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 […]

Read More

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 […]

Read More

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 […]

Read More

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 () […]

Read More

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 […]

Read More

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 – […]

Read More

Publish Survey Results Online

With SurveyMethods, you can share your real-time survey results online. You can share your survey results with coworkers, customers, clients, stakeholders, or anyone else you wish to share them with. You can choose whether to share the results summary report only or the summary and the individual results reports, or you can share any of […]

Read More

Web Launch: Single Take Per Unique Value

The Web Launch: Single Take Per Unique Value setting restricts the survey to only one response per unique Custom Field 1 value. This feature is useful for integrating surveys into a 3rd party environment where only one response is allowed for a certain unique value (such as help desk Ticket ID, CRM event ID, etc). […]

Read More

Allow Single/Multiple Responses and Activate Save & Resume

With SurveyMethods, you can choose whether your respondents can respond to your survey once or more than once, as well as control whether they can save a custom URL to resume their survey later. Allow Single/Multiple Responses When you launch your survey, regardless of whether you choose email launch or web URL launch, you will […]

Read More