Methods for starting a survey in-person and finishing it online. | XM Community
Skip to main content

Hello!
My team and I are working on a survey where we are approaching people in-person and if they agree, we will start the survey with them to walk them through the initial steps (Mainly the consent process, and initial questions). Our team acknowledges that participants may need to leave before the entire survey is done and we were looking for ways of starting the survey in-person on a device owned by the study team, and then emailing/texting participants a link to finish it later, on their own device.
What would be some ways of going about this? Are there specific settings in the distributions we could use to accomplish this?
Any advice is appreciated.

Hi Jsoll ,
I've never had a use case like this myself, but my suggestion would be to use Personal Links as the Distribution method so that each person has a unique link that they can use to return to later if they don't complete the entire survey in person.
At the beginning of the survey, collect their email and/or cell phone number so you can send the link to their in-progress survey later if they don't finish in person.
Finally, in the Survey Options menu, change the Incomplete Survey Responses setting at an interval beyond when you plan to stop collecting data. This will make sure that the partial responses are not recorded or deleted before the respondent has a chance to return to their survey session and finish.
Good luck!
image.png


Thank you! I'll bring this up with my team and we will try it this way.


MatthewM Great job stepping in and providing your perspective and valuable suggestion! I hope it works well for Jsoll's case 🙂


Leave a Reply