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Revision of Survey Invite and Monitoring Process

OK I think this would take some work, but it would add some great features. I am so excited that you are open to this type of input.

Use case: I administer surveys to clients, who are almost certainly not registered on my website.

Feature requests, along with my subjective priority:

  • When importing emails, have the option to import them into a group directly (Low)
  • When importing emails, add the ability to import additional data that is passed through as a question type to the download (Low)
  • In onymous surveys, pass email address through to download (I thought this was present but I am not seeing it now) so this can be used as a unique identifier (High)
  • Be able to store multiple invites/reminder emails (already possible I think?) and to then select them for a particular invite campaign (High)
  • Be able to schedule sending out email invites (Medium)
  • Be able to send reminders to all non-respondents whether they have started the survey or not (High)
  • Be able to schedule sending out reminders (Medium)
  • Conceptually separate survey from survey campaign. By that I mean I might use one survey for multiple clients, and so I might send it out to one group with a particular invite and reminders, download these results and do an analysis while also doing the same thing for another client. As it is, surveys *are* the campaign, so I have to have a unique identifier one way or the other to separate out answers by client. If a campaign is the thing we are setting up, we can use the survey, associate it with a campaign, unique invites, reminders, schedules, reports and downloads. I can get there now with a lot of off-component work, but this would make an easier-to-understand work flow I think as each thing is a component in the campaign. (Medium)
  • A "test email" feature to pop up a window to enter your email and send it out in its current configuration to make sure it looks right (Low)

So putting it all together...

I create a number of surveys that might go to many clients each. A client asks for a survey to be administered and sends me an Excel file with the names and emails. I create a campaign, upload the recipient's emails, select the survey that is to go out, create a custom invite and reminder, and schedule when those are to go out next week. When I close the survey, I download the responses for that campaign for my analyses. Meanwhile, I might have many other campaigns of the same survey running at the same time for multiple other clients.

I hope that all makes sense! Please feel free to contact me with any questions!

Steven Ouellette shared this idea  .  4 years ago
Steven Ouellette commented  .  3 years ago

Thanks for the great progress Maverick!

Maverick commented  .  3 years ago

Some of the features requested in this were implemented over the last few releases.

  1. You can now send reminders to pending invites
  2. A new page is added in reports to view all sent invitations and their live status.
  3. You can now use the URL parameter question type to take input from the survey URLs
/suggest-an-idea/community-surveys.html /suggest-an-idea/community-surveys.html