FlexiSurveyUser guide

Distributing Your Survey

Get your survey in front of respondents — public links and QR codes, tracked email campaigns, the embeddable website widget, and the authenticated respondent portal.

For: Programme Managers, Communications StaffPlan: Starter and above

This guide covers every way to distribute a published survey, from a quick public link to a tracked email campaign. Pick the channel that fits your audience — and combine them when you need to.

Most distribution channels are available on every plan; a few (custom from-address, the respondent portal) are plan-gated and noted below. A survey must be published and active before it can collect responses — see the Building a survey guide for that step.

Quickstart: Distribute your survey

Follow these steps in the product:

A survey only helps once it reaches people. This guide covers the three ways to distribute a FlexiSurvey survey: an email campaign, an embeddable website widget, and a direct public link or QR code.

1. Email campaigns

From the Campaigns area you can send a survey to a list of recipients by email, with delivery and open tracking. Start a new campaign to reach your contacts directly in their inbox.

Email campaigns

2. Build a campaign

Pick the survey, name the campaign, and write the invitation email. Upload your recipients as a CSV, review, and send — each recipient gets a unique, trackable link to your survey.

Build a campaign

3. Embed on your website

Prefer to collect on your own site? The embeddable widget gives you a copy-paste snippet (script tag, iframe, or JavaScript) that drops the survey straight into any web page — no engineering required.

Embed on your website

4. Share a public link or QR code

Every survey also has a shareable public link that works on any device with no sign-in — ideal for field collection. Share it directly, post it, or turn it into a QR code respondents can scan in person.

Share a public link or QR code

Choosing a channel

Channel Audience Login required?
Public link & QR code Anyone — anonymous, walk-up No
Email campaign A known contact list No (per-recipient tokens)
Embeddable widget Visitors to your own website No
Enumerator assignment Your field staff Yes (mobile app)
Respondent portal Enrolled respondents / panels Yes

Field assignments are covered in the Manage enumerators guide; this guide covers the public and contact-based channels.

The simplest channel: every published survey has a public link and a matching QR code. Share the link in a message or printed material, or print the QR code on a poster or card for walk-up collection. Responses through a public link are anonymous unless your survey collects identifying details.

Share a public link or QR code

Email campaigns

For a known contact list, run an email campaign with per-recipient tracking.

Email campaigns

Building a campaign:

Build a campaign

On Organisation and above you can send from your own verified domain (customEmailFrom) so invitations come from your organisation's address rather than the default sender.

The embeddable widget

To collect responses on your own website, embed the widget — a small JavaScript snippet that renders the survey inline on your page.

Embed on your website

The respondent portal

For respondents who return over time — panel members, enrolled beneficiaries — the respondent portal gives them a signed-in home where assigned surveys appear. Respondents authenticate to their own portal (separate from your team's dashboard) and complete the surveys assigned to them. The portal is an Organisation-plan feature and lights up when an assignment producer — a panel wave or a field assignment — gives a respondent something to do.

Tips for response rates

Who can do what

Troubleshooting