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Offline Distribution

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When you’ll see participants in person, or if you only have mailing addresses, survey Passwords can be distributed offline. You will be able to create a custom login page with a custom URL, along with Single- or Multi-use passwords. These passwords may be generated randomly, or uploaded from a List or File.

  • Single-use Passwords
    Choose Single-use Passwords if your survey will be distributed to participants who should only be allowed to participate once. Pre-population may be used with this option.
  • Multi-use Passwords
    When you will provide a group of participants with a password offline, possibly through a flyer or poster, and you want to allow multiple responses through a single password, choose Multi-use Passwords.

Creating Passwords

  1. Under Distribute tab, select your preferred survey and click on Publish Survey.publish survey
  2. Select Survey Access with Password under PUBLISH OFFLINE/MOBILE and click on Continue.publish_surveyaccesscodes
  3. Under Select Password type, choose your preferred password type.
    1. Single-use Passwords: These passwords will allow only one response each.
    2. Multi-use Passwords: These passwords will each allow multiple responses.

    surveyaccesscodes_step1

  4. Once the password type is selected, select the Language for participants.
  5. Select the Source of Passwords based on your preferred method, then follow the steps below.surveyaccesscodes_step1

Random Passwords

For quick system-generated passwords, select Generate Random Passwords.

  1. Enter the number of characters each Password should contain. A password should be 3-16 characters.
  2. Select the Password Format. Passwords can be Numeric, Alphabetic or Alpha-Numeric.
  3. Enter the Required Number of Passwords for your survey. You can create a maximum of 30,000 passwords at a time.
  4. Proceed to the next step (Customize URL and Page) by clicking Continue.
  5. Under URL for Survey Login, the URL for survey participation will appear. You can also customize the URL ending by simply clicking on Customize.
  6. Login page Look and Feel enables you to customize the login page to meet your branding and needs. You can edit or preview the login template.
  7. Select the login template and click on Download Survey Access Passwords to complete the publishing method.

If you choose Generate Random Passwords as your Source, you will not have the option to pre-populate.
Your pre-populated values associated with the unique IDs/email addresses will be displayed up to 2,000 characters.

Passwords From a File

To send From a File, follow these steps:

  1. Select Upload Custom Passwords as your source.
  2. Upload a File in .txt, .csv, .xls or .xlsx format with maximum size of 10 MB. Remember that the first column of your file will be created as the custom passwords.
  3. If your file includes column headers, select Yes for My Data as header(s)?.
  4. Pre-populate Survey: This option will be pre-selected if the pre-population is applied on one or more survey questions.
  5. Click on Continue. If your survey includes pre-populated values, the Pre-populate Survey step will auto-map the survey questions with the file attributes. Clicking Reset will reset all mapped values.
  6. Proceed to the next step (Customize URL and Page) by clicking Continue.
  7. You can customize the survey URL and login template. Please review the Pre-populated fields and make any necessary changes by going back to the Pre-populate the survey step. Click Preview Pre-Pop to display all pre-populated values associated with the unique IDs/email addresses.
  8. After the login template is selected, click Download Survey Access Passwords to download an Excel.
  9. Click Done to complete the publishing method.

Passwords From a List

If you have already created a list in Contact Manager, you may select Use an existing Contact List as your source.

  1. Select the list from the dropdown menu.
  2. To ensure you have selected the correct list, you may click on the Preview icon to view your Passwords/Unique IDs from the selected List.
  3. Pre-populate Survey: This option will be pre-selected if pre-population is applied on one or more survey questions.
  4. Click on Continue. If your survey includes pre-populated values, the Pre-populate Survey step will auto-map the survey questions with the list attributes. Clicking Reset will reset all mapped values.
  5. You can customize the survey URL and login template. Please review the Pre-populated fields and make any necessary changes by going back to the Pre-populate the survey step. Click Preview Pre-Pop to display all pre-populated values associated with the unique IDs/email addresses.
  6. After the login template is selected, click Download Survey Access Passwords to download an Excel.
  7. Click Done to complete the publishing method.

When you publish the same survey again with this same distribution method, a list of previously generated Survey URLs will be displayed. You will be able to customize the login page, download passwords, and Generate More Passwords for the same survey. You may also choose to create a new URL with new passwords for the same survey by clicking on Create New URL.

Distribute a survey offline