Track respondents' progress
This feature is only included in the Enterprise plan.
When you have uploaded your contacts, you can send your respondents a personalized survey link so that you'll be able to track their progress, see who has completed and search by respondents in the Results section.
There are 2 ways to track your respondents' progress, either by sending them an email invitation containing a personalized link using variable fields, or by creating a personalized link yourself for each respondent.
Tip: If you have a large amount of respondents to send the campaign to, you'll save yourself bags of time by uploading your contacts and sending out one email containing a variable field!
Read this guide to learn how to send out an email containing a variable field which will send each of your respondents their own personalized link.
If you forgot to include a respondent, or just have a few respondents you want to send the link to, keep reading to learn how to build your own personalized link.
Tip: Creating your own personalized link is needed if you want to send out the questionnaire link yourself to each respondent, for example by SMS. If you use the email invitations feature, you can include an invite variable with the respondent ID attached at the end of the link and you will not have to create the links yourself.
Let's see how to build the personalized link. Log in and find the questionnaire link over here:
We'll be using this link and adding information at the end of the link. You'll need to copy down the full link, both the beginning part in grey and the end part.
You can use different fields from the contact information to add to the end of the link. At the end of the survey link that you have, first add /?rid= and then any of the following endings depending on the data you choose to use:
- Using the email address: surveyanyplace.com/p/csc/?rid=EM_jdoe@gmail.com
- Using the unique identifier: surveyanyplace.com/p/csc/?rid=UID_M9KKH5U8j
Tip: For maximal safety, the use of the unique identifier is recommended because it's value cannot be 'guessed'.
Make sure to send the right link to the right respondent and you're set to go!
If you're setting up a campaign and want to track respondents, see how the campaign menu will look in this guide.