ADVANCED OPTIONS: Traits of the Unique Link: • SURVEY LINK TYPE: The survey link can carry with it certain constraints related to respondent link • By default, each unique link can only be used once, which prevents spamming. sharing and respondent identification (single use, multiple use, and anonymous). • The data collected through the link is automatically attached to the respondents’ panel information. • INDIVIDUAL LINK: The default selection. This is a unique link for each member of the panel you • The link allows you to track responses in progress and send out reminder and thank you messages to send to. It can only be used once. The Reminder and Thank You options on the Email History page your contacts. will not be available with the individual link. • The link automatically saves the respondents’ data as they progress through the survey. • MULTIPLE COMPLETES PER LINK: This option is designed to obtain a “snowball” type sample, where people forward the survey link to others who might be qualified or interested in taking the same survey. When the response comes in it will be associated with the person who was originally TO DISTRIBUTE THE SURVEY THROUGH EMAIL SURVEY: sent the link through the panel. • ANONYMOUS LINK: This is the same link as the link found on the Survey Link page. Those who take 1. In the “To” area, select who you want to send the survey to. the survey through this link are considered anonymous within the results. The Reminder and Thank • Click Enter Email Address to paste in the list information. You can paste multiple rows and You options on the Email History page will not be available when using the anonymous link. columns at the same time and Qualtrics will recognize those distinctions. Using this option • EMAIL EXPIRES IN: The amount of time until the link expires. Once the link is clicked, this expiration date no automatically saves a panel with a date and time stamp as the panel’s name. longer applies. By default, the link expires in 60 days. The options are from 1-90 days. Alternatively, you can • Hover over My Library (or a Group Library) to find and select a panel, a sample from a panel, click Custom to specify an exact date and time when the link will expire. or an individual within a panel. • CHANGE THE TARGET RESPONSE SET: This allows you to change the response set responses from this • For information on importing a panel, see Chapter 8: Panels. distribution are saved in. If you select the option, you can change the Response Set using the drop-down. 2. In the “When” area, select the time you want to send out the survey. Under Custom, you can specify the exact You can create new Response Sets under Survey Options on the Edit Survey tab. Most people will not need to date and time you want the survey to be sent out. Your other options are to: use this option, so it is not recommended unless you specifically want to place your data from this panel in a • Send Now different place than the rest of the survey data. • Send in 1, 8 hours • USE EMAIL DISTRIBUTION LINK: This option is useful when you would like to generate unique links but do • Send in 1, 3, 7, 14, 28 days not want to send them out through our mailer. For this option, check the box for Use email distribution link • Custom: Select the date and time you want it to go out. Specify the time according and select Don’t send emails. If you select this option and Schedule Mailing, no messages will be sent to to your time zone. participants. Instead, in the Email History section, you’ll be able to click the Actions drop-down next to your 3. If necessary, adjust the “From Name” and “Reply-To Email Address.” These are automatically populated from mailing and select Download Mailing History to get a list of survey links. You can then send these links out the information set in your user account. through a Mail Merge in your own email account. 4. Enter a “Subject” line for your email. • DON’T SEND EMAILS (FOR MANUAL GENERATION OF SURVEY LINKS): This option is only available if you select 5. Enter your email message. Enter the message directly into the Rich Text Editor field. After editing, you will need Use email distribution link. This is useful if you need to get the unique links for sending through your own to save your message by clicking the Save or Save As button. email server. You can download the links from the Email History page. • If needed, click Load a Saved Message to select an existing message. This can be a message you used on a previous mailing, or a message created in your Message Library. You can edit saved When using this option, you will need to create a panel, but the panel does not need to contain real email messages. If you make changes, you will be prompted to click the Save button to the right side. addresses. You can put in devnull@qemailserver.com but still put in the real name of the respondents. When 6. If necessary, click the Advanced Options button to set or modify the behavior of your mailing and survey link. the links are generated, the names will be linked to the survey link but no emails will be sent out. Q-TIP -TIP 7. Click Schedule Mailing. This button will say Send Now if you select the Send Now option in the “When” area. Q - T I P Q - T I P Send Test Email allows you to send an email to yourself with your current settings in place without having to schedule the - T I P entire mailing. This way you can make sure everything is coming through correctly. This feature is optional. Also, the link Figure 7-3 Advanced Email Options. that is sent to you through Send Test Email will be an anonymous link. 132 | Chapter 7: Distribute Survey Chapter 7: Distribute Survey | 133

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