To ensure non-platform members can access surveys, follow the steps below.
Should you wish to run a survey purely to respondents who do not have an account on the platform, you need to make sure that you do not have a consumer group selected on the 'Sample' tab:
You then need to press 'Get an open link' under the open link header:
Once you have selected to create your open link, and have saved the sample on this page, go to the 'Settings' tab and complete some additional settings.
Additional open link survey settings
You need to set the completed actions for your survey and also set the branding options:
You can set different actions whether a respondent completes the survey, is routed out on a quota as they don't meet the survey criteria, or is routed out on a quota as you have reached your sample target for that criteria. For each of these you can:
- 'Return to homepage' - redirect the user to the login page of the platform
- 'Follow link' - Redirect the user to a specific link (this includes the option of passback links used by sample providers)
- 'Show message' - Show them a plain text message
- 'Promote account' - Enable them to join the platform as a member and create an account using 'Promote account'
You simply need to pick the option from the drop-down list for each status and then complete the relevant section.
Expected URL Variables
If you have selected ‘Get an open link’ on the survey ‘sample’ tab, you can copy the link that displays on the ‘invite’ tab and send this out directly to your customers, or publish this link, for example, on social media or on another website. When used in this way, each respondent will use the same open link and their responses will be anonymous in the data set.
When sending out an open link to a survey through a CRM system, you might wish to add additional data to the end of the link you send out to respondents, for example, a unique code which identifies each customer, or demographic information. For this to be recorded in the survey data export you need to specify the field (data) that you would like the data file to collect.
We recommend that you test the live survey before sending your links out to the respondents to make sure that your variables are showing correctly in the data download.
Uploading a list of people to invite
Should you wish to use the platform to send out an email to a list of potential respondents, you will also need to upload a CSV to the survey to do this.