Start a conversation

Can I send a second survey only to participants who completed the first?

At the moment, it is not possible to automatically send a second survey after a first one is completed. However, our automation engine provides a workaround to help you perform this action. The following steps will be required to do so:

1. Create a checkbox field that allows you to manually set the status of the first survey for each record.

  • You can choose to make this field “not required” so that it doesn’t affect the progress of the study.

  • Set as option in the option group as illustrated below.

  • The field will appear as such in the record view.


2. Set up an automation to send out the second survey once the “survey 1 check” field is marked as completed.

  • Make sure that records have an updated email address assigned, or else the survey invitations will fail as seen on the screenshot below.

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Castor Support Team

  2. Posted