Getting Started and Distribution Overview

Getting Started and Distribution Overview




    










Data Collection & Distribution

User Manual — Getting Started & Distribution Overview




A. Purpose of this User Manual

This manual guides you step by step, through sharing surveys using SurveyHub. Use it to set up distribution channels — links, QR codes, embedded forms, APIs, SMS, and email — and collect responses quickly and safely.

B. Getting Started: Survey Distribution

B.1 SurveyHub Login

Step 1: Click the SurveyHub link. You will be redirected to the Single Sign-On page of SurveyHub, after which the system will take you to the landing page.



B.2 Navigating to Distribute

Step 1: Click the Surveys tab.

Step 2: Select any existing survey or create a new survey.

Step 3: After designing the survey, navigate to the Distribute tab.

C. Distribute Overview

The Distribute tab allows users to add new channels such as Web Link, QR, Email, SMS, API, and Embed Channel. Each channel controls how you distribute your survey — by sharing a link, sending it to email addresses, or delivering it via SMS.

C.1 Channel Summary

The Channel Summary section provides an overview of all configured channels and statistics related to how many responses and invites are gathered from each channel's distribution.

The user can switch between All Channels, Active Channels and Inactive Channels using the tabs below the Channel Summary title. A search bar allows users to find channels by their name or channel type.

The table displays the following information:

  • Channel Name: Displays the name of the channel along with the channel type (Email, SMS, WhatsApp, etc.).
  • Created On / Last Updated: Provides key timestamps to track when the channel was first created and when it was last modified.
  • Health: Displays the statistics of number of responses and invites for a specific channel. For contact-based survey distributions such as Email and SMS, the health column displays the number of invites sent along with number of failed invites. The platform aggregates responses for today and the current week.
  • Responses: Displays the total number of responses gathered from the specific channel since its creation.
  • Status: Displays whether the channel is currently Active or Inactive. An inactive channel stops collecting responses from its generated links. By clicking the Status, the user can quickly switch the channel status.
  • Logs: Navigate to the logs page to view individual response and invite statistics.
  • Actions: Rename, edit and delete the created channel by clicking the menu icon.


C.2 Default Settings

Default settings allow you to pre-apply advanced settings before creating any channel distribution. This enables you to configure restrictions and link behavior for all newly created channels without manual configuration for each channel.

Step 1: Click the Settings icon to view default settings.

Step 2: Click the + icon to open the configuration for an individual option.

The following settings can be configured as default for all channel distributions:

  1. IP Restriction: Restrict the survey to specific IP addresses, or block access from specified IP addresses.
  2. Response Limit: Close the channel after a specified number of responses have been collected.
  3. Link Expiry: Configure the timestamp at which the survey link should expire.
  4. Remove duplicated invited contacts within days: For contact-based distributions or API Channel, If previously invited contacts are added again within the specified period, the system will not resend the survey to them.

  1. Survey Sub Domain: Customize the sub domain of the survey link which will be shared.
  2. Multiple Responses: Configure whether a survey can be taken more than once from the same device or restrict multiple responses to be taken from the same device.
  3. Cutoff Date and Time: Define until when responses will be accepted. If left Off, responses will be accepted until you manually close the Channel.
  4. Gateway: Configure the Email and SMS Gateways through which the survey and its reminders need to be delivered.
  5. Completion Rule: Define what happens after a user has completed the survey. This allows you to add an Exit Link URL or configure how the completion screen should behave in case of Logic Exit, Disqualification or Quota Exceeded.