Qualtrics Survey System

Distributing Your Survey

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

Distributing Your Survey: Using a Generic Link
Distributing Your Survey: Using the Survey Mailer
Distributing Your Survey: Using the Quick Send Option

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, 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.

From the My Surveys tab, in the Tasks column, for the desired survey, click SEND
The Distribute Survey tab options appear.
From the Distribute Survey options, click SURVEY LINK
Your survey link will appear in a yellow box.
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.
Open the application that you would like to paste the survey link in
EXAMPLE: An Outlook email message.
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 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 of participants or to an individual where 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 participant.

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 of participants, you must first create a panel. Refer to Creating a Panel.

From the My Surveys tab, in the Tasks column, for the desired survey, click SEND
The Distribute Survey tab options appear.
From the Distribute Survey options, click SEND SURVEY
Select the Survey Mailer tab
The Survey Mailer options appear.
NOTE: For advanced options, refer to Using the Survey Mailer: Advanced Options.
From the When to send email(s) pull-down menu, select the desired option
EXAMPLE: Select Send Now
To send the survey to a panel,
1. From the Who to send to section, select Panel
2. From the Library pull-down menu, select the appropriate library
3. From the Panel pull-down menu, select the desired panel
To send the survey to a sample within a panel,

From the Who to send to section, select Panel Sample
From the Library pull-down menu, select the appropriate library
From the Panel pull-down menu, select the desired panel
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.

To send the survey to an individual that is within a panel,

From the Who to send to section, select Individual
From the Library pull-down menu, select the appropriate library
From the Panel pull-down menu, select the desired panel
From the Individual pull-down menu, select the desired individual

To send the survey to an individual that is not within a previously created panel,

From the Who to send to section, select Email Address
In the Email Address text box, type the desired email address

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: Weiser, Jeri Lynn
In the From Email Address text box, type your full email address
EXAMPLE: weiserjl@uwec.edu
In the Subject text box, type the desired subject name
To use a message saved in a library,
1. Select Message From Library
2. From the Library pull-down menu, select the appropriate library
3. From the Message pull-down menu, select the desired message
4. Click SCHEDULE MAILING
To create a new message and have it saved in a library,

Select Create a Message
From the Library pull-down menu, select the destination library
From the Name text box, type the desired message name
In the message body, type the desired message
NOTE: Be careful not to remove or type over the code referring to the survey link.
Click SCHEDULE MAILING

Distributing Your Survey: Using the Quick Send Option

The Quick Send option is a quick and easy way to distribute email invitations to your participants. This option is suited more towards surveys where there are 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.

From the My Surveys tab, in the Tasks column, for the desired survey, click SEND
The Distribute Survey tab options appear.
From the Distribute Survey options, click SEND SURVEY
Select the Quick Send tab
From the To section, in the Email column, select a text box
Type the desired email address
HINT: You must type the full email address.
EXAMPLE: weiserjl@uwec.edu
In the First Name column, in a text box, type the person's first name
In the Last Name column, in a text box, type the person's last name
OPTIONAL: To add more participants, repeat steps 4-7.
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: Weiser, Jeri Lynn
In the From Email Address text box, type your full email address
EXAMPLE: weiserjl@uwec.edu
In the Subject text box, type the desired subject name
In the message body, type the desired message
NOTE: Be careful not to remove or type over the code referring to the survey link.
Click SEND NOW