Common Workflows

Distributing Evaluations

Here’s how to put evaluations into the hands of your participants

You’ve created an evaluation, now it’s time to get it into the hands of your respondents.

Distribution Methods

We offer three ways to solicit responses to your evaluation. In practice, you may likely use more than one of these each time to ensure the highest response rate.


Supply a list of email addresses, and we will send an email to each respondent with a unique URL they will use to access the evaluation.

With a unique URL for each respondent, we can guarantee nobody will be able to complete the evaluation more than once. Because there is one link per respondent, this method is also the best way to track response rates.


Send now or later

You can choose to send the evaluation email immediately, or choose to send it at a future date and time that you specify. Please note that the date should be entered in the timezone noted. For a large number of recipients, it may take up to 10 minutes from the scheduled time for all emails to be delivered.

Customize email subject and text

Make the email your own by customizing the text in either the subject line or message body.

Send automatic reminders

Don’t spend your time chasing down those who fail to respond, simply use our automatic reminder capability. We will send follow-up emails to recipients who haven’t yet responded.

Best Practices with Email

  • Schedule the email and reminders in advance (set it and forget it)
  • Make sure the subject line has a clear call-to-action
  • Use our live responses tracking (see link) to encourage a higher response rate


We will give you a link to your evaluation, and you disseminate it however best suits your needs.

The link is not unique to each respondent, so we cannot guarantee a respondent will not attempt to complete it more than once. We do, however, employ means that make it extremely difficult for respondents to do so.

When tracking response rates, each unique visitor who accesses the evaluation URL will count as a respondent. Do not use a web service to “shorten” our evaluation links as this may interfere with our capability to properly count the number of evaluation responses.

NOTE: Be careful about posting the URL to publicly-accessible venues as there is no way to ensure responses actually come from those affiliated with you. Anyone who has access to the link can submit a response.


Simply print the evaluation, hand it out, and scan the responses. We will process the results and compile the data alongside any digital responses for that evaluation.

Paper can be a great way to achieve a high response rate, as some people feel more compelled to complete an evaluation when when it is physically in front of them.

Read more about Paper Evaluations »

Next Steps

Now that you’ve put your evaluation in the hands of your audience, the data will start pouring in.  The next step is to begin Reviewing Results.

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