How to Send a Survey

Sending your Survey to Respondents is the last step in creating a survey.

Before moving to the Survey Respondents section, you should have completed these sections under the Edit survey Page:

Once these sections are completed, click on the options below and follow the instructions to add respondents to your survey:

Under the Edit Survey page, click on the Add Survey Respondents section at the bottom of the page.
To add a respondent(s):
1. Enter the respondent name in the Search respondents field or
2. Click on the Filter icon to use the advanced filters
Select the respondent(s) from the search results by clicking on the box next to the Full Name.
Click Send Now.
A pop-up confirms that the survey has been sent.
Repeat this process now or later to add more respondents to the survey.

Under the Edit Survey page, click on the Add Survey Respondents section at the bottom of the page.
To add a respondent(s):
1. Enter the respondent’s name in the Search respondents field or
2. Click on the Filter icon to use the advanced filters
Select the respondent(s) from the search results by clicking on the box next to the Full Name.
Click Save Schedule.
A pop-up confirms that the survey has been scheduled (or sent if you are adding additional respondents after the survey is live).

Surveys scheduled based on date are sent using date field and intervals. However, you can still add respondents manually to send surveys.

Click on the Add Survey Respondents section at the bottom of the page.
To add a respondent(s):
1. Enter the respondent’s name in the Search respondents field or
2. Click on the Filter icon to use the advanced filters.
Select the respondent(s) from the search results by clicking on the box next to the Full Name.
Click Save.
A pop-up confirms that the survey has been scheduled (or sent if you are adding additional respondents after the survey is live).