The objective of this article is to guide users on how to start a survey on the platform and monitor its responses. It describes the steps to start the survey, track its progress in real time, manage participants, send reminders, and review and download responses. It also explains how responses will be displayed depending on whether the survey was configured as anonymous or not and how to share the survey reporting with other users.
Antes de seguir con este artículo asegúrate de haber leído el artículo que te enseña cómo configurar encuestas libres:
Create and configure Free SurveysStart the Survey
Once you have finished configuring the free survey and saved it, you can start it by clicking "Start Survey" or leave it scheduled with "Schedule Survey". This button depends on whether the survey start is manual or automatic, respectively.
Once the survey has started, emails will automatically be sent to participants and you will be able to monitor their progress and the responses online as respondents answer. In the "Overall Progress" section you will see the percentage of respondents who have answered.
Share Survey
From the "Actions" button you can share the survey reporting, preview the form and obtain a link or QR code to share the survey with respondents.
If you need to share the survey reporting click "Share". This will open a dialog in which you must select the user with whom you want to share the survey in "User" and choose the permission they will have:
- Edit permission: They will be able to perform actions such as adding participants, sending reminders, ending the survey, among others.
- Read permission: They will only be able to review the survey responses.
The users you share the survey with will have the "Surveys" menu enabled in the side menu of their platform, and will only be able to access the surveys that have been shared with them.
On the other hand, to share the survey quickly and easily you can obtain a link or QR code, which can be sent via chat or also added as a quick access to the portal. For this there are two options:
- Get survey link: This will copy the link to the clipboard, allowing you to paste it with Ctrl+V where required.
- Get survey QR: This will open a PDF document that contains the QR code.
Participants
If you need to add more participants, you can do so from the "Participants" tab, even if the survey has already started. Just click "Add participants" and you can add them manually or in bulk.
From this section you can also review the list of respondents to whom the survey has been sent. If the survey is not anonymous, you will be able to verify their status:
- Not started: The respondent has not yet opened the survey.
- In progress: The respondent has opened the survey and has started answering.
- Completed: The respondent has completed and submitted the survey.
In addition, you can use the column filters, for example to filter by status, and select respondents to whom you want to resend the survey by clicking "Send Reminders".
If the survey is anonymous, you will not be able to know who has responded, but you can click "Send Reminders" and the platform will send the survey only to the respondents who have not yet answered.
From the "Actions" column you can remove respondents from the survey.
Responses
From the "Responses" tab, you can review respondents' answers to each question. The charts or display format will depend on the question type.
If the survey is anonymous, you will not see who answered each item; instead the responses will appear as "Participant 1", "Participant 2", and so on. If the survey is not anonymous, you will be able to see each respondent's answers alongside their name.
You can also choose to review responses by participant or by question by clicking "Review responses"
Review Responses By participant:
In the "Participant" tab, you can select the respondent whose answers you want to review to see the complete form with all the survey questions. You can also download the respondent's form by clicking "Download responses"
Review Responses By question:
From "Questions", you can select the question whose responses you want to review for each respondent. You can also use the arrows to move forward and review each question sequentially.
If you want to download the responses by question together with the chart you are viewing, click "Download responses"
To download the survey reporting, click "Download responses" from the main "Responses" tab. An Excel file with all responses will be downloaded, including the date each respondent answered.
End Survey
When you have obtained the necessary responses, you can click "End Survey" or wait until the previously scheduled end date; it will end automatically. Thus, respondents will no longer be able to answer, and the survey end notification will be sent if you have configured it. Once ended, you can view the survey from the "History" section.
And that's it, by following these steps you are ready to start and monitor your surveys effectively. With the ability to manage participants, send reminders and analyze responses, you will be able to obtain the feedback you need to improve communication and the environment in your organization.
🤖 This article was translated using artificial intelligence. View original article.