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Distributing Your Survey


After you have created a survey using the Qualtrics Survey System, you can distribute the survey to your desired participants. You have several options when distributing surveys: using a generic link, entering email addresses, or using the Survey Mailer. This document will show you how to distribute your surveys in Qualtrics.

Distributing Your Survey: Using a Generic Link

When you activate a survey, Qualtrics automatically generates a link that navigates to your survey. This link can be copied and pasted onto blogs, email messages, web pages, documents, social media sites, etc. Using a generic link is the simplest way to distribute your survey.

Notes:
You must create a survey before you can distribute it.
The survey must be activated before you can distribute it.

  1. From the My Surveys tab, in the Tasks column for the desired survey, click Send
    The Distribute Survey tab options appear.
     
  2. From the Distribute Survey options, click Survey Link  survey link
    Your survey link will appear in a yellow box.

  3. To copy the link,

    1. Select the link
    2. Right-click the link
      A Quick menu appears.

    3. Select Copy
      The link is copied to the clipboard.

  4. Open the application that you would like to paste the survey link in
    Example: An Outlook email message.

  5. Within the desired application,

    1. From the desired insertion point, right-click
      A Quick menu appears.
    2. Select Paste
      The link to the survey is pasted. 

Distributing Your Survey: Using Enter Email Addresses Option

The Enter Email Addresses option is a quick and easy way to distribute email invitations to your participants. This option is best suited for surveys with only a few participants.

Hint: If there are many participants, it is recommended that you use the Survey Mailer.
Notes:
You must create a survey before you can distribute it.
The survey must be activated before you can distribute it.

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

  2. From the Distribute Survey options, click Email Survey.  email survey 

  3. From the To: pull-down menu, select Enter Email Addresses.

    email chart

  4. Type the desired email address(es).
    Hint: You must type the full email address.
    Example: doejh@uwec.edu

  5. In the First Name column, type the person's first name.

  6. In the Last Name column, type the person's last name.

  7. Optional: To add more participants, repeat steps 4-6.
    Hint: Use the minus and plus signs to remove or add columns to your panel.
    Hint: To add rows to your panel, click anywhere in the last available row.

  8. In the Panel Name box, supply a name for your panel.

  9. From the When pull-down menu, select the desired option.

  10. From the Message section, in the From Name text box, type your name.
    Hint: UWEC senders usually appear as Last Name, First Name, Middle Name.
    Example: Doe, John Hank

  11. In the Reply-To Email Address text box, type your full email address.
    Example: doejh@uwec.edu

  12. In the Subject text box, type the desired subject name.


  13.  In the message body, type the desired message.
    Note: Be careful not to remove or type over the code referring to the survey link.

  14. Click Save
    The Save As dialog box appears.

    saveas

  15. From the Select a Library pull-down menu, select the appropriate library.

  16. In the Name box, type a name for your message.

  17. Click Save.

  18. Click Schedule Mailing
    Note: If from the When pull-down menu you chose Send Now, the button reads Send Now.

 

Distributing Your Survey: Using the Survey Mailer


The Survey Mailer is the easiest method to distribute a survey when you know who the participant(s) will be. This method works well for both individual and mass distribution. When using the Survey Mailer, an email invitation is sent to a panel or participants or to an individual; they can click on the link to fill out the survey. Each participant receives a unique link and response ID. By default, these links can only be used once by each participants.

The Survey Mailer can also be used for access control (anonymity and number of responses per participant). For more information on this, refer to Using the Survey Mailer to Control Access to Your Survey.

Notes:
You must create a survey before you can distribute it.
The survey must be activated before you can distribute it.
To send your survey to a panel or participants, you must first create a panel. Refer to Creating a Panel.

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

  2. From the Distribute Survey options, click Email Survey  email survey
    The Survey Mailer options appear.
    Note: For advanced options, refer to Using the Survey Mailer: Advanced Options.

  3. To send the survey to a panel,

    1. From the To: section, select My Library
    2. From the My Library pull-down menu, select the appropriate library
    3. From the Library pull-down menu, choose Select Entire Panel or
    4. Optional: Select a Panel Sample
      1. From the Sample pull-down menu, select the desired sample
        Notes:
        To use a sample, you have to create one first.
        Samples are based on estimated/ desired responses and response rate.
  4. From the When pull-down menu, select the desired option.

  5. From the Email Message section, in the From Name text box, type your name.
    Hint: UWEC senders usually appear as Last Name, First Name Middle Name.
    Example: Doe, John Hank

  6. In the Reply-To Email Address text box, type your full email address.
    Example: doejh@uwec.edu

     
  7. In the Subject text box, type the desired subject name.

  8. To use a message saved in a library

    1. Select the Load a Saved Message pull-down menu.
    2. Select the appropriate library.
    3. From the Message pull-down menu, select the desired message.
    4. Click Schedule Mailing
      Note: If from the When pull-down menu you chose Send Now, the button reads Send Now.

  9. To create a new message and have it saved in a library,

    1. Complete the Email Message section
      Note: Be careful not to remove or type over the code referring to the survey link.
    2. Click Save As...
      The Save As... dialogue box appears.

      saveas
    3. From the Select a Library pull-down menu, select the appropriate library.
    4. In the Name box, enter a Name for your message.
    5. Click Save.
    6. Click Schedule Mailing.
      Note: If from the When pull-down menu you chose Send Now, the button reads Send Now.
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