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Distributing a survey

Sending a survey takes two steps: add your recipients, then send the invitation email. Each recipient gets a unique single-use link and completes the survey in their browser, with no ReFresh login required.

Written by Taylor Laing

Adding recipients

From the Surveys page, click into the survey you want to send. Open the recipients panel from the Recipients (N) button, or from Manage Recipients in the survey's ⋮ menu. From there you can:

  • Add entire groups; each group shows its member count

  • Add individuals by name or email

  • Remove anyone before you send

The panel summarises total, already-sent, and not-yet-sent counts as you build the list.

Send by group for cleaner results: Adding whole groups (rather than a hand-picked list of individuals) keeps your results aligned to your org structure, which is how the analytics break psychosocial risk down by team and location. It also makes it easier to clear the five-response floor in each group. See Anonymous and identified responses.

Sending the invitation email

Once recipients are set, click Send Survey. The Send Survey Invitations dialog lets you set the Email Subject (it defaults to "Survey: [survey name]" but you can edit it) and choose who to send to:

  • Not Yet Sent: only recipients who haven't been emailed yet

  • All Recipients: everyone on the list

It also confirms what happens next: each recipient receives a unique access link, and email delivery starts immediately. Click Send to confirm.

After sending

The survey moves to Active and the Dashboard begins populating as responses arrive. Each recipient's response moves from Pending to In Progress to Completed as they work through it.

You can still manage recipients after sending: add people who were missed, or remove anyone who shouldn't have been included.

To chase non-responders, click Send Survey again and choose Not Yet Sent to email only people who haven't been contacted, or All Recipients to nudge everyone. There is no scheduling, no recurring send, and no automated reminder, so a "reminder" is simply a manual re-send.

Distribution channels

Today, surveys are distributed by email only. Recipients click the unique link in their email to open the survey in a browser. Workers do not need a ReFresh account to respond.

Anonymity is preserved: A unique link tracks completion so you can chase non-responders; it does not expose who answered what. Individual responses are never shown to admins; only aggregated group results are, and only once the five-response floor is met.

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