Distributing a Survey

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What’s on this page?

1. Creating a Campaign
2. Survey Links
3. Campaign Settings
4. Quotas
5. Pausing and Closing a Campaign

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Creating a Campaign

To distribute your survey to respondents, you’ll first need to create a Campaign within your project. A campaign is a way to group together respondents/responses; each campaign has a unique survey link, quotas, language, and outreach method. You can also use separate campaigns for various waves of a survey. To create a campaign, navigate to the Distribute tab in the side navigation menu. Click on the “New Campaign” button in the top right corner of the page to create a new campaign. Depending on your account settings, you may see some options showing the various types of campaigns you can create: Email or SMS Send survey invitations to your contacts in bulk via email or SMS, in conjunction with SightX’s Communities feature. You can filter sends based on community profiling data and previous survey engagements, send reminders, and easily send to additional contacts within your community. If you do not see this option in your account and are interested in utilizing our bulk-send capabilities, contact your SightX rep. Check out this article for a deep dive on how to distribute surveys via email/SMS campaigns. Online panel Distribute your survey to millions of vetted people worldwide. SightX’s partnership with RepData’s Research Desk sampling platform allows you to connect with virtually any audience. For an in-depth guide on distributing to online panels, check out this article. Survey link Get a survey link or QR code to distribute yourself.

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Survey Link Campaigns

To obtain your survey links, navigate to the Links page using the left hand navigation menu. Here, you’ll see a Test link, a Public link , a Public QR code, and an Administration Mode link. Test Link: The test link allows you to test the survey flow without recording responses in the project. Public Link: Responses captured using the public link will appear in the project analysis. After a respondent submits their survey answers, they’ll be shown a “Thank You” page and the survey will close out. Public QR Code: QR codes are images that direct people to websites (such as a SightX survey) when they aim their smartphone camera at the image. A QR code is useful for distributing a survey through non-digital means such as on a poster for people exiting an event. Administration Mode: Responses captured using the administration mode link will appear in the project analysis. After a respondent submits their survey answers, they’ll be shown a “Thank You” page and the survey will reload from the beginning. This is useful for surveys administered in-person using a single device for many survey-takers. Important note: When using administration mode, ensure that Single Use Link is toggled to “off” in the campaign settings. Initially, all of the live survey links will be disabled until the campaign is launched. You should use the Test Link for all testing until you’re done making edits to the survey and are ready to record live response data. To launch your campaign and access the live survey links, change the campaign status from “Draft” to “Launch” using the button in the campaign header. Important note: Once you launch your campaign, you’ll be prompted to confirm before you make any changes in the survey Build section. Some survey changes cannot be made after launch including changing a question type, linking an audience, or randomizing the order that questions take place in on a page.

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Campaign Settings

On the settings page, you can rename your campaign, or make other configurations changes. If you make any changes, be sure to click theSave button in the top right corner. Helpful Hint: Be cautious using the Campaign Expiration setting. If you set an expiration date for your campaign, respondents won’t be able to enter the survey after that date and time, and your survey will stop collecting data.

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Quotas

To set a limit on the number of responses you want in your survey, or to set limits on respondents from particular groups based on their answers to survey questions, you’ll need to set up Quotas. First, navigate to the Quotas page in the left navigation menu. You’ll see a space at the top of the page to enter the total number of respondents you want to participate in your survey, called the Overall Quota. After you enter the number of respondents you’re looking for, you’ll be able to set limits on respondents based on their answers to questions in the survey. To set a quota on a question, find the question you want to set quotas on in the dropdown, and click “Add quotas”. You can then enter the percentages or nominal quotas for each group of respondents by toggling between the “Percentage” and “Quantity” options at the top of the page. You can also toggle between “Exact” and “Range” quotas. Exact quotas allow you to set an exact number of respondents you want from each group, while Range quotas allow you to set a minimum or maximum number of respondents you’re looking for from each group. When your survey is in field and a quota has been filled, respondents from that group will no longer be able to enter the survey. When the overall quota has been met, no respondents will be able to enter. You can update your quotas any time during fielding. To learn more about quotas and nested quotas, click here.

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Pausing and Closing a Campaign

While a campaign’s status is “Live”, respondents can access the survey. If you want to pause access to the survey, you can pause the campaign by changing the campaign status in the header of the campaign page. If you want to permanently close a campaign, change the status to “Close”. Closing a campaign cannot be reversed and will permanently disable the survey link associated with that campaign. However, if you’ve closed a campaign and want to reopen the survey, you can create a new campaign within the project and use that survey link instead. When you’ve completed your response gathering and are ready to start reviewing your survey data, click here to learn the basics of analyzing data in SightX!