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How do I combine email invitations, QR codes, links and Quest Login in one Quest?
A Quest can be distributed in different ways depending on the respondent group and the level of control you need.
Common distribution methods include:
- Email invitation
- useful when respondents have individual email addresses and you want invite tracking or reminders.
- Public or anonymous link
- useful when you want easy access without an individual invitation.
- QR code
- useful when respondents access the Quest from posters, shared devices or mobile phones.
- Quest Login
- useful when respondents need controlled access without using personal email invitations.
- Password-based access
- useful when a group needs access but individual email invitation is not practical.
Recommended workflow:
- Segment your respondent groups
- Decide which groups will use which access method.
- Decide whether respondent tracking is needed
- Email invitation can support invite status and reminders. Link or QR-based access may require a different setup if respondent-level tracking is needed.
- Plan respondent data
- Decide whether respondent data should be imported, collected in the Quest or not used.
- Check Hidden Identity requirements
- If identity should be hidden, review Hidden Identity and Advanced Hidden Identity settings before publishing.
- Set up each distribution method
- Configure email invitation, link, QR code, Quest Login or password access as needed.
- Prevent duplicate responses
- Decide whether respondents should be allowed to answer once or multiple times and configure the setup accordingly.
- Test all access paths
- Test the email link, QR code, Quest Login and any password flow before launch.
- Plan reminders
- Use reminders for email invitations where relevant. For groups using links, QR codes or Quest Login, plan alternative communication reminders if automatic email reminders are not applicable.
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