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Using the Survey Mailer to Control Access to Your Survey


With the Qualtrics Survey System, you have the ability to control the number of times that each individual can access your survey. The options are either single responses or multiple responses per participant. Along with these two options, you can also control the settings so that participants are identifiable or anonymous. This document will show you how to restrict your survey to single responses as well as enable multiple responses per participant.

By restricting survey responses to one per participant, you prevent ballot box stuffing which is when a user completes a survey multiple times. For certain surveys, having a user participate more than once can skew the results. In restricting the responses to each survey to one per participant, you can also choose either to have the users identified or allow users anonymous access.

Qualtrics has a setting to allow participants to take the same survey over and over again if they wish. For some surveys, having multiple responses from the same individual has no negative effects on the overall results. Along with allowing multiple responses from the same individuals, you can also have the users identified or allow users anonymous access to your survey.

Restricting Responses to One per Participant, Identified

The results of this survey are not anonymous and will be associated with the user's email address and any other information provided. With this option, since the user is identified, unfinished surveys can be completed at a later time. Also, this option is the only option used with a panel.

NOTE: You must create and activate a survey before you can access the Distribute Survey tab options.

  1. From the My Surveys tab, in the Tasks column for the desired survey, click Send
    The Distribute Survey tab options appear.

  2. Click Email Survey  email survey
    The page refreshes to show survey emailing options.

  3. Click Advanced Options
    The Advanced Options dialog box appears.
    HINT: The Advanced Options link is located below the body of the message.
    advancedoptions


  4. From the Survey Link Type pull-down menu, select Individual Link

  5. OPTIONAL: From the other pull-down menus and text box options, choose your desired options.
    NOTE: Unless you have special needs for your survey and know how to use Target Responses Sets, you may want to leave these items untouched.

  6. Click OK

  7. Continue with step 6 of Distributing Your Survey: Using the Survey Mailer.

 

Restricting Responses to One per Participant, Anonymous

With this option, the survey can be taken by anyone with access to the link, but only one response per user is allowed. Results will not be associated with the user's email address or any other information that may have been provided.

NOTE: You must create and activate a survey before you can access theDistribute Survey tab options.

  1. From the My Surveys tab, in the Tasks column for the desired survey, click Edit
    The Edit Survey tab options appear.

  2. Click Survey Options  surveyoptions
    The Survey Options dialog box appears.
    survey options
  3. From the Survey Protection section, select Prevent Ballot Box Stuffing
    NOTE: The option is selected when a checkmark appears in the box next to it.

  4. Click Save Changes

  5. Click the Distribute Survey tab.
    The Distribute Survey tab options appear.

  6. Click Email Survey  email survey
    The page refreshes to show survey emailing options.

  7. Click Advanced Options
    The Advanced Options dialog box appears.
    HINT: The Advanced Options link is located below the body of the message.
    advancedoptions
  8. From the Survey Link Type pull-down menu, select Anonymous Link

  9. Click OK

  10. OPTIONAL: To send a test email,

    1. Select Send Test Email
      NOTE: The Send Test Email is to the left of the Advanced Options link

    2. If prompted to save, click Save
      1. From the Select a Library pull-down menu, select a library
      2. In the Name text box, type a name for the message
      3. Click Save

    3. In the Email text box, type in your email address

    4. Click Send

  11. Continue with step 6 of Distributing Your Survey: Using the Survey Mailer.

Allowing Multiple Responses per Participant, Identified

 

With this option, users can take the survey more than once. Keep in mind though that the results for these surveys are not anonymous and will be associated with the user's email address.

NOTE: You must create and activate a survey before you can access the Distribute Survey tab options.

  1. From the My Surveys tab, in the Tasks column for the desired survey, click Send
    The Distribute Survey tab options appear.

  2. Click Email Survey  email survey
    The page refreshes to show survey emailing options.

  3. Click Advanced Options
    The Advanced Options dialog box appears.
    HINT: The Advanced Options link is located below the body of the message.

    advancedoptions

  4. From the Survey Link Type pull-down menu, select Multiple Completes per Link

  5. Click OK

  6. OPTIONAL: To send a test email,

    1. Select Send Test Email
      NOTE:
      The Send Test Email is to the left of the Advanced Options link

    2. If prompted to save, click Save
      1. From the Select a Library pull-down menu, select a library
      2. In the Name text box, type a name for the message
      3. Click Save

    3. In the Email text box, type in your email address

    4. Click Send

  7. Continue with step 6 of Distributing Your Survey: Using the Survey Mailer.

Allowing Multiple Responses per Participant, Anonymous

 

These types of surveys can be taken by anyone with access to the survey link and can be taken multiple times by the same individuals. Results will not be associated with the user's email address.

NOTE: You must create and activate a survey before you can access the Distribute Survey tab options.

  1. From the My Surveys tab, in the Tasks column for the desired survey, click Edit
    The Edit Survey tab options appear.

  2. Click Survey Options  surveyoptions
    The Survey Options dialog box appears.

    survey options

  3. Deselect Prevent Ballot Box Stuffing
    NOTE: The option is deselected when the checkmark is no longer in the box next to it.

  4. Click Save Changes

  5. Click the Distribute Survey tab
    The Distribute Survey tab options appear.

  6. Click Email Survey  email survey
    The page refreshes to show survey emailing options.

  7. Click Advanced Options
    The Advanced Options dialog box appears.
    HINT: The Advanced Options link is located below the body of the message.

    advancedoptions

  8. From the Survey Link Type pull-down menu, select Anonymous Link

  9. Click OK

  10. OPTIONAL: To send a test email,

    1. Select Send Test Email
      NOTE:
      The Send Test Email is to the left of the Advanced Options link

    2. If prompted to save, click Save
      1. From the Select a Library pull-down menu, select a library
      2. In the Name text box, type a name for the message
      3. Click Save

    3. In the Email text box, type in your email address

    4. Click Send

  11. Continue with step 6 of Distributing Your Survey: Using the Survey Mailer.
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