Custom Survey Schedules

The Survey Scheduler tool allows you to create flexible recurrence protocols. You can make Custom Recurrence schedules or use a One Time Only send. Select ‘Add Custom’ to create a custom schedule.

Custom schedules will send a Survey a specified number of times for a specified frequency and duration. You have the option to delay the first Survey send in a Custom Recurrence based on enrollment. You also have the option to set an expiration time, meaning once a Survey is sent, the Project participant cannot access the survey after the specified expiration time lapses.

Click to set frequency of survey delivery. You can specify frequency at the Day(s), Week(s), or Month(s) level.

Click to set duration of survey delivery. You can specify frequency at the Day(s), Week(s), or Month(s) level.

The total number of surveys scheduled to send are displayed automatically in the ‘surveys’ box. This number is derived from the set frequency and duration. This number tells you how many times the survey will be distributed to participants according to the custom schedule you have created.

In this example, the frequency is ‘Send a survey every: 1 Day(s)’ and the duration is ‘for 1 Week(s)’. Thus, 1 survey will be sent every day for 1 week (7 total surveys).

Here are a few examples of frequency, duration, and total surveys.

Send Survey Every For (Duration) Expected Survey Count
1 Day(s) 30 Day(s) 30
2 Day(s) 30 Day(s) 15
3 Day(s) 30 Day(s) 10
1 Day(s) 4 Weeks(s) 28
2 Day(s) 4 Weeks(s) 14
1 Day(s) 2 Month(s) 60
2 Day(s) 2 Month(s) 30
1 Day(s) 1 Year(s) 365
2 Day(s) 1 Year(s) 183
3 Day(s) 1 Year(s) 122
1 Week(s) 8 Weeks(s) 8
2 Week(s) 8 Weeks(s) 4
1 Week(s) 2 Month(s) 9
2 Week(s) 2 Month(s) 5
1 Week(s) 1 Year(s) 53
2 Week(s) 1 Year(s) 27
1 Months(s) 2 Month(s) 2
2 Months(s) 2 Month(s) 1
1 Months(s) 1 Year(s) 13
2 Months(s) 1 Year(s) 7
1 Year(s) 10 Year(s) 10
2 Year(s) 10 Year(s) 5

 

You can delay survey delivery based on days after participant enrollment. For example, if someone enrolled on 11/1 and you set ‘Delay start 2 Days after enrollment’, the custom survey schedule would not kick into effect for this participant until 11/3. If someone else enrolled on 11/5, the custom survey schedule would not kick into effect until 11/7.

After you select ‘Send Survey Between:’ & ‘And:’ time, click ‘Save’. Your custom schedule will now be listed. Surveys support multiple concurrent one time and custom survey schedules.