Send a questionnaire

1. 1Open the questionnaire and choose to send it.
2. 2Add a recipient — search for the customer by company name, or enter a name and optional email address directly for somebody not in your CRM. A name without an email creates a private link you can copy without emailing.
3. 3Optionally set an expiry. Leaving it blank means the link never expires.
4. 4Send.

Each recipient gets their own link. It is unguessable and specific to them, which is what lets the answers land on the right record without anybody logging in. It also means you cannot post one link to a group — everybody would appear as the same respondent.

Set an expiry on anything time-bound. A scoping questionnaire answered four months late is worse than no answer, because somebody will act on it. An expiry also gives you a reason to follow up.

Send it to the person who knows the answers, not to your main contact out of politeness. A questionnaire forwarded internally three times usually comes back half-finished or not at all.

They can stop halfway. Answers autosave as they go, and the same link resumes where they left off — so "I did most of it on the train and finished it later" works.

When somebody says the link does not work, check the expiry first, then whether they are using the link sent to a colleague. Send a fresh one rather than debugging theirs; it takes seconds.

Watch who has not started. The response list distinguishes not-opened from part-finished, and those two need different nudges — the first is a reminder, the second is usually a question they got stuck on.

An expiry must be a whole number of days from 1 to 3650. Leaving it blank means the link has no expiry. Delivery is reported for each recipient: a created link does not mean an email was delivered. If an invitation could not be emailed, copy its link or retry the invitation from the results screen.

If a respondent loses connectivity, the page keeps unacknowledged edits in that browser when browser storage is available and retries saving. Submission waits for the latest answers to save. The page highlights incomplete or invalid answers and takes the person to the question that needs attention.

Do not share a private recipient link as an anonymous public survey. Everyone using that link contributes to the same response, and someone submitting it finishes it for the group.

Email delivery continues in the background. Invitations enter a durable queue so you can continue working immediately. The results page distinguishes queued, sent and failed emails. An interrupted delivery is shown as uncertain rather than silently sent twice; check before resending. The queue runs on the deployed backend, not on a local development laptop.

Schedule one follow-up. Set Påmind ubesvarede modtagere efter (dage) when creating invitations. Choose 1 to 365 days, earlier than the link expiry. Only recipients with email addresses and unanswered, active links receive the reminder. Completed, expired, withdrawn and archived questionnaires are skipped. A manual reminder brings an existing pending reminder forward rather than stacking another one.

Choose your language. The recipient can use Sprog to switch the controls, instructions and validation between English, Norwegian, Danish and Swedish. The questionnaire author's question wording is preserved.

For a linked customer, enter Modtagerens navn and Modtagerens e-mail on the selected customer row to send an invitation to a particular person. Leave the email blank to create only a private link. The response remains linked to the customer in either case.