Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Home
  • CDMS
  • Castor CDMS Manual
  • Surveys

Send bulk surveys in CDMS

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • CDMS
    Castor CDMS Manual Castor CDMS Calculations Manual Frequently Asked Questions Articles for Data Managers Castor CDMS Compliance Release Documents
  • eConsent
    Castor eConsent Manual Castor eConsent Compliance Release Documents
  • SMS
    Castor SMS Manual Castor SMS Compliance Release Documents
  • Castor Connect
    Castor Connect Compliance Release Documents Castor Connect Manual Castor Connect - Participant Quick Start Guide
  • Helpdesk
    News Other Resources Castor products knowledge resources
  • Status page
  • Completing a Study
+ More

Table of Contents

Create a new participant group Create a mass survey invitation

This article shows how to send multiple surveys to study participants. If you prefer to send surveys to an individual participant, check this article.

 

If you haven't sent any surveys yet, this page will allow you to to create your first bulk survey invite or manage your groups to which a survey will be sent:

To send surveys in bulk, you have to:

  1. Create a survey form and survey package.
  2. Create a participant group to whom you want to send the survey in bulk.
  3. Send out survey invitations to the participants in that group.

NOTE: Survey invitations cannot be created if the participant is locked, but if the survey invitation is created before locking the participant, the survey will be sent as scheduled.

Create a new participant group

A participant group is one to which you can select and send survey invitations. To create a group, go to the 'Surveys' tab and click on 'Participant groups' in the top right corner of the 'Surveys' tab. 

 

 

This will open the Groups overview dialog, where you can select 'Add group' to add a new group, or 'Manage participants in group' to modify the participants list in an existing group. To create a new group, click 'Add group', enter a group name and description, then click on 'Create group'. 

From the available list, select the available participants you want to add, then click on the right arrow to add them to the group. You can use the 'Type to search' boxes to filter out participants (it works on a 'starts with' basis). For instance, filter all participants that start with the digits 00 to leave out 11.

NOTE:  Only participants with an associated email address can be added to a survey group. Ensure that you've already created participants with associated email addresses.

 

 

Create a mass survey invitation

Navigate to the 'Surveys' tab and select ‘Create’. Select the survey package you want to send and the participants group you just created in the pop-up. You can also choose to edit the participant group by clicking on 'Edit groups' to view/edit the list participants present in that group.

 

 

Fill in the remaining fields and send out the invitation. You can select a date for when the surveys will be sent or define a schedule for repetitive sending. 

NOTE: It is possible to send this mass survey invitation immediately after its creation. For that, you just need to select 'Decide later' as the send date and through the Surveys tab, select the surveys of interest and click (re)send invite.

 

 

You've now sent out a mass survey invitation to the participants you selected. You might also want to look at our Automation Engine for the possibility to automatically send surveys based on certain conditions.

edc cdms survey bulk

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Create and modify a new survey package in CDMS
  • Send survey reminders in CDMS
  • Create a general survey link to share with multiple participants in CDMS
  • Format the survey (package) intro text in CDMS
ISO 27001
FDA - 21 CFR part 11
ICH GCP compliant
HIPAA compliant
CDISC
ISO 9001
gdpr compliant

Products & Industries

  • Electronic Data Capture (EDC)
  • ePRO
  • eConsent
  • Decentralized Clinical Trials (DCT)
  • Clinical Data Management
  • Medical Device & Diagnostics
  • Biotech & Pharma
  • CROs
  • Academic Research

Resources

  • Thought Leadership
  • Blog
  • Castor Academy
  • Knowledge Base

 

Company

  • About Us
  • Careers
  • News
  • Contact Support
  • Contact Us

Legal & Compliance

  • Terms of Use
  • Privacy & Cookie Statement
  • Responsible Disclosure Policy
  • Good Clinical Practice (GCP)
  • ISO Compliance Certificates
  • GDPR & HIPAA Compliance
  • Security Statement

© 2022, Castor. All Rights Reserved.

Follow us on social media


Knowledge Base Software powered by Helpjuice

Definition by Author

0
0
Expand