Send a survey with a link
It is possible to share a survey with a public link. This link allows anyone to complete a specific survey.
Access the list of Surveys via the main navigation.
Navigate to the detail page of your survey.
Click on the Sharing tab.
Copy the generic link in the Send manually section.
Send it manually, create an easily accessible QR code, or make it public on your website.
Send a survey by email or SMS
You can send a survey by email or SMS, either by adding the contacts manually one by one or by importing a list of contacts in CSV format. The person who receives it will be able to fill it out only once.
Add contacts manually
Access the list of Surveys via the main navigation.
Navigate to the detail page of your survey.
Click on the Sharing tab.
Click on the Send by email or Send by SMS button in the Send manually section.
Enter an email or a SMS for each contact,
Select the Preferred language for each contact. The prefered language defines the language of the email or SMS to be sent.
Click on the Send button
Add contacts by CSV import
Access the list of surveys via the main navigation.
Navigate to the detail page of your message.
Click on the Sharing tab.
Click on the Send by email or Send by SMS button in the Send manually section.
Click on the Import contacts list (CSV) at the bottom left.
Select the column that corresponds to the contact information (depending on what you have chosen, email or SMS) from the drop-down list.
Click on the Send button
Send a survey using automated rules
Automated rules allow the survey to be sent automatically when an event is generated by another system, such as the change of status of an appointment, or the discharge of a patient in the ADT (admission-discharge-transfer).
Before you begin
Make sure that your systems have been integrated with Lime, and that the functionality has been enabled. The systems available may vary from workspace to workspace.
Create a rule
Access the list of Surveys via the main navigation.
Navigate to the detail page of your survey.
Click on the Sharing tab.
Click on the Create rule button in the Automated sending rules section.
Choose a System.
Choose a Trigger condition available in this system (ex: The patient has completed their appointment).
Click on the Add a filter button.
Select a Filter.
Select a Value.
Note that you can add multiple filters to your rule.
Add a delay on the automated sending rules
It is possible to add, or not, a delay on the automated sending rules, by choosing the number of days after which to send the survey, and at what time to send it. The delay will apply to future events for all automated sending rules.
Choose a sending method
Choose a sending delay
Choose a time period in days.
Choose a time to send.
Click on Save.
There are several sending methods available, some of which allow you to use an alternative sending method if the contact information of the main sending method is not available. This way, you may have a better chance of reaching your recipients. Please note that only one sending will be done by the primary or alternative method (email or SMS).
Edit a rule
Access the list of surveys via the main navigation.
Navigate to the detail page of your survey.
Click on the Sharing tab.
From the list of rules, click on the 3-dots menu of the rule you wish to modify.
Click on Edit.
Warning: Only future sendings will be affected by a modification. It is preferable to disable a rule and create a new one if you want to edit the existing filters.
Delete a rule
Access the list of Surveys via the main navigation.
Navigate to the detail page of your survey.
Click on the Sharing tab.
From the list of rules, click on the 3-dots menu of the rule you want to delete.
Click on Delete.
Warning: If you delete an enabled rule, scheduled sendings will not be sent.
Enable or disable a rule
Access the list of Surveys via the main navigation.
Navigate to the detail page of your survey.
Click on the Sharing tab.
Enable/disable the rule from the list of rules using the switch.
Warning: If you disable a rule, sendings scheduled during the deactivation period will not be sent.
Edit sending method or delay
Access the list of Surveys via the main navigation.
Go to the survey detail page.
Click on the Sharing tab.
Click on the Edit settings button in the Automated sending rules section.
Warning: If you modify the sending method or delay, schedule sendings will be sent based on the modifications.