In the Configure tab, you can modify settings responsible for identifying the respondents and survey status.

Here's what you can achieve:

  • enable or disable your survey;

  • choose the tool to identify respondents with;

  • set up survey retaking;

  • select the trigger to disable the survey automatically.

This article shows how to customize survey settings. If you want to learn first how to create and design the survey, please navigate to the previous sections.

Table of contents:

  1. Choose your survey provider

  2. Enable survey retaking

  3. Activate your survey

  4. Set up response limit

  5. Set up survey retaking

  6. Best practices

Step 1. Choose your survey provider

If you send your surveys via one of the supported distribution providers, we will automatically capture respondents' email addresses and full names using software-aware links. You'll get to know what was the response each person gave!

Move to the Configure tab and choose the tool from the dropdown list to automatically identify your respondents. Select the email provider you are going to send your surveys with.

❗️If you need your responses to be anonymous, you can skip this step.

Currently, we support sending surveys with:
Intercom, Mailchimp, Hubspot, Klaviyo, Calendly, ActiveCampaign, Sendgrid, Salesforce, Salesforce Marketing Cloud, Marketo, Pardot, Zendesk, Sharpspring, Drip, Keap, Convertkit, Freshsales, Freshdesk, ConstantContact, GetResponse, Autopilot, Customer.io, Mailgun, Campaign Monitor, Help Scout, ZohoCampaigns, Vero, Drift, Boomtrain, Braze, Bronto, Salesmango, Lifecycle.io.

Click on your tool above to learn more about sharing surveys with this software.

💡 You might still be able to identify your respondents even if your distribution provider is not on the list. Learn more on that in this article.

Step 2. Enable survey retaking

By default, your respondents will be able to answer the survey only once from the same browser. If you want to collect more insights from the same person, you can enable survey retaking with Allow this survey to be taken multiple times from the same browser toggle.

You can also use kiosk mode by enabling the Refresh the survey after completion toggle. Once enabled, the survey will restart as soon as it's finished.

If this setting is disabled, we will show You have already responded to this survey message to the users who have already completed the survey.

💡If you want to test your survey multiple times, you can enable the Refresh the survey after completion toggle, or do one of the following: 1) clear your browser cache, 2) test on another device or 3) use incognito mode. Make sure to close the incognito window every time you submit a new response.

Step 3. Activate your survey

Under your survey's status, you can enable or disable your survey. Once disabled, your survey will stop collecting further responses, and we will display This survey is currently unavailable message when someone visits the survey URL.

❗️Please, note that if the respondent opens the survey URL before it was disabled, the response will still be collected and recorded.

Step 4. Set up responses limit

If you are running research for some visitors only, you can set a response limit for your survey. We will automatically stop the survey when this response limit is reached.

❗️There can be a delay of up to 10 minutes for the survey to be disabled when the responses limit is reached.

If you don't want to have any limits, just disable the toggle.

Step 5. Set up the end date

You can stop your survey on a specific date as well. We will stop your survey on the selected day at 0:00 GMT.

Next Step:

Best practices

Integrate your surveys for seamless customer feedback

Connect with your business systems and update your subscriber profiles with responses you receive using our native integrations.

Maximize your response rate

Learn how to use Survicate surveys to increase your response rate and analyze valuable feedback from your users.


📞 If you have any questions or need help with your survey, feel free to reach out to our team at support@survicate.com or strike up a chat conversation!

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