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using-survey-batches.md

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description
Survey batches are used to control when your survey is open

Survey batches

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{% hint style="success" %} In order for a survey to be active, it must be part of an active batch. This means the batch must have a 'from' date which is in the past and a 'to' date which is in the future or left blank {% endhint %}

  • Batches provide a way to control when your survey is active by setting a 'from' and 'to' date. Respondents clicking on a survey link outside of these date will be informed that the survey is closed.
  • Batches also provided a way of grouping respondents based on when they completed a survey as the data set can be filtered by 'batch'. This is helpful if you run an annual surveys and want to be able to analyse results by year.

Step 1

  • Batch settings can be found under the 'Survey Definition' menu

Step 2

  • You need to set a 'from' date which is in the past in order for the batch to be activated

Step 3

You can organise batches by giving them a label and description

Step 4

Select 'create new batch' to create a new batch

Step 5

When analysing survey results, responses can be filtered by batch