The Sample management section is the most important part of the Survey Admin module. Samples can be created, respondents can be invited, and samples can be updated and exported.
Sample batches
This section provides an overview of sample batches and individual samples, including actions such as creating new batches, deleting samples, and writing off samples.
 | Create samples Read more about how to create samples, via Add batch. |
 | Special sample values Learn more about special sample values like email. |
 | Table with batches Learn more about the batches, their properties and possible actions. |
 | Menu options Write off samples, delete batches and more. |
Export samples
The Export Samples tab offers not only export functionality, but also options to update private variables and use saved filters.
 | Export samples Read about exporting responses into Excel. |
 | Update private variables Check out how to export single reports. |
 | Filters Learn how to use filters. |
Approach respondents
This section contains articles on how to approach respondents via email or SMS, and how to set reminders.
 | Approach by email Learn how to invite respondents via email |
 | Approach by SMS Learn how to invite respondents via SMS |
 | Reminders Discover how to set reminders. |
Approach logs
 | Approach logs Read more about the approach logs and how to use them. |