Release a survey to the respondents

Once you release a survey, the users can complete it. You add a page for the survey in InSite.

Note:

A non-anonymous survey is only available for the users that have been defined as respondents in Profit.

Contents

Release a survey

This procedure applies to both regular surveys and derived surveys that pose unique questions to each respondent.

To release a survey:

Go to: General / Survey / Survey.
Open the properties of the survey.
Go to the tab: Surveys.
Open the properties of the survey.
Select Released in the Status field.
For informational purposes, you can specify the Start date but this does not affect when the survey is conducted.
Click on: OK.

You can revoke a released survey by changing the status to Define but only if no users have completed the survey.

Invite respondents by e-mail

After you release a survey, you can use an e-mail message to invite the persons to be surveyed. This is only an option if a work e-mail address is known for the respondents.

To invite a respondent:

Open the survey.
Go to the tab: Surveys.
Open the properties of the survey.
Go to the tab: Surveyed.
Click on the action: Invite.
Select the Outgoing mail dossier item type (or another type with the same properties).
Complete the steps of the wizard.
Select E-mail document and record in file.
If this option is not available, you first set up an e-mail server in the environment settings.
Select the invitation document in Document in text.
Select a sender.
Click on: Next.
Click on: Finish.