Set survey timing by choosing launch and close dates, scheduling invite and reminder emails, and sending participation updates.
The Schedule tab includes options related to launching and closing the survey and consists of the following sections:
Schedule Plan
Use this section to determine the survey's schedule configuration:
Default
Select Gallup's recommendations, which include manually launching and closing the survey, email invites sent by Gallup at the survey's launch, email reminders sent weekly by Gallup, and no participation emails.
Note: You can still make adjustments to the schedule configuration after selecting this option.
Custom
Choose from each of the schedule options to configure a custom plan.
Schedule Plan section
Launch
Use this section to determine when to launch the survey:
Manual
Launch the survey yourself from the Review tab.
Specific Date and Time
Select the date and time for Gallup to launch the survey.
Note: After setting up the survey, you must select Mark Ready on the Review tab to indicate the survey is ready for Gallup to launch.
Launch section
Review tab, scheduled launch
Review tab, manual launch
Emails
Use this section to configure when Gallup sends the survey's email invites and reminders. It consists of the Invites and Reminders sub-sections.
Emails section
Invites
Choose when Gallup sends survey invite emails to respondents:
Survey Launch
Gallup sends the invites when the survey launches.
Specific Date and Time
Select the date and time for Gallup to send the invites.
Reminders
Choose when Gallup sends reminder emails to respondents who have not completed the survey:
Standard
Gallup sends the reminders one week after the survey launches and every week after that (three reminders maximum) until the survey closes.
Custom
Select the start date, time, and day(s) of the week for Gallup to send the reminders.
Note: You can choose to have Gallup also send reminder emails to respondents who have completed the survey.
Participation Emails
Use this section to configure scheduled emails from Gallup about the survey's participation. It consists of the General and Team Owner sub-sections.
General
Choose to receive emails from Gallup about the survey's participation. Regardless of your choice, survey participation data also appear on the Review tab.
General Participation Emails section
The Data area consists of the following options:
Daily total
The number and percentage of surveys completed each day, including cumulative totals and percentages.
By reporting group
The number and percentage of surveys completed for each reporting group you select (10 maximum).
By primary team
The number and percentage of direct and rollup surveys completed for each primary team that is part of the survey.
By custom team
The number and percentage of surveys completed for each custom team that is part of the survey.
Note: Gallup will create a separate CSV file for each selection.
If you have a trending survey, you can choose to include participation data from the survey's previous administration for comparison.
The Schedule area consists of options to set the time and day(s) of the week for Gallup to send the emails. Gallup will send these emails while the survey is live, plus a final email within 24 hours after it closes.
Use the field in the Recipients area to type the email addresses (25 maximum) of the individuals who should receive the emails. Separate each email address with a semicolon.
Team Owner
Choose to have Gallup send emails about team participation to team owners or delegates.
Team Owner Participation Emails section
The Data area consists of the following options:
Primary Team Owners
Owners of each primary team included in the survey will receive data about the number and percentage of surveys completed for their direct and rollup teams.
Primary Team Delegates
Delegates of each primary team included in the survey will receive data about the number and percentage of surveys completed for their direct and rollup teams.
Custom Team Owners
Owners of each custom team included in the survey will receive data about the number and percentage of surveys completed for their teams.
Custom Team Delegates
Delegates of each custom team included in the survey will receive data about the number and percentage of surveys completed for their teams.
The Schedule area allows you to set the time and day(s) of the week for Gallup to send these emails. Gallup will send participation emails while the survey is live, plus a final email within 24 hours after it closes.
Close
Use this section to determine when to close the survey:
Manual
Close the survey yourself from the Review tab.
Specific Date and Time
Select the date and time for Gallup to close the survey.
Close section
Summary
Use this section to review the survey's schedule settings and make any necessary changes.
Summary section