Launch a Survey
- How can I see who has taken a survey and who has not?
- How can I monitor response rates?
- How can I create a list?
- How can I use lists that have been created in List Manager while sending survey invitation?
- How can I customize the look and feel of the survey invitation?
- Can I personalize invitations?
- How can I customize reminders?
- Can I choose to send invitations in HTML or non - HTML format?
- How does SoGoSurvey tool deal with Spam filters?
- Can I test survey invitations before I launch a survey?
- Can I combine online surveys with paper and phone surveys?
- How can I invite individuals to a survey who don't have email addresses?
- What is your Opt-Out policy?
- Can I see who has opted-out of a survey?
- Why am I receiving the following error message in my customized invitation?
- I have an Excel file with Email addresses, how can I use it to send out my surveys via Email?
- Why doesn't my list appear in the dropdown when trying to use mail merge in my survey email invitation?
- How do I use mail merge?
- Why aren't my invitations being delivered to my recipients' inboxes?
- Why does my account show that my invites have been delivered when I scheduled them to be delivered in the future?
- How do I reschedule my email invitations?
- How do I send invitations to a few people and NOT to the entire list?
- Can I send more than one email invite to the same email address?
- How do I send reminders to people I've already invited to participate in my survey?
- I accidentally sent out real invitations to my survey when I meant to send out test invites. Now I need to edit my survey but I'm unable to do so. What should I do?
- How can I change the name and Email address found in my Email invitation?
1. How can I see who has taken a survey and who has not?
SoGoSurvey tool has a comprehensive Distribution Report where you can see who from your panel has responded and who hasn't. Please note: the information displayed in the Distribution Report will depend on the survey type.
a. Click on Distribution Report under 'Launch a Survey'.
b. Check the status from Distribution report to track your invitees.
 
2. How can I monitor response rates?
SoGoSurvey tool displays real-time response rates for every active survey. You can see response rate on the main page of each module. Response rates are only available for Private with Unique Key surveys.
3. How can I create a list?
SoGoSurvey allows you to create and manage panel lists with as many participants as you need to facilitate bulk invitations to thousands of participants. You can create lists through the List Manager by following these steps.
Click on the List Manager Button in the 'Launch a Survey'. Click NEW.
Step 1) Choose a name for your list. Be sure to make it recognizable so that you select the correct list when sending out your invitations. Click NEXT.
Step 2) Define additional attributes. These attributes include any information that you want to have in your list. If you have a column for First Name and another column for Gender, you have 2 attributes. Select (2) columns, and then type in the name of your attribute columns. Click NEXT.
Step 3) Define Source. Define a source for your list. You can add contacts manually in the list or import from a MS Excel or CSV file. Also, you have the option to create this new list from an existing list, as well as creating a list from survey responses.
Step 4) Populate List. If your spreadsheet file has headers (such as the word First Name above all of the names in a column), then check the box to IGNORE FIRST LINE OR COLUMN HEADING. Next, match up the columns on the left with the corresponding dropdown box to the right.
When you are finished, click DONE.
4. How can I use lists that have been created in List Manager while sending survey invitation?
Lists help you in various ways in managing contacts and launching your survey.
Personalizing invitations: Lists allow you to use Mail Merge, or automatically insert personal info like name, company, title, etc., to add a personalized touch in the invitation text.
Personalizing survey participation: Lists help you to pre-populate information which you already have. For example, lists help you to send an invitation to a person with pre-populated demographic information.
Filtering target audience based on Touch Rules: You can filter your target audience from a list by applying touch rules. This will help prevent you from over-surveying your participants.
5. How can I customize the look and feel of the survey invitation?
You can customize survey invitations with images, custom text and subject lines, background and border colors and text formatting (bold, italic, underlined, justify, bullets and numbers, etc.).
- Click on 'Customize Invitation' at the 'Launch a Survey' main page.
- You can customize your survey invitation in each language in which you created the survey with sender's information, images, invitation content, colors and formatting.
6. Can I personalize invitations?
Yes, you can personalize your invites with participant information (name, employee ID, title, company, etc.) using our Mail Merge feature.
7. How can I customize reminders?
You have the option to customize reminders to look the same as the initial invitation, or you can choose to send a different reminder.
