Survey Set-up: Establish Group Name, Set Dates, Import Data
The “Client” field should show your organization’s name.
The “Team/Group Name” identifies the group being assessed for the particular survey.
The “Internal Notes” field is optional and may be left blank.
Set the “Launch Date” to the date you would like the survey invitations sent. If you select today’s date, then the invitations will be sent immediately upon clicking \”Launch\” at the end of survey set-up. If you select a date in the future then it will be sent at 11:30pm EST on the selected date.
Set the “Reminder Date”, typically at the mid-point between launch and expiration. This triggers the tool to automatically send a reminder to all non-respondents (both those who have not started and those in-progress but not complete). The reminder email may be updated at any point after launch.
Set the “Expiration/End Date” to the date the assessment should end. If you decide to close the assessment ahead of time, or extend it further after launch, those options are always available through the assessment management page.
As a precursor to importing attribute data for survey participants, download the \”import_question_template\” and use this to create your customized questions, short descriptions, and responses. Once done, then \”Upload Questions\”. The formatting of this file must exactly match the fields provided for each participant (the participant file is described in the next step).
If you choose not to import participant attribute data, then click \”Next\” to continue and set up the survey questions and responses manually.
