Page tree
Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 88 Next »

This page contains the description of all of the possible Form/Survey distribution methods which can be found on the Launch page.

If you are looking for a way how to launch your Form/Survey, please select it on the main page and click the Launch button:

 
Launch button can also be found on the ribbon toolbar of the Form/Survey Edit page. On the Launch page you may find your form/survey general URL, select the preferred distribution method, and set form/survey availability settings:


The Master Link is a generic link at which your form/survey is available. To submit a response, copy this link and paste it in your browser url bar, or scan its QR code:

The link can be forwarded to respondents and allows submitting multiple responses. As this is the general link, the responses will be anonymous unless you add some questions to your form/survey, which will help you identify the respondents (for example, Name, Email, etc.).

 You may choose one of the following options available for Master link:

  • Secure URL is the default link option, which uses Secure connection. You can forward it to respondents by various means: by email from your mail client, you can embed it as a link on your website or you can print it on postcards or receipts and ask the respondents to enter the link into a browser to access the survey.

  • Short Link is a version of the Master URL with an alternative domain name. When you select this option, a domain name in the link is replaced with kslink.me / eflink.me domain.
  • Custom is an advanced option. You can select this option if you wish to mask the domain name with your own custom one. Respondents will see a link with your custom domain and when they click on the link, they will be redirected to the Short Link. For instructions on how to generate a custom URL, please consult Customize URL help chapter.
  • In the release of version 8.20 of our application, Master Link options were changed. For the detailed list of modifications applied, please visit the v8.20 Changelog page.
  • If you decide to distribute your form/survey using Send email invitation with individual Survey links method, the general Master Link should not be inserted into the Invitation Email. Launch by Email will automatically generate a unique link for each respondent.

Form/Survey availability settings

  • Set Start and End Dates Select the time range you want the survey link to be accessible. Please note, that the application uses EST time zone by default, so if you need to convert your local time to EST, please refer to the Time Zones help chapter.
  • Send alert when the Survey expires Activate this option if you want to be notified before the Form/Survey becomes expired. Click Edit Email to compose your alert message.Bear in mind that alert will be sent at midnight prior to expiration.
  • The Set response limit feature automatically closes the Form/Survey after it collects the specified amount of completed responses.

Distribution Methods

 

The Form/Survey Launch page contains the following distribution methods:

  • Publish to the User Portal and Mobile App This option allows you to publish the survey on Participant Portal. For more details consult the Publish on Participant Portal help chapter.
  • Send email invitation with individual Survey links You can send a form/survey from the application mail system. This method is recommended when you need to give individual link to each respondent. Individual links are unique per email; it allows to track from which email address the response was provided. You can enter email addresses for distribution one by one manually, you can import from data sources or send survey invitation to people from your Contact Manager.
  • Use passwords to identify users accessing the Survey In situation when you cannot email form/survey invitations but need to identify which respondent gave the answer you can protect the survey with individual passwords. Each respondent when opens the Master URL will be prompted to enter the password that you uploaded using Password survey protection feature.
  • Make this form a part of a task definition This option becomes available when launching a Form. Once selected, you will be given a choice of Task Definitions it can be attached to.
  • Embed the Survey into your website, blog or application This option provides ready-made code that you can use to embed a survey into your website. Using  HTML code you can include a link to a survey or a pop-up survey to a website.
  • Distribute via Salesforce.com Provides the capability to synchronize our application data between the survey and Salesforce.com objects as well as distributing forms/surveys with the help of Salesforce.com facilities.
  • Upload responses Allows you to upload responses to your survey. This feature is used when you need to merge responses collected online with historical data or with data collected with other systems. For more details visit Upload responses help page.


There are several available methods of Form/Survey distribution:

This is commonly used distribution method if you want your respondents access the forms they have to submit from one place.

This distribution method used when it is needed to email your survey.

This distribution's version is used when you want to distribute the survey master link via your own mailing system or by other means.

This method allows  to place a link to the survey on your website.

Distribution Forms/Surveys with Salesforce.com CRM tool brings a new time-saving way of customer management.

This  option is commonly used to make data entry quick when adding the responses of those who took paper Forms/Surveys to the results or those who took electronic forms.

 

 

 

 

  • If your survey has been distributed via our email system, partially completed responses can be saved and included into a report.
  • If you need to get partially completed responses of the survey that has not been distributed via our email system and include them into a report you should set Do not allow respondent back into survey or Respondent may return and modify their response on the Settings page.
  • When a respondent needs to take the survey more than once via Master URL from the same computer in Internet Explorer it is recommended to pause for 10 seconds between surveys.
  • Back button takes you back to questions list page.
  • If your survey has been distributed via our email system and one of the three rules on the Settings page has been set, partially completed responses can be saved and included into a report.
  • If you need to get partially completed responses of the survey that has not been distributed via our email system and include them into a report you should set Do not allow respondent back into survey or Respondent may return and modify their response on the Settings page.
  • While taking the survey via Master URL the cookies are used to identify the respondents.
  • While taking the survey via Master URL from the same computer in Internet Explorer several times in a row respondents must make 10 sec pauses.
  • Back takes you back to previous page. The data will be saved.

 

 

  • No labels