Track respondents' campaign progress
This feature is only included in the Enterprise plan with option Campaigns.
When you have uploaded your contacts, you can send your respondents a personalized link to the campaign, so that you'll be able to track their progress, see who has completed and search by respondents in the Results section.
1 Send a personalized link
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.
Let's see how to build the personalized link. Log in and click on the Share icon next to your campaign name. Click to copy the entire campaign link.
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!
2 Follow respondents' progress
The campaign menu and the underlying questionnaires look exactly the same whether they are launched with a respondent identifier or without (anonymous mode):
When a respondent has completed a questionnaire, this becomes visible in the campaign menu:
To see all respondents for a campaign, scroll down to All Campaigns at the bottom of the Home screen, and click the icon to view respondents for the campaign.
This displays the respondents along with the total score (if a score was added to the survey/quiz) and the progress. The progress is the number of surveys/quizzes already taken by the respondent vs. the total number of surveys/quizzes in the campaign.
Click Filter to view only certain respondents' results.