Launch Your Listening Program (Survey)

After adding participants to your survey, you are ready to move to the Launch phase. This phase includes creating and testing your email invite, making the survey live, and creating and scheduling notifications (invites and/or reminders).

This article walks through:

• Create & Test Your Email Invite
• Make Your Survey Live
• Create & Schedule Notifications

Create & Test Your Email Invite

Email templates provide a quick way to create invitation emails (as well as reminder and reporting access emails). After you create a template you can send a test email.

Note: The PIN Page Only and Create Universal Link delivery methods (selected in the Invite phase) do not support email templates. 

1. Navigate to the Launch phase for your survey.

From within the Program Builder:

1. Click Invite in the progress bar.

2. Click Proceed to Launch (lower right).

From My Surveys:

1. Click the pencil icon for the survey.

Note: You can also click the gear icon and then select Edit Survey.

The survey opens in draft mode, displaying the Overview page.

2. Click Invite in the progress bar.

3. Click Proceed to Launch (lower right).

The survey moves into the Launch phase and tabs for launch options appear.

2. Click the Configure Email tab.

3. Click +Add New Template (top right).

The Add New Template dialog box appears.

4. Click the Email Name box and type a unique name for the email.

5. Select a global template to edit (optional).

6. Click Create.

7. Populate/edit all required (*)  fields. 

Note: The Sender Name field is not pre-populated. The Sender Name is typically the person or group championing the survey (e.g., the CEO, the HR team, etc.).

8. In the Body section of your email, click the Placeholder dropdown to add in pre-populated fields. 

Note: If you use a global template, the placeholders may already be added. They are denoted by brackets (e.g., [First Name]). Your data file is the source for available placeholders.

9. Add the survey URL to your template (included by default in the global templates).

10. Click Save Email.

11. Click Send Test Email.

A test email is sent to the email address associated with your login credentials. The Placeholder fields do not populate in the test email. 

Make Your Survey Live

After you create and test your email invite you make your survey live. Changing the status to Live does not launch the survey, but it does enable you to schedule email notifications, which do launch the survey.

1. Navigate to the Launch phase for your survey.

• From within the Program Builder:

  1. Click Launch in the progress bar.

• From My Surveys:

1. Click the pencil icon for the survey.

Note: You can also click the gear icon and then select Edit Survey.

The survey opens in draft mode, displaying the Overview page.

• Click Launch in the progress bar.

2. Click the Survey Details tab.

3. Review the details for your survey, then click Make Survey Live (bottom left).

A confirmation message appears.

4. Click Confirm.

Create & Schedule Notifications

After you create your emails and your survey is live, you can schedule when your emails are sent. 

1. Navigate to the Launch phase for your survey.

   • From within the Program Builder:

     1. Click Launch in the progress bar.

   • From My Surveys:

2. Click the pencil icon for the survey.

Note: You can also click the gear icon and then select Edit Survey.

2. The survey opens in draft mode, displaying the Overview page.

• Click Launch in the progress bar.

2. Click the Send tab.

3. Click +New Email Notification.

The Create Email Notification dialog box appears.

4. Click the Email Template dropdown, then select an email template.

5. Click the Notification Status dropdown, then choose when to send emails:

   • Send Immediately: 
     Emails are sent when you click Save. The survey link in the email is live.

   • Schedule on Later Date: 
     Specify the date/time to send the emails. The survey link in the email becomes live at the scheduled date and time.

   • Draft:
     Keeps the status in draft mode until you are ready to set a notification status.

6. Click the Status of Recipients dropdown, then select a status for who will receive the email: 

   • Not Finished: 
     Only participants who have not clicked Submit on their survey (for reminder emails). This option doesn’t appear if you are using a universal link for your survey.

   • Everyone: 
     All participants, regardless of survey status.

7. Click Save.

A Confirm Notification message appears. 

8. Review and your notification details, then click Send Notification.

The notification is sent and the status displays as Pending until it is sent to all participants.

Note: You can click Refresh List (top right) to view the latest status. When all the notifications are sent, the status changes to Complete.  

9. If you need to cancel your notification, click the gear icon, then click Delete.