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I do surveys for multiple clients and each has a unique sample (members, customers, etc.) We issue invites, send reminders. We do not reuse that list.
I also do a series of industry studies that are distributed to a common sample, but one that I refresh at least annually using various outside sources. Today I keep that data in an Access database and write out an Excel file to use as the sample each time I do an industry survey.
I'm trying to decide whether I should be using the Contact Manager for any of this.
One additional data point. I like to send out surveys in waves. That is, I send out a random sample of say 3,000 and we track response. Depending on what response we get, I may send out another 3,000. (In some case, these different lists represented demographic segments such as job categories.) Obviously I need to track these separately in terms of initial invitations and followup reminders. In one survey system I used several years ago, there could be multiple lists for the same survey and I could track response rates by those individual lists and send reminders by list. In the system I most recently used, there was only one list and when I sent out a new wave, it was added to that list. However they had a way to filter for reminders that enabled me to avoid sending a reminder to those who had just gotten their initial invitation. Not perfect, but workable. I'm wondering how I do that here and whether the Contact Manager would be helpful.
Whether to use the Contact Manager
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The Contact Manager is most useful for maintaining a permanent list of contacts that you will invite to answer more than one survey. While still allowing you to accomplish everything you can with an Autofill launch, it also keeps track of overall respondent participation. A point system shows each contact's current and maximum possible score, and also expresses that as a percentage. Counts of the number of surveys contacts have been invited to, started, and finished are also included, as well as an indication of whether or not a contact is "active" based on their participation.
If you never or very rarely invite the same people to take another survey, the Contact Manager may not be as useful to you, since you would still be importing a CSV file for each individual launch. You can certainly continue to use Autofill to import a CSV file for each launch, and the Email Reminder feature's option to send to those who haven't responded X number of days after the invitation. While the application does not maintain separate lists of respondents based on when they were invited, a Reminder set up this way will send to those who haven't responded on the appropriate day.
If you need to be able to set up reports that focus on groups of respondents by their invite date, I might suggest including an additional field in your CSV file for that date or some indicator of which group or wave they are part of.
I hope this information is helpful to you. If you have any further questions, please do not hesitate to contact us via phone, Live Support chat, or email.Comment -
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Thanks, Justin. Very helpful reply.
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