Thoroughly testing an online survey prior to going live with the survey is generally considered to be good practice. The Test emails menu item will allow you to send test emails to selected recipients, and to monitor the status and progress of test email completion. Please note that test email responses will be discarded and will not be submitted or included as survey responses.
||Email sent – the date and time that email was sent;
||Email delivered – test emails were successfully delivered to the recipient’s mail server;
||Survey link opened – the recipients clicked on the survey links in the email and managed to open the online survey;
||Test survey completed – recipients successfully completed the test survey;
||Test email rejected – test emails that were rejected by the recipient’s email server, probably due to an incorrect email address;
||Dropdown toolbox – shortcut to the available toolbox functions.
Good Reasons for Testing the Survey
Testing the online survey links will enable you to:
- Check the layout, appearances and flow of the online questionnaire, particularly with respect to logos, branding and the use of colors;
- Validate individual survey questions, including the use of company-specific terminology and the way the questions are phrased;
- Get management or the responsible stakeholders to approve and sign off on the online questionnaire;
- Check whether there are any whitelisting or firewall restrictions that may prevent the emails from reaching their destinations;
- Confirm that employees in outlying and more remote areas have adequate and reliable internet access so they can complete the online questionnaire.
Business Unit Selectors & Demographic Questions not Included
Business unit selectors will only be included in a public survey link so respondents can select their business units from one or more dropdown fields, and demographic questions will only be included in cases where demographic data have to be collected from survey respondents whose details have not been captured beforehand.
To test a business unit selector dropdown and/or to see what the demographic questions will look like, please ensure that you have (1) included them in your survey questionnaire layout, and (2) view and test them by clicking on the Preview Questionnaire button when editing the questionnaire layout – click here for more on this.
Whitelisting the Mindset Emails & Domains
To ensure that survey-related emails arrive timeously and that the analytics dashboard can be accessed after the completion of the survey, please consider asking your IT department or service provider to whitelist the following email senders and domains:
- Engage software-as-a-service domain: *.mindsetmanage.com
Click here for more on whitelisting Mindset's domain and on setting or chaning user access and edit/view rights.
Adding or Deleting Survey Testers
The Testers toolbox group in the side panel will allow you to add, edit, and manage test email addresses.
||Add one or more testers’ email addresses
Click on the Add testers toolbox function in the side panel to open a window where the email addresses of testers can be added. Enter the email addresses on separate lines (do not include semi-colons or commas), and click on the OK button to save them.
||Delete a tester’s email address
To delete a tester’s email address, select the email address (it should be highlighted in burgundy) and click on the Delete tester toolbox function in the side panel or in the toolbox dropdown menu.
Managing Survey Test Emails
The Test emails toolbox group in the side panel will allow you to send and resend test emails with survey links to one or all the testers.
||Send or resend an email with the test link to an individual tester
To send or resend the test link to an individual tester’s email address, select the email address (it should be highlighted in burgundy), and then click on the Send/resend email toolbox function in the side panel or in the toolbox dropdown menu in the work area. The system will resend the test email to the tester, and the tester’s Email sent status (date and time) will be updated.
||Send test links to all testers simultaneously
Click on the Send all emails toolbox function in the side panel to send the test email to all the newly-added testers who haven’t received a test email yet.
||Resend test links to all testers simultaneously
Click on the Resend all emails toolbox function in the side panel to resend the test emails to all the testers in the list.
|For more information, click on a sub-menu item at the top of the page⇑ or in the right margin⇒