Share & Collect Data
How to upload email list
Email list: The page where the list of emails is uploaded to the respondents to whom the survey will be sent.
- Click on Email List.
- Click on Download the Template.
- fill out the template excel file fields (Arabic & English names, Email, code, phone number, unique key).
- Enter a list title.
- Click on Select File.
- Click on Upload button.
How to update email list
From Modes page, click on edit icon from the table.
The list of emails will appear below the table at the bottom of the screen.
Add or delete emails then click on Update.
- Email list appear just when the weblink collector is private.
How to assign email list to a survey
From Email list screen, click on include icon (
) to allow sharing the survey to this email list.
How to create new email template
To create email template, click on Email Templates from Modes page, then click on add icon (
) from any of the default templates.
A new template created, fill the Arabic and English name of the template and then you can start editing the content “body” of the email using the list features highlighted below.
How to preview email template
To preview email template, click on Email Templates from Modes page, then click on preview icon (
) for any of the default templates or the added by users
How to use specific email list in email distribution
- Click on Email Distribution from Modes page.
- Click on Email list to select specific email list.
- When click on Email list, the following screen will appear, choose email list, then you can select emails or add them, then click on Save to add the emails.
- You can select some emails from every email list.
How to send email to respondents outside the mail list
From Modes page, click on Email Distribution then click on Email List.
Write the email address then click on Save.
How to check email sent status for all my respondents
From the Modes page, click on Email Logs, the screen contains a table that represents emails, subject, email type, date, and status.
Use filters to search for specific emails.
How to send the invitation email with username and password in same email
From Modes page, click on Email Distribution then click on Send username and password in one E-mail and Invitation email with password checkbox.
How to force respondents to change the auto generated password
From Modes page, click on Publish Settings then select Force change password upon first login checkbox.
force change password upon first login appear just when the weblink collector is private.
How to share survey link via social media channels
Share button is used to share links on social media.
- Click on Share tab.
- Click Access this Survey to copy link of the survey.
- Share your survey on social media.
How to generate a QR code to my survey link to share it
To collect response through mobile, do the following:
- Click Share tab.
- Use QR code to share survey through mobile.
How to embed survey link in my website
From Modes page, click on Embed then copy the required link.
How to prevent multiple responses from same respondent in anonymous mode
From Modes page, click on Publish setting then select Prevent Multiple Responses checkbox.
Prevent multiple respondent appear just when the weblink collector is public.
How to limit the responses number collected
From Modes page, click on Publish setting then select Prevent Multiple Responses checkbox.
- Response limit appear just when the weblink collector is public.
- Once the limit number reached the survey automatically closed and won’t be accessible
How to send automatic reminders
From Modes page, click on Publish setting then select Send Reminder Message checkbox.
Specify the period of days in which the reminder will be sent, send emails time, reminder end date, and choose a template.
Then click on Save.
- Reminder message will be sent to all emails that received an invitation email and did not complete the survey or did not login at all.
- Reminder message appear just when the weblink collector is Private.
How to display a progress bar on a survey
From Modes page, click on Publish setting then select Has Progress checkbox.
Select the design of the bar (top page or bottom page), and select progress calculation method (according to the questions or according to the page).
