A clear path from setup to your final results.

Run your first Surveylet study

Follow the main steps from account access to a tested survey, participant invitations, and downloadable results.

Sign in and manage your account

Use administrator credentials, email verification, and account settings to prepare your Surveylet workspace.

Plan the study before programming

Turn your protocol into a survey structure, feedback plan, and analysis checklist before you start building.

Create a survey and assign its groups

Create a closed survey, give it a useful title, and connect the correct participant and administrator groups.

Review the main survey settings

Understand the purpose of the survey settings tabs and the choices that affect access, feedback, and reporting.

Understand subscriptions and response validity

Plan administrator access, response blocks, and continuing rounds across a subscription renewal.

Participants & access

Choose the survey privacy level

Understand Low, Medium, and High privacy and make the choice before the first response is collected.

Manage panelists and participant groups

Add people to the right group, understand shared membership, and avoid deleting answers when changing access.

Add and import panelists

Use individual user records or the text import format to add people to your participant group.

Give administrators and analysts the right access

Separate survey management from guest analysis and choose whether analysts may view participant identities.

Choose the correct invitation link

Distinguish administrator login, personalized questionnaire links, and shared registration links.

Use public or anonymous survey access

Select registration, direct access, or unique random identifiers while planning for return visits and response usage.

Run the study

Send invitations and targeted reminders

Prepare a personalized invitation, test the email, and select the participants who should receive it.

Create reusable invitation templates

Use templates and safe personalization variables to keep invitations consistent across languages and rounds.

Resolve missing invitations or verification emails

Check the address, recipient filters, opt-out status, and organizational mail filtering before resending.

Test your survey before launch

Compare preview, manual test responses, and live testing mode, then prepare a clean dataset for your study.

Launch, close, or reopen a survey

Control participant access and understand the cleanup actions that occur when a survey is opened.

Manage rounds and snapshots

Choose whether a new round starts empty or copies answers, and understand what a round does—and does not—preserve.

Control when participants see feedback

Combine the consensus method, saved answers, display permissions, and minimum-answer threshold.

Build the questionnaire

Build pages and edit the questionnaire

Organize related questions on readable pages and use preview to check the participant experience.

Choose the right question type

Match the input control to the information you need: one choice, several choices, text, numbers, rankings, or a matrix.

Configure required answers, comments, and feedback

Review the options that control question behavior, analytics visibility, consensus, and progress.

Build and test matrix questions

Configure rows and columns separately, keep scales consistent, and check each matrix cell in the participant view.

Use numeric, constant-sum, and ranking questions

Give clear units and ranking instructions, then check how the collected values appear in reports.

Import questions and apply bulk edits

Speed up programming with text imports and carefully targeted changes across questions or matrix columns.

Add consent, hiding rules, and page branching

Route participants through the right questions and test every condition before collecting study data.

Randomize pages, questions, choices, or rows

Select the level of randomization your design needs while preserving ordered scales and essential study instructions.

Let participants suggest new choices or rows

Use adaptive input when the study design allows panelists to add items that become visible to the panel.

Build and test a multilingual survey

Distinguish manually authored translations, participant language preferences, and optional automatic translation.

Style the survey and check accessibility

Apply readable branding and verify that participants can navigate, answer, and save on their devices.

Consensus & statistics

Configure the study’s consensus rules

Match question-level measures and thresholds to your protocol, then verify them with known test data.

Use range consensus on rating scales

Group ordered ratings into ranges and distinguish any-range, high-range, and combined inclusion/exclusion rules.

Configure RAND/UCLA appropriateness analysis

Use a nine-point rating scale and review the selected agreement and disagreement definitions.

Understand statistics and “Group Stability”

Enable the measures you need before launch and distinguish within-round agreement from change between rounds.

Use the KPI and comment-scale libraries

Identify demographic questions, organize analysis categories, and create scales for rating comments.

Results & exports

Monitor participation and review questionnaires

Use response records, progress, missed questions, and private chat to support the panel during the study.

Analyze results by stakeholder group

Connect demographic KPIs to collected answers and compare subgroups using consistent rules and denominators.

Read the analysis pages and historical charts

Select the question and round, inspect distributions and statistics, and interpret revisions as events rather than new participants.

Download results and choose the right report

Select the correct round and report, then verify labels, scores, missing data, and privacy before analysis.

Explain response counts and “I don’t know”

Separate account usage, entered questionnaires, valid item ratings, and revisions when totals differ.

For participants

Participant

Participant quick start

Open your personal invitation, save your answers, and return to the study when the team asks you to.

Read guide → Participant

Save answers, navigate, and check progress

Know which buttons save your page and how to resume without losing unsaved changes.

Read guide → Participant

Read group feedback and comments

Understand the available feedback tabs and why some results may be hidden or delayed.

Read guide → Participant

Participant access and troubleshooting

Find the next step for a missing invitation, access error, saving problem, or confusing progress indicator.

Troubleshooting & FAQs

Everyone

Administrator troubleshooting checklist

Diagnose common access, saving, feedback, progress, and export problems using the relevant settings.

Read guide → Everyone

Frequently asked questions

Quick answers about participation, survey setup, feedback, rounds, response allowances, and analysis.

Reference

Advanced configuration reference

Review access-link parameters, page randomization, role mapping, and optional analytics before using them in a study.

Surveylet application page map

Find the application page for a common task without reading the user guide in menu order.