Reminders can be set to the same as the survey invitation just by clicking 'Customize Reminder with the same settings' in Customize Invitation and saving it.
You can customize the reminder with different settings by clicking on 'Customize Reminder' in 'Launch a Survey' main page and using the various customizing options available.
8. Can I choose to send invitations in HTML or non - HTML format?
Yes, you have a choice to send your invitation in either HTML or non – HTML (plain text) format.
While sending your survey invitations by clicking on 'Invite via Email', you will have the choice to 'Select Format of Invitation' in the first step.
9. How does SoGoSurvey tool deal with Spam filters?
Our Email Relay technology ensures high delivery rates for surveys. Also, we have a strict anti-spam policy to deal with spam emails.
10. Can I test survey invitations before I launch a survey?
Yes, you can use our "Test Invites" feature to assure quality of invitations prior to sending them.
- Select the survey you want to test and click on 'Send Test Invites' link.
- Send the test invitation by following simple steps in the wizard and check the test invitation from the invitee's email address.
Note:
When the survey is accessed in test mode, the responses will not be recorded. You need to launch the survey by sending real invitations for the responses to be recorded.
11. Can I combine online surveys with paper and phone surveys?
Yes, SoGoSurvey supports data collected from paper, phone and face-to-face surveys. Our Import feature seamlessly integrates this data with data collected using online surveys. "Import" is located on the 'Design a Survey' page.
12. How can I invite individuals to a survey who don't have email addresses?
Our Offline Invites feature allows you to generate invitations for individuals whose email address you don't have or who don't have an email at all.
You can generate unique passwords for individuals using the 'Offline Invites' feature and send these passwords to them to participate in your survey.
13. What is your Opt-Out policy?
Anyone to whom the survey is sent is allowed two ways to Opt-Out: 1. they can opt-out of the current survey invitation or 2. Opt-out of all future survey invitations sent from your SoGoSurvey account.
Survey administrator has a choice to show opt-out link in survey invitation by selecting 'Include opt-out notification at the bottom' option in STEP 4 - Edit/View Message while sending invitation through Invite via Email.
14. Can I see who has opted-out of a survey?
Yes, via the Distribution Report, you can see the opt-out status of each respondent.
15. Why am I receiving the following error message in my customized invitation?
– "Please limit your Email content to less than 4000 characters."
Users generally receive this error message when they copy/paste their invitation content from Microsoft Word or some other MS Office program. Copying from MS Office not only copies your text, it also copies special characters (HTML code) which are included in character count.
In order to resolve this issue, please copy/paste your text from MS Word into Notepad, and then copy/paste from Notepad into Email Content box. This will remove all of the special characters from your text and allow it to be accepted by our survey tool.
Maximum character limit for email invitation / reminder text is 4000.
16. I have an Excel file with Email addresses, how can I use it to send out my surveys via Email?
Your Email addresses should be in the first column of your spreadsheet, and it should be saved as either an Excel 2003 or .CSV file. You can use this file to send invitation directly by selecting From File option or you can build a list in List Manager first then use the list to send invitations.
17. Why doesn't my list appear in the dropdown when trying to use mail merge in my survey email invitation?
If you have built your list in the List Manager and it is not showing up as a list you can choose to send your Email invites to, it is likely that your list was created using Unique IDs rather than Email addresses. Please recreate your list in the List Manager and select EMAIL ADDRESS in Step 4, as indicated below (in blue).
18. How do I use mail merge?
In order to use mail merge, you must have already built a list in the List Manager.
To use mail merge, first select YES next to Use Mail Merge in the Email Invite in Step1 of the Invite via Email process. Then choose FROM A LIST as the source of your Emails in Step 2, and choose the list you would like to use. Mail merge is implemented in Step 4 of this process. Under the header Use Mail Merge, you will have the option to select attributes that you would like to merge into your invite. When you select an attribute, the code for that attribute will appear to the right. Copy and paste the entire code directly into the body of your invite below – exactly where you would like it to appear. Please be careful to copy the entire code. You have the ability to mail merge multiple attributes into your invitation (i.e., First Name, Last Name, etc.). To ensure that you implemented mail merge correctly, review the CONFIRM INVITATION MESSAGE section in Step 6 of the Invite via Email process. The mail merge values from the first record on your list will show up in this section.
