ExpiWell, Inc.
            Knowledge Base Web Platform Help Center Survey Scheduling

            Scheduling Options

            The scheduling functions and customization options shown below are available for both Calendar Schedule and Rolling Schedule types.

            To begin, drag surveys from the left bar to the calendar date (Calendar Schedule) or day within the general week (Rolling Schedule) you are interested in scheduling them to.

            In this example, dragging the "Morning Survey" to the first day in Week 1 brings up the corresponding "Morning Survey" panel on the right.

            Open/Close Survey: Edit the desired timing of the survey. In this case, it is set to 9am-10am as shown below. 

            This will automatically send a mobile app notification to participants at 7am to inform them that the "Morning Survey" is available to take. The survey is available until 9am, after which participants will not be able to take the survey.

            Randomize Notifications: The default setting is that mobile app notifications will always be sent out at the beginning of the time slot.

            One may choose to randomize the notifications within a time slot. This option can be found in the "Options" tab.

            Toggling the randomization option does three things: 

            • Randomizes the notification within the time slot 
            • Closes the survey from when the notification is sent (default is 5 minutes but can be adjusted; e.g., 20 minutes)
            • Shows that the initial notification will be sent between 9:00am and 9:55am (or whatever closing time a researcher sets)

            This effectively creates a randomized signal-contingent survey within a time block.

            Reminder Notifications: Toggling these options sends a reminder notification to participants if they have not yet responded to the survey.

            Fixed Reminder: Set a time (in minutes from the first notification) for a reminder to be sent to participants.

            Snooze Reminder: Allow participants to (re)snooze a survey notification to a later time provided that there is sufficient time remaining in the survey timeslot.

            Repeating Surveys Across Days: One can create repeats of the "Morning Survey" across days by also using the "Survey Repeat" feature in the "Options" tab.

            One can decide the frequency of the repeat as well as how many days to repeat it for.

            In a Calendar schedule, one can select the date for the survey to repeat until.

            Repeating Surveys Across Times in a Day: One can also repeat the same survey across times in a day by dragging the survey to the date and setting the appropriate time slot.

            Adding One-Time or Event-Based Surveys: Within a Rolling or Calendar schedule, researchers may also seek to schedule one-time surveys (e.g., a demographic survey) or an event-triggered or event-based survey (e.g., filling in a survey immediately after a participant talks with a friend).

            To do this, one should drag the relevant survey to the date one wants the one-time or event-based survey to begin.

            Then, toggle "Make Survey Static" on the right panel to bring up a modal; one can then make the survey available for a specific period of time.

            The default is that this survey will be only a "one-time" survey.

            However, one can choose to allow "multiple submissions" if it is an event-based survey. For example, filling in a survey immediately after a participant talks with a friend over the project period.

            Important note:

            One of the strengths of the ExpiWell platform is that all the scheduling will be conducted based on participants' time zones. For example, an 8am survey will be sent to participants at 8am regardless of which part of the world a participant is in. This is automatically handled through the ExpiWell participant-time algorithm.

            Another strength of the ExpiWell platform is that mobile app notifications will be sent to participants for all date- and day-scheduled surveys. In other words, any survey scheduled within "Fixed" or "Rolling" schedules will have an app notification sent to participants to remind them that a survey is available for them to take. All app notifications are handled by the ExpiWell platform automatically.

            All of a participant's surveys are automatically linked over time. When participants participate in a project which has multiple (scheduled) surveys, all the data are linked to the participant uniquely. Researchers do not need to include survey questions requesting researcher-assigned participant IDs in order to link surveys.

            Updated: 29 Dec 2019 10:09 AM
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