Start a conversation

Surveys

  • Create a new survey (package)

    You can find this manual item also in our workshop. Click here to view the workshop video. In this article, you'll learn how to create a survey package. Surveys provide a way to send respondents, clie...

  • Create survey questions

    Each survey contains one or multiple steps. Each step will appear as a different page in the survey where users can navigate through using the Previous/Next buttons.  You can group the survey question...

  • Copy a survey or survey steps

    You can copy a whole survey by clicking on the cogwheel next to a survey in the 'Structure' tab: You can also copy single survey steps into the same or another survey. This will copy all the existing ...

  • Format the survey (package) intro text

    Castor EDC allows you to format survey intro and outro texts. To edit the survey intro formatting, go to the 'Structure' tab and navigate to the 'Surveys' sub-tab: Editing a survey package works in mu...

  • Test a survey you have created

    Once you have created a survey form and package you can proceed with testing your survey. First you need to create a test record and add your own email address to the record. In that record, create a ...

  • Send individual surveys

    In Castor, surveys are sent out by creating survey invitations. In order to send a survey you must first have created a survey form and a survey package.  Surveys are always sent in the form of survey...

  • Send surveys in bulk

    This article shows how to send multiple surveys to study subjects. If you prefer to send surveys to an individual subject/record, see the article: Send individual surveys. To send surveys in bulk, you...

  • Schedule surveys

    If you want to repetitively send a survey at certain intervals, for example if you want to send the same survey every month, you will need to create a survey schedule. Create a survey schedule From th...

  • Send survey reminders

    You can send survey reminders to participants who have not yet completed their survey after a certain period of time. This cannot be done automatically at the moment, but it is quite straightforward t...

  • Manage sent and scheduled surveys

    All survey invitations that have been created and sent in the study will appear in the 'Surveys' tab: You can make use of this tab to track the survey progress, to re-send survey invitations and to ar...