19. Why aren't my invitations being delivered to my recipients' inboxes?
There are several reasons why your invitations may not be making it to your recipients' inboxes. Emails can bounce because the person's inbox is full, their Email address is typed incorrectly, their mail server does not accept HTML Emails, or one of a variety of other reasons. Emails can also get caught in SPAM filters if they resemble a piece of SPAM mail, so it is important to customize the subject line and body of your invitation message. For more information on this topic, you can take help from SoGoSurvey support.
20. Why does my account show that my invites have been delivered when I scheduled them to be delivered in the future?
Survey account will show all pending invites as having been delivered if you look at the table provided in the Launch a Survey. However, if you look click on DISTRIBUTION REPORT in the Launch a Survey, and filter the SCHEDULED INVITES in the dropdown menu in the upper left, you will see that your invites are queued as well as the date and time that they are scheduled to be sent out.
21. How do I reschedule my email invitations?
If you have scheduled invitations that you would like to reschedule, you must delete your scheduled invitations in the Distribution Report. To do this, click on the DISTRIBUTION REPORT button in the Launch s Survey. In the upper left, click on the VIEW dropdown box and select SCHEDULED INVITES. Check the box in the upper left corner of the table to select all scheduled invites on that page, and then click delete. You are able to delete 100 invites at a time. Please be careful not to delete any invitations that have already been sent because this will also deactivate that individual's survey link, or delete their survey response if they have already taken the survey.
22. How do I send invitations to a few people and NOT to the entire list?
In Step 2 of the Invite via Email process, choose FROM A LIST as the source of your Email Invites. In the dropdown that appears beneath, choose the sample size as SELECTED EMAIL ADDRESSES. Click the Email addresses on the left and click add to put them in the box on the right. The box on the right contains the Email Addresses that your invitation will be sent to.
23. Can I send more than one email invite to the same email address?
Yes, you can send multiple Email Invites to the same Email Address.
24. How do I send reminders to people I've already invited to participate in my survey?
Intelligent Reminders are available only in Private with Unique Key (PUK) surveys. In the Launch a Survey, click on your PUK survey and then click REMIND VIA EMAIL. If you would like to send reminders to only selected Email addresses, check the box to the left of each address and then click SEND/SCHEDULE REMINDER. If you would like to remind everyone, click SEND/SCHEDULE REMINDER TO ALL. Click OK on the pop-up prompt.
Step 1) Choose the format of your Email Reminder. If you sent your original invite as an HTML Email, consider sending your reminders as Plain Text Emails to increase the likelihood that all of your participants will be able to receive them.
Step 2) Gives you one last opportunity to review and make changes to your message before sending it out.
Step 3) Send your invitations immediately or schedule them for later.
25. I accidentally sent out real invitations to my survey when I meant to send out test invites. Now I need to edit my survey but I'm unable to do so. What should I do?
If you want to make only textual changes then you can do that without deleting responses from the 'Design a Survey' tab. Select the survey and click on EDIT button. Select EDIT SURVEY TEXT in order to make textual changes.
If you want to add or delete answer options or questions, then you have to delete all responses. If the responses you have received are not important for your dataset (for example, the respondents were only reviewing your survey formatting but you aren't interested in their actual answers), then you can delete their responses to put your survey back in edit mode. To delete the responses received in order to edit your survey:
Step 1) In the Launch a Survey tab, select your survey and then click DISTRIBUTION REPORT.
Step 2) You must delete all responses to your survey from DISTRIBUTION REPORT if you wish for it to be back in edit mode. (Keep in mind; once you delete these responses, any data collected by your survey up to this point will be permanently lost).
26. How can I change the name and Email address found in my Email invitation?
Step 1) In the Launch a Survey tab, select your survey and click CUSTOMIZE INVITATION.
Step 2) At the top of the page you will see a field marked Sender Name and Sender Email Address. The text that you type into these fields is what will be found in your Email invitation.
Step 3) When you are finished making changes, scroll to the bottom of the page and click SAVE.
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