Creating a distribution

To start sending your survey via SMS or email, you must first create a distribution. This process allows you to define your audience, choose your delivery method, and set your preferred privacy levels.

Before creating a distribution, ensure that a Population (contact list) is linked to your project. You cannot distribute a survey without a source of contacts.

To begin setting up a new distribution, follow these steps:

1. Click on Distributions in the left-hand menu, which is accessible from any page in the platform.

2. Click on the + New distribution button.

3. In the Description field, provide a short description or name for the distribution. This name will help you identify the data source later when exporting your results.

Use descriptive names like "Customer satisfaction May 2025" to make your data analysis more efficient later on.

1. Under Distribution Type, select the option that matches your goal:

• One-time Delivery: For sending a single batch to a specific list.

• Ongoing/Periodic Survey: For recurring surveys sent to a percentage of your audience.

• Event-Based Survey: For surveys triggered by a specific customer action.

1. Choose your Anonymity Level to determine how much respondent data you wish to track.

2. Click Next to save these settings and move to the specific configuration for your chosen type.