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Survey Scheduling

A scheduled survey is an automated resending of your survey to your subjects at your chosen interval. Survey schedules allow you to collect data over a specified time (such as changes in weight, pain levels, and mood), making it easier to assess data trends.

How to Schedule a Survey

The option to schedule your survey is only available once you've published your survey.

  1. Click on Surveys.

  2. Click on the name of your published survey to open the Manage Survey page.

  3. Click the Edit Survey button on the Manage Survey page to open the survey builder.

    survey tab

  4. In the menu to the left of your survey questions, click the expand icon beside "Schedule." This will open additional options.

    Survey Schedule

  5. Click the "Survey is not scheduled" toggle so it reads "Survey is scheduled."

  6. Select the interval in which you wish to send the surveys (daily, weekly, monthly, or yearly).

  7. Select other schedule options:

    • Limit the Number of Surveys - specify how many times you send the original survey to your subjects (for example, if you want to record daily data for a week, you would set this to 7).

      Note: If you set the limit to 0, the schedule will simply act as a reminder with no repeat surveys sent.

    • Send Reminders For those that didn't start or complete the survey.

      • Daily reminders are sent 12 hours after survey is sent
      • Weekly reminders are sent 2 days after survey is sent
      • Monthly reminders are sent 1 week after survey is sent
      • Yearly reminders are sent 1 week after survey is sent
    • Expire Old Responses If a subject forgets to submit their daily weight survey before the recurrence is assigned, the system will expire the old survey so that the subject only has one survey response assigned at a time.

  8. Click the blue Save button.

  9. Send your survey.

Please see the chart below regarding Survey Schedule Rules. Note how the initial survey send date and time influences when the scheduled surveys will be sent.

IntervalInterval RuleInitial Survey DateNext Survey Date
DailyEvery day, same timeMay 1, 2020 at 9:00AMMay 2, 2020 at 9:00AM
WeeklySame weekday, same timeMay 1, 2020 at 9:00AMMay 8, 2020 at 9:00AM
MonthlySame day of the month, same timeMay 1, 2020 at 9:00AMJune 1, 2020 at 9:00AM
YearlySame calendar day, same timeMay 1, 2020 at 9:00AMMay 1, 2020 at 9:00AM

Best practice is to avoid sending initial surveys on days 29, 30, or 31 of the month. A survey sent January 31 and scheduled monthly will NOT send a survey on the non-existent February 31.