XM Essentials 7: Collecting & Pausing Responses

So Far, So Good

You’ve created a project and designed a survey — complete with skip and display logic. (Two tabs down, three to go!)

For Moksh & Naman, it’s time to publish and go live with their survey. Following their lead, we’ll show you some simple strategies to distribute your survey to friends and colleagues.

Publishing

You absolutely, positively must publish your survey before it can be distributed. Publishing activates your survey so it can start collecting responses.

Try it!

Exercise W: Publishing & Activating a Survey

1. Open your project.
   
2. Choose the Survey tab.
3. Click the green Publish button.
4. Before publishing, ExpertReview will analyze your survey and give you feedback on how it can be improved. To read through the suggestions, click the Improve your Survey button.
   
5. When you are ready, close the ExpertReview window and click the Publish button again.
6. Your survey will activate and give you three options:
   
   • Copy the Anonymous Link (URL).
   • Explore other distribution channels (SMS, email, QR codes, and social media) by clicking the link.
   • Click Close to return to your survey editor.

Distribution Channels & Methods

As you open the Distributions tab, you’ll pick from a list of distribution channels which hosts a number of related options.

For instance, if you choose the (1) Email channel, you can send your survey through the (2) Qualtrics mailer (Send with Qualtrics) or (3) use your own email system (with or without a contact tracking method.)

Website Distribution

Moksh and Naman created a website for their Lassi & Lemonade business with pictures, maps, hours of operation, and an Anonymous Link to their survey. Anonymous Links can be used anywhere a link can be created, from websites to emails, texts, and social media.

Try it!

Exercise X: Using an Anonymous Link (URL)

1. Click the Distributions tab.
   
2. Choose Anonymous Link from the menu.
3. Select and copy the link (URL).
4. Create a link by copying and pasting the URL anywhere a URL works, such as in an email, text message, on twitter feed, or on a social media site. (In our example, we pasted the URL in a Google Pages.)
   

Customizing Social Media Postings

Moksh and Naman want to distribute their survey to their favorite social media sites. Luckily for them, Qualtrics supports Twitter, Facebook, Reddit, LinkedIn, and Pinterest with customized links and messaging tailored to each platform.

The referring social media site is recorded as Embedded Data. This data allows you to track the performance of each social media effort in relation to your overall survey campaign.

To get started, choose Social Media from the Distributions list.

You’ll be asked to login to your selected social media account and fill out a form customized to each platform.

Go Get Your Data!

Try and collect 20 or more responses to test (dare we say “dogfood”) your survey. Therefore, dabble with distributions in Exercise Y. Don’t take a lot of time as there is a lot more to do in XM Essentials 8-11.

Exercise Y: Collecting Sample & Test Responses

Collect over 20 sample responses using two or more channels. (Refer to the social media options explained above.) Move quickly to collect your 20 responses by:

1. Asking friends to take your survey multiple times each with the handy preview link! (That’s easy.)
2. Taking it yourself multiple times with the preview link! (Even easier.)
   Qtip: If you don’t have the time to collect sufficient data, try the Generate Test Responses feature. It’ll manufacture sample responses out of thin air. This feature is often used to test a survey. What’s more, it’s easy to delete test data without touching your other responses.

Ending or Pausing Your Survey

At some point you will be wondering, “How do you close a survey when it’s time to suspend data collection?” Glad you asked.

Try it!

Exercise Z: Closing (or Pausing) & Reactivating Surveys

1. Navigate to the Distributions tab.
   
2. Click Pause Response Collection.
   Qtip: This will make the Closed status display on the Projects page for your survey.
3. Choose if you want respondents who haven’t finished the survey to wrap things up, or whether you want to close the survey entirely.
   
   Qtip: If you can afford the time, you may Allow all active survey session to be finished so respondents can finish what they’ve started. However, sometimes this simply isn’t practical.
4. Click the Pause Response Collection button.
5. To reactivate the survey, reverse the process by clicking Resume Response Collection.
   

What’s Next?

1. Continue to XM Essentials 8: Scrubbing Up.