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How to...  Launch a Secure Survey

Launch a Secure Survey

Launching a Secure Survey

1.     When you get to the Choose participants screen, click the Next button in the choose a Secure survey (Address book lists only) box

.choose participants

 

2.     Click the Let’s Go button under Create new List box. This will bring you to your address book area.

invitation

Your Address Book

The address book is where you can import and manage your contacts within Go Fetch. You can then categorise your contacts into lists (groups), which will then be used for sending survey invitations to.
When you come to the address book in the middle of creating a survey, a yellow box will appear at the top of the page which will bring you back to where you were, so you won’t get lost.

we havent forgotten

1.     Click Create new List

addressbook

2.     Enter in what you want your list to be called. If you want to, you can also fill in a description to help you remember who this list is.

create list

3.     You will now be on a page that shows all the lists you have. Look for the list you have just created, and click Add for that list.

my example list

4.      We can now add people to the new list. You can choose to add them one-by-one or add many all at once. I would suggest you paste them in and add them multiple box, like my example below. Click Save.

add multiple

5.      Once the system has added your contacts successfully, click on the link in the yellow bar. This will bring you back to your survey setup, and you should be on the Invitation page again.

we havent forgotten 2

Setting the security on your survey

1.     Choose your new address list from the drop-down.

2.     Click Next.

invitation2

The security is now set on your survey.

Invitation
An invitation is an email that is sent to survey participants inviting them to complete the survey. When a survey is set to Secure, an invitation is the only way that someone can complete the survey, and they can only complete it once.

1.     Edit or re-write the default content to suit your survey. If you have an incentive for people to complete the survey, mention it in your invitation text.

Note: Do not remove the text <SurveyLink> - this gets transformed to a secure link to your survey.

2.     Once you have finished editing the text, click Next.

edit invite

Confirm & launch
You will now be on the confirmation page. This gives you the opportunity to review and make any last minute changes.

To launch the survey, just click the Launch Survey button, and your invitations will be sent.

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