. The wizard will walk you through the remaining steps: Set the date, time […]

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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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Survey Invitation Email

When you distribute your survey by email, the email received by respondents will contain a unique URL to access the survey. You can customize the invitation email in two places in the application: From the survey settings menu (on the My Survey page, click the settings icon for the survey you want to customize – […]

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