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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 muc...

  • Test a survey you have created

    Once you have created a survey and a test record, you can try to send an email with the survey to yourself, by adding your own email address to a record. You will then get the exact email that a norma...

  • Send surveys

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

  • Schedule surveys

    If you want to repetitively send a survey in given intervals, for example if you want to send the same survey every month, you need to create a survey schedule. Create a survey schedule Click on Confi...

  • 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 you create and send will appear in the study Surveys tab: You can make use of this tab to track the survey progress, to re-send survey invitations and to archive (or un-arc...

  • Change the email address in a survey invitation

    You can change the email address in an existing survey invitation. This can be necessary, for example, if the email address of the participant has changed. If the survey is planned for the future, the...