Mandatory steps to launch a survey

Compatibility:IdSurvey 5IdSurvey 6

To launch a survey with IdSurvey you have to follow mandatory steps. More importantly, each methodology (CATI, CAWI or CAPI) has different requirements to launch a survey.

In “Settings” section of the survey menu you can see on the right side of the page three icons for each method. Those are the mandatory step for each methodology to launch a survey. With mouseover you can see which sections are set (green) and which are not (orange).  The icon will turn green when you complete all needed sections.

CATI steps to launch a survey

CATI Mouseover

CATI

The three icons (and related mandatory steps) for CATI are:

  • Questions: insert a questionnaire for your survey
  • Contacts Management: associate a list of contacts to your survey
  • Assign interviewers: assign interviewers profiles to the survey

CAWI steps to launch a survey

CAWI_mouseover

CAWI

The three icons (and related mandatory steps) for CAWI are:

  • Questions: insert a questionnaire for your survey
  • Contacts Management: associate a list of contacts to your survey, even dummies. *NOTE: this step is no longer needed in version 6 and subsequents, see CAWI anonymous distribution

CAPI steps to launch a survey

CAPI_mouseover

CAPI

The three icons (and related mandatory steps) for CAPI are:

  • Questions: insert a questionnaire for your survey
  • Contacts Management*: associate a list of contacts to your survey. (only required if you administer your survey to a specific list of known respondents)
  • Assign interviewers: assign interviewers profiles to the survey
  • Set filters*: assign filters to the interviewers. (only required if you upload a list of respondents)

*You can skip these steps if you administer your CAPI survey to random contacts in different location. That is to say, if you use anonyous distribution. 

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