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Technical Guide & Help File

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Launching a Survey Campaign

 

Clicking on the Run survey menu item will display a list of the available survey campaigns and their statuses in the work area. To launch a pending survey campaign, select one of the survey campaigns from the list and click on the Open button, or double-click on the item.

 

Part 2A list

 

The survey participation dashboard will be loaded. Launch the survey by clicking on the Start survey button:

 

Part 2B start

 

A checklist that summarizes the status of the different components of the survey campaign will be displayed:

 

Part 2C checklist

  

1. Licensed headcount – checks the validity of the software subscription license for the intended number of participants for the survey. Click on the Upgrade button to renew or upgrade the license.
2. Survey questionnaire – will display the number of survey questions and questionnaire pages, provided a valid survey questionnaire has been selected for the survey. An information message will be displayed if no demographic survey questions have been included. Click on the Edit button to navigate to the Survey Model editor to make changes to the online survey questionnaire.
3. Participants – summarizes the number of participants and business units that have been selected for participation in the survey. A hard-stop warning message (red exclamation mark) with error message “No participants selected” will be displayed if no participants have been selected. Click on the Edit button to navigate to the Define Survey > Participants module to select survey participants.
4. Communications – checks whether the survey campaign has a valid invitation email. A hard-stop warning message (red exclamation mark) and error message will be displayed if the invitation email lacks either a subject heading or a survey link in the body of the email. Click on the Edit button to navigate to the Survey Model > Communications module to edit the invitation email.
5. Test emails – checks if test emails have been sent and test surveys have been completed. Click on the Edit button to navigate to the Define Survey > Test emails module to manage test emails.
6. Upgrade license - click to renew or upgrade the current software subscription license.
7. Click to change - click on one of the buttons to navigate to the appropriate function to make a change.

 

The Start survey button will be invalidated if there are any outstanding hard-stop warning messages in the checklist. Any outstanding issues must first be rectified before you will be allowed to click on the Start survey button to launch the survey.

 

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