This is a pilot feature with limited availability to pilot users only. For access, please reach out to support@upmetrics.com.
Now that you’ve created your survey, let’s learn how to send them out!
Sending a survey
In order to send a survey, the Survey status needs to be updated from Draft to Ready-to-send. The Ready-to-send status is enabled only if the following conditions are met: At least 1 question added and at least 1 recipient added. You may toggle between Draft and Ready-to-send statuses.
To send the survey:
- Navigate to Outgoing survey → Draft tab
- Find the specific survey you’d like to send. Select Edit survey.
- Toggle Survey status from Draft to Ready-to-send. The Send survey button will be enabled when the status is updated to Ready-to-send.
- A Ready to send your survey? confirmation modal will pop up. Confirm the selected dates and click on Send survey.
- An email will be sent to all recipients requesting them to complete the survey.
Adding new recipients to an active survey and resending the survey
If you have an active survey and would like to send it to new recipients. You may do so!
- Navigate to Outgoing survey → Active tab → Open specific survey you’d like to add new recipients to.
- Click on Survey Actions drop down → Add recipients
- Add the new recipients. Note: The previously added recipient boxes are checked and greyed out. Any new recipients added are noted with a blue check.
- Click on Send survey to new recipients.
- A Ready to send your survey? Confirmation modal will pop up, showing you the list of new recipients the survey will go out to.
- Click on Send survey.
- An email will be sent to all newly added recipients requesting them to complete the survey.
🥳 Voila! You can now start sending out surveys!