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Send a Survey
  1. Click the Launch tab for the survey that you want to send.

    The Launch tab of a survey contains the Launch Wizard which will guide you through sending your survey to its recipients.  Also, if you send out email invitations through Vista, the Invitation List will be displayed on this tab.

    Launch tab example

    Note: If you are using the Salesforce.com version of Vista, the Launch Wizard will include the option to send your invitations through Salesforce.  For more information about this option, see Launching through Salesforce.

    For more information about the Invitation List, see Invitation List.
  2. To send the survey, click Launch Wizard.

    The Launch Wizard has the following options for sending your survey:

    • I will send email invitations through Vista.
      In this scenario you will upload your contact list, compose your email message, and Vista will send out the email invitations for you.  Each respondent will receive a personalized email which will contain a unique link to your survey so Vista can track who is taking the survey.  Note that there also is an option to send out emails through Vista which will keep responses anonymous.  For more information about sending emails through Vista, see Sending Email Invitations from VistaNote that additional charges might apply when sending emails through Vista.
       
    • I will send invitations using my own email system.
      In this scenario, you will send out emails that contain a link to your survey using your own emailing tool.  Vista will create a link for your survey which you can copy into your email client or third-party email program.  There is no additional cost for this launch scenario.
       
    • I will add a link or popup to my Web site.
      In this scenario, you will add a link to the survey to your Web site, either as a hyperlink or a popup page.  Vista will ask you how you want the survey to display on your site.  Then it will generate the HTML for you to embed in your Web site.
       
    • I will instruct respondents to type an address into their browser.
      This option will just give you the direct link to your survey, which you can embed in a newsgroup, blog, etc.  This option is also useful for getting the link to test your survey before you send it out to your users.
  3. Select the way that you want to send your survey to its recipients, and then click Next.

    Depending on what launch method you selected for sending your survey, click one of the following:

I will send invitations using my own email system

When you select the option I will send invitations using my own email system in the Launch Wizard the Email outside Vista page displays.

email outside Vista page

  1. Click the format for the survey e-mail invitation:
     
    • HTML - Select this option if you want to send a message in an e-mail that acts as an HTML link (for example, Click here to start the survey). Most e-mail software supports HTML.
       
    • Plain text - Select this option if you want to send the link to your survey as a text link (for example, http://vista-survey.com/survey/v2/survey.dsb?ID=21849).
       
  2. Click Next.
     
    • If you selected HTML, in the Get Link Text page, enter the link text for your survey link, and then click Next.
       
  3. On the Launch Instructions page, click Copy to copy the survey link.

    Launch Instructions page
     
  4. In your e-mail program, paste the link into you e-mail.  Typically, you can paste the link by entering Ctrl+V.
     
  5. On the Launch Instructions page, to see an example of the e-mail before you send it, click Email Sample Invitation.
     
  6. On the Send Test Email page, enter an e-mail address, and then click Next.  Click Next to return to the Launch Instructions page.
     
  7. Click Next to return to the main page of the Launch tab.

I will add a link to my Web site

When you select the option I will add a link to my Web site in the Launch Wizard the Web Site Link page displays.

Web Site Link page

  1. Click one of the following options, and then click Next:

User clicks a hyperlink to start the survey

  1. On the Web Site Link page, click one of the following options, and then click Next:
     
    • Separate popup window
    • Main browser window 
       
  2. On the Get Link Text page, enter the text that will link to your survey, and then click Next
     
  3. If you selected Separate popup window on the Web Site Link page, the Get Popup Size page displays.  Enter the width and height of the popup window that will display your survey link, and then click Next.
     
  4. On the Launch Instructions page, click the Copy button.
     
  5. Paste the link into the HTML page on your Web site.
     
  6. Click Next to return to the main page of the Launch tab.

Automatically display a popup to a fraction of visitors

  1. On the Web Site Link page, specify the following options, and then click Next
     
    • The fraction of visitors to your Web page that you want to see the survey popup.
    • The width and height of the popup window.
    • Specify if you want visitors to see the popup when they enter or exit the Web page. 
  2. On the Launch Instructions page, click the Copy button.
     
  3. Paste the link into the HTML page on your Web site.
     
  4. Click Next to return to the main page of the Launch tab.

I will instruct respondents to type an address into their browser

When you select the option I will instruct respondents to type an address into their browser in the Launch Wizard the Launch Instructions page displays.

 Launch Instructions raw link example

  1. On the Launch Instructions page, select and copy (Ctrl+C) the link to your survey.
     
  2. Distribute the link to your recipients via email or any other method.
     
  3. Click Next to return to the main page of the Launch tab.

Invitations List

When you send emails through Vista, an Invitation record is created which contains the details about your invitation such as your contact data and response details.  The Invitation records are displayed in a table on the Launch tab with the following fields:

See Also:
Create a New Survey
Build a Survey from a Template
Edit a Survey
Format a Survey
View Survey Results
Print Survey Results
Convert Survey Results to PDF

Related FAQs
What happens if a respondent does not finish answering the survey?
Can I make changes to my survey after it is launched?
How do I redirect respondents to a Web page after they click Submit?
Can I make changes to my respondent data after it has been submitted?
How do I create a secure link to my survey?
Can I customize the link (i.e. URL) for my survey so it uses my website domain?
Can I point (i.e. redirect) a user to a different survey from an existing survey link?
Can I give my users a summary of their responses at the end that they can print?
Can Vista send an automatic notification email that is conditional on a question response?
Hide a question
Can I disable the Resume functionality of a survey?