An important part of a project is setting up the cadence by which surveys are delivered to your participants.
When you have selected a project, you can accomplish this by going to the "Schedule Surveys" tab. You can then add multiple different schedules for delivering surveys to participants. You can also select which participants should receive the survey. See Using Survey Schedule Filters.
After creating a schedule, you can always change it by clicking on the column for the schedule.
To get started, click the "Add a Delivery Schedule" button. You will be prompted to select from one of the different schedule types:
Scheduling a Survey on Enrollment
The "On Enrollment" schedule contains the surveys that are delivered to the participant immediately after they enroll in your project. Simply select one or more surveys to deliver at this moment and click "Save" to save the schedule.
Your project can only have one "On Enrollment" schedule.
Scheduling a Survey Based on Participant Events
The "Based on Participant Events" schedule allows you to schedule your surveys relative to when the participant enrolled, or relative to one of your event dates, if applicable.
To begin, select how long after the selected date you'd like to deliver the survey(s). You can also opt to repeat delivery at a certain cadence. If you opt to repeat delivery you can also specify a time period after which you'd like to stop delivery of the survey(s).
For example: Deliver a survey 3 weeks after enrollment date, repeating every 2 days, stopping 6 weeks after enrollment date.
Custom Dates may be set in the past or the future. However, surveys with delivery dates in the past will not be delivered. For example, if you set the schedule to 7 days after surgery but the participant had surgery 14 days ago, that survey will not be delivered.
Scheduling a Survey Based on a Specific Date
You can also opt to deliver surveys to participants based on specific dates by entering the date for the delivery. Just like "Based on Participant Events" surveys, you can specify whether you'd like to repeat the delivery and at what point the delivery should stop.
For example: Starting on Monday, Oct 2, deliver a survey every 2 weeks.