Distributing a Survey
From qualtrics
There are several methods of distribution. Each survey can be distributed using multiple methods.
Contents |
Survey distribution basics
(not available for all accounts)
There are several methods of distribution. Your study must be activated in order to collect responses. To activate, click “Launch Survey” icon, “Distribute Survey” Tab, or if in My Surveys, the “Send” icon next to your survey.
- Copy the survey link and send manually through your own email account
- Every person will receive the same link, and responses will remain anonymous.
- Send the survey through the Qualtrics Survey Mailer/Panel
- Click the “Email Survey” icon in the Distribute Survey tab.
- An individual link is generated for each person by default (see “Advanced Options” to change link type).
- Emails can be sent to large panels or to individuals.
- Responses are tracked, as well as a history of sent invitation and reminder emails.
- Survey can pop-up or be embedded in a website
Manual distribution with generic survey link
- This method collects all responses anonymously
- Copy the survey link and send manually through any email account
- Activate your survey to collect responses
- Be certain to copy the link in the yellow box and not what appears in the URL web address at the top of the page
- Every person will receive the same link
- To generate HTML with a customized label for the link, select “custom link” at the bottom right of the yellow box
- Type the text you would like to represent the link
- Copy and paste the generated HTML code
Survey distribution through the Qualtrics Survey Mailer mailer/panel
When using the Survey Mailer, individualized links can be sent to respondents. Responses can be tracked. Reminder emails can be sent to panelists who have not yet responded and a Mail history will document when invitation emails and reminder emails were sent.
- From the Distribute Survey tab, click “Email Survey”
- The Survey Mailer will appear
- Choose what time/day to send the email
- Choose your recipient (s)
- Emails can be sent to pre-specified panels or a sample of that panel (see Panels)
- Emails can be sent to individuals from a panel or individual email addresses
- Create your message or select a message from the library.
- When you create a message, you must label the message and choose a library to save the message to.
- By default, an individual link is generated for each person if surveys are sent through the survey mailer. Respondents can only access and begin the survey once. After that, they will get the message that their “survey responses have been recorded.”
- It is possible to allow multiple completions per individual link if you choose “Multiple Completes Per Link” under “advanced options” of the survey mailer
- Tracking of responses through the mailer
Mail history
This section shows you the following:
- The history of recipients of mailings for your survey
- Statistics on whether the email addresses were valid
- Whether the surveys have been started/finished
- Allows you to send follow-up emails such as Reminder or Thank You
Survey can pop up on a website
After clicking on the “In-Page Popup” icon, click “Add Popup to my Website" to retrieve HTML code.
Survey can be embedded in a website
After clicking on the “Embedded Survey” icon, click “Embed Survey Into My Website" to retrieve HTML code.
Website feedback
After clicking on the “Website Feedback” icon, click “Add Feedback Link To My Website " to retrieve HTML code.
Survey Director
The survey director simplifies survey distribution by using one static link to distribute several different surveys.
- Choose which survey a respondent will see based on quotas (e.g., after 500 responses, go to next survey)
- Counterbalance surveys (e.g., alternate between survey A and survey B)
- Choose which survey is presented based on date, day, or time (e.g., Survey A on Mondays, Survey B on Tuesdays)
