Survey Wizard – Finalize


To View Created Survey.


  • Mail Direct displays the Preview and details of survey created.


Case – Survey with option – Invite via Email 



Figure : Create New Survey-Finalize Page - Survey with option – Invite via Email


Case – Survey with option – Public Link 



Figure : Create Survey-Finalize Page Survey with option – Public Link


Case – Survey with option – Combined 



Figure : Create Survey-Finalize Page Survey with option – Combined


Table : Create New Survey-Finalize Page


Field

Description

Survey Name

Displays name of Survey

Preview Survey

Displays page design preview as shown in figure.

Survey Status

Displays Status of survey

Survey details

Displays survey details

Create  Campaign

Displays button to create new email campaign to send this survey.

Done

Displays button on click this button created as  planned survey



Survey Preview 

Clicking button will display the preview of the survey as shown below:



Figure : Create new survey-Survey Preview Page


Activating Survey


Invite via Email and Combined


For Survey with option – Invite via Email and Combined, the Survey can be activated by Creating/Editing Email Campaign and adding the Survey Link in the message. When the Campaign is fired, the Survey is activated.

An Link is provided - to create Campaign.


After Activation, the page will be displayed as:



Figure : Survey Detail- Finalize - Restricted Survey - after Activation


Public Link and Combined


For Survey with option – Public Link and Combined, there exists option to activate the Survey instantly or schedule the Survey Activation Date.


To Activate the Survey instantly click the link - Click here to activate the Survey now. An Alert is generated to confirm the Activation.



Figure : Survey Detail-Activate link window


On Confirmation the Survey is activated and the Finalize Section will display as:



Figure : Survey Detail- Finalize - Public and Combined Survey- after Activation


The link of the Survey is displayed, which can be used to respond to Survey.


Scheduling Survey


The survey can be scheduled by clicking the link – Click here to set the Start Date for the Survey. The popup will appear:



Figure : Set Survey Start date


After Entering/selecting the Survey Start Date and Clicking Submit will schedule the Survey and the Finalize section will appear as:



Figure : Create Survey- Finalize Page – Scheduled Survey


  • Click the link “Click here to unset the Start Date of the Survey” to unset Start Day
  • Mail Direct displays a message.



Figure : Create New Survey-Unset Survey Start date