Managing survey reminders

Reminders help you increase survey participation by nudging people who haven’t responded yet. In My Effectory, reminders are sent only to non-respondents.

By default, every survey has two reminders scheduled:

• The first one goes out halfway through the survey (50% of the runtime)

• The second one goes out close to the end (90% of the runtime)

You can fully manage these reminders yourself. This means you can change the timing, add extra reminders, or delete scheduled reminders directly from the survey page in My Effectory.

How to manage survey reminders

1. Find your survey in My Effectory and go to the survey page. You can only add, edit, or delete reminders when the survey is in the planned or running state (not in draft or completed).

2. In Survey settings, find the Survey reminders section and click Edit reminders.

3. A pop-up window will open where you can:

   • Change the date and time of an existing reminder (up to 15 minutes before it's scheduled to be sent).

   • Add a new reminder by clicking + Add new reminder and selecting a date and time (up to 15 minutes before it's scheduled to be sent).

   • Delete a reminder by clicking the trash bin icon.

4. When you're done, click Save reminders to save your changes.

The pop-up window also shows the sending status of each reminder:

• A checkmark means the reminder has been sent

• An animated sending icon means the system is still processing the emails

• Sent reminders appear greyed out