Test Survey Link/Invitation

It’s always a best practice to review and test your survey before its launch. Your survey should look its best, and the flow and functionality should work exactly as you’ve planned. Plus, it’s good to be able to test without messing up your reports by collecting test data. No problem! SoGoSurvey lets you test your survey and any invitations you’d like to send with Test Links and Test Invitations.

Get a Test URL

To share the survey with your team for feedback before launching, generate a Test URL. This test survey link can be shared and forwarded for a thorough review but any responses collected will not be included in your reports.

Important: Test URLs should not be used for survey distribution. Use options on the Publish menu when you’re ready to send.

Here’s how you can generate a Test Survey URL:

  1. Select your survey, then click Distribute.
  2. On the left of the Distribute menu bar, click Test.
  3. Select Get a Test URL from the dropdown.
  4. Click on the checkbox “I understand the purpose of the TEST URL”.
  5. Copy the link and click Done.

Send Test Invitation

You may also send Test Invitations before launching actual invitations, to preview and test all aspects of both your invitation and survey.
You may send Test Invitations from either Design or Distribute.

What?
Test Invitations are live invitations that you can send to yourself, your co-workers, and anyone else involved in planning. Test Invitations are just for internal testing purposes and responses are not collected for reports.
Why?
Preview and evaluate the customized invitation
Preview and evaluate participation page(s)
How Can I Tell?
Don’t worry – you’ll know it’s a Test Invitation! You’ll see reminder messages in red throughout the publishing and review process.
Choose to fully customize with a complete Send Test Invitation wizard or fast-track through Quick Send.

Here’s how to send a Test Invitation:

  1. Choose to send a Test Invitation:
    • Under Design, click the blue Test Invite icon in the top right corner of the survey canvas.
    • Under Distribute, click on Test in the Distribute menu bar, then select Send Test Invitation.
  2. Select Single-Use Link under Publish by Email and proceed by clicking Continue.

    Multiple responses can be submitted using the same single-use link Test Invitation.

  3. Select Email Message displays the invitations created under Email Templates. Hover over your choice, then:
    • Click Select to proceed with this message.
    • Click Edit if you need to make modification/changes.
    • Click on Preview if you want to view the Email Message before selecting.
  4. For Source of Email Addresses, you may choose from Type Manually, From a File, and From a List.
  5. Under Additional Publishing Options, you can choose to select ‘Pre-populate Survey’. If this survey contains one or more pre-populated questions, this option will be pre-selected. You may also uncheck this option, if you prefer.
  6. Click on Continue to proceed.
  7. The Mail Merge step asks you to provide values for mail merge variables used in the email content. All the email addresses would be listed down with the text boxes to enter values manually.

    If you do not see this step, you have not entered any mail merge codes in the email content. Return to the edit step to include these mail merge codes.

  8. On the Send/Schedule Invitations page, the system will display the approximate number of invitation that are going to be sent/scheduled.
    • Send Now to deliver Test Invitations immediately.
    • Schedule for Later to launch Test Invitations at a different time.
  9. Click on Send/Schedule Invitation at the bottom of the page.

Quick Send Test Invitations

In a hurry but not ready to launch? This option combines the best of Test Invitations and Quick Send. Remember: It’s not a “live” invitation, so no results will be recorded, and Mail Merge and Data Population won’t work in this situation.

  1. Select your survey, then click Distribute.
  2. On the left of the Distribute menu bar, click Test.
  3. Select Send Test Invitation from the dropdown.
  4. In the top right corner of the page, click on the Quick Send button.
  5. Choose the type of invitation you want to send.
    • Single-Use Link
    • Multi-Use Link
  6. Enter email addresses separated by comma or a line break.
  7. If the selected survey is available in multiple languages, choose the desired language for the invitation.
  8. From the Email Message dropdown menu, choose any of your customized invitations created in Email Templates. Click the preview icon to review messages as needed.
  9. Identify when invitations should be sent.
    • You can choose to send immediately by clicking Send.
    • You can postpone delivery by selecting Schedule for Later.

Messages with Mail Merge values included will not be displayed in this dropdown menu.

Track Test Invitations

Test Invitations sent are not displayed alongside “real” invitations in Track Survey or elsewhere in the platform, nor calculated in response rate or other reports. Still, you can track what’s happening with any Test Invitations by looking in the right place! Plus, you can review any responses submitted for reference during your testing.

  1. Select your survey, then click Distribute.
  2. On the Distribute menu bar, click Track Survey.
  3. In the bottom left-hand corner of your screen, click on the Test Invites icon.
  4. Review detailed information about any Test Invitations sent. You may also apply various filters to drill down and view specific responses.
  5. Review the list of email addresses that have been sent Test Invitations. Those that have completed the survey will be hyperlinked. Click on the Email Address link of the desired invitation. Recorded responses will open in new window.

Please email us at support1@sogosurvey.com or fill out this form and we will contact you shortly.

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