Deploying Your Survey

Once your survey is active, there are several ways to get it in front of respondents. The method you choose affects what data you can collect and how much you can personalise the experience.

Before deploying, make sure your survey is active. Go to the Survey Dashboard and click Activate Survey, then type ACCEPT to confirm. The survey status will change to Active and the Live Survey URL will become accessible.

The Survey Dashboard, showing the Activate Survey button.

Note that the Live Survey URL is generated when the survey is created and does not change, however it will not work until the survey is activated.

---

Survey Link

Every survey has a Live Survey URL accessible from the Survey Dashboard. You can share this link in a regular email, add it to your website, or embed the survey using the Get Deployment Code options.

The Deploy Code screen showing the three embedding options — standard link, popup window, and inline frame — with the generated code displayed below.

Responses collected via a plain link are recorded as anonymous. All you know about each respondent is what they answered in the survey.

---

Sending via a UbiQuity email

Sending your survey via a UbiQuity email unlocks significantly more capability. When a respondent clicks the personalised link in a UbiQuity email, their response is linked to their database contact. This gives you the ability to:

• Send reminder emails only to contacts who have not yet responded

• Filter your database based on survey responses

• Merge database fields into the survey and triggered emails

• Use database fields in survey logic

To deploy via a UbiQuity email, ensure your survey is active, then create a mailout and use the Insert UbiQuity Link button to insert the survey link into your email content.

Use the highlighted button to insert UbiQuity links.

---

Previewing Before You Deploy

Before activating and sending, use the Preview Your Survey option from the Survey Dashboard to test the survey. You can preview anonymously using the Preview Survey URL, or preview as a specific database contact to test merge fields and logic.

Preview your survey as an anonymous recipient, or as a specific database contact.

Preview responses are kept separate from live responses and will not appear in your reports. Triggered emails will not fire during preview.

Testing checklist before you go live:

• Test the full survey from start to finish

• Test all show/hide logic and page branching paths

• Check the Inactive page is set up correctly

• Set a close date if applicable