Sending a survey with a link
A survey can be shared using a generic public link. This link allows anyone to complete a specific survey.
Access the list of Surveys via the main navigation.
Go to the survey details page.
Click on the Distribution tab.
Go to the Send manually section.
Copy the generic link using the Copy link button.
Send it manually, create an easily accessible QR code, or make it public on your website.
Generate a QR code
A survey can be shared using a QR code. This code enables anyone to complete a specific survey by scanning the code.
Access the list of Surveys via the main navigation.
Go to the survey details page.
Click on the Distribution tab.
Go to the Send manually section.
Click on the QR Code button.
Click on the Download button.
Print the QR code and display it.
Send a survey manually by email or SMS
You can send a survey by email or SMS, either by adding contacts manually one by one or by importing a list of contacts in CSV format. The person receiving the survey can complete it only once.
Add contacts manually
Access the list of Surveys via the main navigation.
Go to the survey details page.
Click on the Distribution tab.
Click on the Send by email or Send by SMS button in the Send manually section.
For each contact, enter the email or SMS.
For each contact, select the Preferred language. The preferred language defines the language of the email or SMS when it is sent.
Click on the Next button.
Define a sending time.
Click on the Next button.
If applicable, schedule up to 5 reminders.
Click on the Send/Schedule button as appropriate.
Add contacts via CSV import
Access the list of surveys via the main navigation.
Go to the survey detail page.
Click on the Distribution tab.
Click on the Send by email or Send by SMS button in the Send manually section.
Click on the Import contact list (CSV) button at the bottom left.
Select the column corresponding to the contact information (depending on your choice of email or SMS) from the drop-down list.
Choose a Preferred language for all contacts you will import. The preferred language defines the language of the email or SMS when it is sent.
Click on the Import button.
Your contacts are now displayed in the contact list.
Click on the Next button.
Define a sending time.
Click on the Next button.
If applicable, schedule up to 5 reminders.
Click on the Send/Schedule button as appropriate.
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 Distribution tab.
Click on the Create rule button in the Automatic sendings 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 Distribution 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 Distribution 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 Distribution 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 Distribution tab.
Click on the Edit settings button in the Automatic sendings section.
Warning: If you modify the sending method or delay, schedule sendings will be sent based on the modifications.