Distribution & Fieldwork

Scheduling an Email Campaign for a Future Date and Time

Set a campaign to send at a specific future date and time instead of firing immediately.

Using Merge Variables to Personalize Campaign Emails

Personalize campaign subject lines and bodies with merge variables like the recipient's first name and their unique survey link.

Setting Up Automated Follow-Up Reminder Emails for Non-Respondents

Automatically remind contacts who haven't responded yet, without re-emailing people who already completed the survey.

Sending a Test Email to Preview Your Campaign Before Launch

Send yourself a test of your campaign to check the subject, merge variables, and survey link before it goes to your whole list.

Importing Contacts from a CSV File into a Contact List

Bulk-import contacts from a CSV into an Audience list so you can invite them to surveys by email.

Understanding Which Contacts Are Suppressed and Why

Suppressed contacts are automatically excluded from campaign sends — learn the four reasons and why suppression protects your deliverability.

Creating a Memorable Vanity Slug for Your Survey URL

Replace the long ID in your survey URL with a short, readable custom slug that's easy to say and type.

Embedding Your Survey in a Web Page with an iFrame Snippet

Embed your survey directly inside a web page with a copy-paste iframe snippet, so respondents answer without leaving your site.

Preventing Duplicate Responses by Enabling Re-Entry Lock

Stop the same person from submitting twice by locking re-entry after they finish the survey.

Sharing Your Survey with a Direct UUID-Based Link

Copy your survey's default direct link and share it anywhere — the simplest way to start collecting responses.

Adding a Pop-Up Modal Survey Overlay to Your Website

Show your survey as a pop-up modal or slide-in widget on your website, triggered by time, scroll, or exit intent.

Generating and Downloading a QR Code for Your Survey Link

Download a QR code for your survey so respondents can scan straight to it from print, posters, packaging, or slides.

Generating Personal Trackable Links in Bulk for Individual Contacts

Generate a unique link per contact so you know exactly who responded — without sending through Surveti's email campaigns.

Password-Protecting Your Survey to Control Who Can Respond

Require a password before anyone can enter your survey, so only people you've given the password can respond.

How Respondents Resume an Incomplete Survey Using Their Resume Token

Respondents who leave partway through can return and pick up where they left off using a save-and-continue link.

Sharing a Read-Only Preview Link with Stakeholders Before Launch

Send colleagues a client preview link to review the survey without collecting real data or affecting results.

Setting Up a Simple Response Quota to Cap Total Completions

Cap how many completes a survey (or a segment) collects with a response quota that closes automatically when full.

How Preview Mode Works Without Recording Real Respondent Data

Understand what preview mode does — full survey experience, logic and all, with nothing written to your results.

Using the Quota Fill Rate Dashboard to Monitor Field Progress

Watch each quota fill in real time to see how fieldwork is progressing and spot cells that lag behind.

Scheduling Your Survey to Open and Close at Specific Dates and Times

Set a field window so your survey opens and closes automatically at the dates and times you choose.

Manually Launching a Survey from Draft to Live Status

Take a survey Live by hand from the survey list when you're ready to start collecting responses.

Understanding the Survey Status Machine and Valid State Transitions

Learn the four survey statuses and which transitions between them are allowed, so you can manage fieldwork confidently.

Enabling CAPTCHA to Block Automated Bot Submissions at Survey Entry

Require a CAPTCHA challenge before respondents can enter, turning away bots on open links exposed to the public.

Using AI Auto-Translate to Generate Translations for All Question Text

Add a language and let AI auto-translate your whole survey, then review the results before fielding multilingually.

Understanding the Fraud Signals That Cause a Respondent to Be Flagged

Learn how Surveti detects low-quality and fraudulent responses, and how to review flagged respondents in the fraud dashboard.

How to Create and Send Your First Email Campaign

Invite a contact list to your survey by email, with a personalized invitation and per-recipient tracking.