Survey Deployment by a Standard User

As a Standard user, to launch a survey:

1. Click the Deploy Survey button in the Designer toolbar.

The Deploy Survey wizard opens at the Survey Type page - .



Figure 1 - The Survey Type page

2. Select the desired type of survey, and click Next.

The next page that opens depends on the selection you have made in the Survey Type page.

• If you have selected Web Link Survey
• If you have selected Survey Link by Email.
• If you have selected Survey Link by Email with pre-populated answer.

Note: If you select one of the Survey Link by Email options, once the survey is deployed you will also need to add a list of the email addresses to which the survey link is to be sent (go to Sending Email as a Standard User for more information).

Questions Page

If you have selected "Survey Link by Email with pre-populated answers", when you click Next the Questions page opens - .

Figure 2 - Example of the Questions page

Here you select the questions that you wish to pre-populate with answers. These questions will then be hidden from the respondents. To select a question:

1. In the Available Questions list, click on a question to select it.
2. Click the >> button to move the question to the Selected Questions list.
3. When you have selected all the questions you wish to pre-populate, click Next to proceed to the next page - .

Figure 3 - Example of the email and answer page

Here you add the email address for each respondent and the answer for each question selected in the previous page.

1. Click into the first field and type in the appropriate email address.
2. Click into the next field in the row and type in the appropriate answer.
3. Repeat for all the fields in the row, then press the down-arrow key on your keyboard or click Add Row to add a new row to the table.
4. Build the table for all the respondents and all the questions that are to be pre-populated.
5. Click Next to go to the Respondent Tracking page - see below.

Respondent Tracking

If you have selected one of the Survey Link by Email survey types, the Respondent Tracking page opens - .

Figure 4 - The Respondent Tracking page

Here you specify whether or not you wish to be able to track the answers given by the respondents back to the individual respondents who selected them.

1. Check / uncheck the box as required, then click Next.

The Survey Settings page opens - see below.

Survey Settings

Having made any intermediate settings as necessary, on clicking Next the Survey Settings page opens - .

Figure 5 - The Survey Settings page

1. Check / uncheck the boxes as required (go to Survey Settings Overview for more information), then click Next.

The Confirmation page opens - .

Figure 6 - The Confirmation page

Here you can check the settings you have selected for your survey.

1. If the settings are as required, click Finish to launch the survey, otherwise, click Back to return to the settings pages to change the settings.

On launching, a task is initiated. When the task has run, the link to the survey is presented on the page - .

Figure 7 - The Progress page showing the link to the survey

You can now copy the link and paste it into the appropriate web page, into an invitation email etc. as appropriate.