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How to...  Before you start

Before you start

Here are some points to help you get started:

  • Your questions - What will you ask? What information do you want to gather?
  • Survey Name - Call it something descriptive so it is easy for you to find later.
  • Survey Title - The title that people see while answering the survey.
  • Survey Introduction - Most surveys start with an introduction paragraph.
  • Who will answer my survey? - Is this a specific group of people that I already have email addresses and details for (Secure survey)? OR Is this a wide group of people from the general public (Public survey)?
  • Email Invitations: Yes/No - You must have invitations for Secure surveys. Optional for Public Surveys.
  • Invitation text - Try to include: motivation, who is sending the survey/questionnaire, how it will be used, confidentiality, time to respond, details of who to contact with questions, and how long it will take to complete.
  • Email reminders: Yes/No - You can send up to 2 reminders for free.
  • Thank you text at end of survey
  • Open and Close dates - When and how long do I want to run the questionnaire for? OR How many responses would I like? (And close the survey when this number is reached.)

Download this PDF checklist to use again later.

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