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Select survey and email designs

This article covers one of the four steps in creating a survey in My Effectory. The four steps are:

  1. Selecting participants
  2. Setting the survey period and frequency
  3. Selecting survey questions
  4. Selecting survey and email designs

The final step in creating your survey is choosing the survey and email designs and adding a custom introduction to your emails. This helps you set the right tone and create a professional look for participants.

How to select survey and email design

  1. In the survey setup, go to step 4: Design.

  2. Choose a survey design:

    • Pick from the design templates available in your project. The options you see depend on what has been configured in the project settings by your project or central coordinators. Learn more about creating survey and mailing designs here.

    • Click Preview design to see how the design will look for participants.

  3. Choose an email design in the same way you selected the survey design, using the templates available in your project.

    • Click Preview layout to see how the email will look for participants.

  4. You can also add an email introduction by clicking + Own introduction. Learn more about custom email introductions here.
    • Click Preview text to see how the email text will appear to participants.
  5. Review your choices. That’s it, you’re ready to launch your survey!

 

Tip! Want to change something later? You can go back to this (and any other) step to make edits up until two hours before your survey launches!