Survey Scheduling

A survey schedule sends your original survey to your subjects repeatedly at your chosen interval. Survey schedules allow you to collect data over a specified time (e.g.,changes in weight, pain levels, and mood), making it easier to assess data trends.

How to Schedule a Survey

The option to schedule your survey is available once you publish your survey.

  1. Click on Surveys. survey tab

  2. Click on the name of your published survey to open the survey builder page.

  3. In the menu to the left of your survey questions, click the expand icon expand icon beside “Schedule”. Survey Schedule

  4. Click the “Survey is not scheduled” toggle so it reads “Survey is scheduled".

  5. Select the interval in which you wish to send the surveys (daily, weekly, monthly, yearly)

  6. Select other schedule options:

    • Limit the Number of Surveys - specify how many times you send the original survey to your subjects (e.g., if you want to record daily data for a week, you would set this to 7).

      Note: If you set the limit to 0, the schedule will simply act as a reminder with no repeat surveys sent.

    • Send Reminders For those that didn't start or complete the survey.

      • Daily reminders are sent 12 hours after survey is sent
      • Weekly reminders are sent 2 days after survey is sent
      • Monthly reminders are sent 1 week after survey is sent
      • Yearly reminders are sent 1 week after survey is sent
    • Expire Old Responses If a subject forgets to submit their daily weight survey before the recurrence is assigned, the system will expire the old survey so that the subject only has one survey response assigned at a time.

  7. Send your survey.

Please see the chart below regarding Survey Schedule Rules. Note how the initial survey send date and time influences when the scheduled surveys will be sent.

Interval Interval Rule Initial Survey Date Next Survey Date
Daily Every day, same time May 1, 2020 at 9:00AM May 2, 2020 at 9:00AM
Weekly Same weekday, same time May 1, 2020 at 9:00AM May 8, 2020 at 9:00AM
Monthly Same day of the month, same time May 1, 2020 at 9:00AM June 1, 2020 at 9:00AM
Yearly Same calendar day, same time May 1, 2020 at 9:00AM May 1, 2020 at 9:00AM

Note: For monthly and yearly scheduled surveys, it is good practice to avoid sending your initial survey on days 29, 30, or 31 of the month as some months are shorter than others. E.g., A survey sent January 31, 2020, 9AM and scheduled monthly, will NOT be able to send a survey on February 31, 2020 as that date does not exist.


Last update: February 13, 2020