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Technical Guide & Help File





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Running a Survey Campaign


The Run Survey module of Engage SURVEY will allow you to launch, monitor, and manage a survey campaign:

  • A comprehensive checklist wizard will help you to make sure that you haven’t missed anything before you launch the survey;

  • Monitor survey participation and sampling errors in real-time via the survey participation dashboard;

  • Send reminder emails to all participants who have not yet completed the survey; and

  • Manage participants while the survey is running, including adding or removing survey participants, resending survey emails, or resetting survey responses.


Part 1 diagram


To successfully launch and run a survey campaign, the following should already have been done:

  • Survey model & questionnaire – defined a survey model and related online survey questionnaire by means of the Survey Model function;

  • Participants – captured or imported survey participants with their email addresses by means of the Manage PARTICIPANTS module, unless the intention is to run the survey as a public (open) link that anyone can respond to (in which case employee details and email addresses will not be needed);

  • Survey campaign – defined a survey campaign by selecting a survey model and questionnaire by means of the Define Survey > Configure function, and survey participants by means of the Define Survey > Participants function (except in the case of a public survey, see previous point);

  • Communications – defined the survey invitation email’s subject heading and content (including a survey link) via the Define Survey > Communications function; and

  • Testing – test links have been sent and testing concluded via the Define Survey > Test emails function.


Part 1B ingredients


« Managing Test Emails Launch a Survey »