Sending automatic reminders

You can activate automatic reminders that are sent after a selected number of days. These reminders are only sent to those contacts who haven't (completely) filled out your survey yet and to those who aren't paused. We'll never send reminders to contacts who have already filled out the survey completely.

Reminders are sent automatically when the following conditions are met

  • The survey is live on the date that the reminders are scheduled.
  • The contact either has the status Invited or Partially responded. Contacts with any other status do not receive a reminder.

There are two types of reminders:

  • No response reminder — This reminder is sent to all contacts who have not yet started your survey. They have the status 'Invited' in your contact overview.
  • Partial response reminder — This reminder is sent to all contacts who have started to fill out your survey but have stopped before reaching the end for some reason. They have the status 'Partially responded' in your contact overview.

When are reminders sent?

Depending on the reminder type, the Send reminder after x days setting uses a different base date (i.e., the date from which to start counting).

  • No response reminder — This reminder type is sent x number of days after the invitation. For example: you invite 100 contacts on May 1 and another 100 on May 2. Your 'no-response reminder' is set for 7 days after invitation. The contacts invited on May 1 will receive their reminder on May 8. The second group, the ones who were invited on May 2, will receive their reminder on May 9.

    This is done automatically as soon as you activate this reminder type. There's no need to keep an eye on the calendar. Just let the tool do its job

  • Partial response reminder — This reminder type is sent x number of days after a contact started the survey. For example: you invite 100 contacts on May 1 and set the number of days for your partial response reminders to 1. Half of them start filling out your survey that same day, but don't finish. The other half the next day. They also don't finish. The first group will receive a partial-response reminder on May 2, the second on May 3.

    What's even more useful is that the link in this reminder message points directly to the last page they were at before quitting.

Important: In Agile Research, one day is exactly 24 hours. When you send your invitations at 2 pm, your reminders will be sent at 2 pm as well. This is true for both reminder types.

Set up and activate reminders

  1. Open your survey.

  2. Select Distribute > Email.

  3. Select Reminders.
  4. Click Edit for each reminder type.

    Edit a reminder.

  5. Enter reminder text and click Save.

  6. Select the number of days after which each reminder needs to be sent and click on Save.

  7. The exact date and time of your next reminder is shown. Confirm the details.

  8. Change the Inactive dropdown to Active.

Active reminders are highlighted in green.

To send your reminders immediately, select a number of days that is less than the actual number of days that have passed. Reminders will then be sent immediately.