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How do I set up a recurring Quest programme?
A recurring Quest programme is useful when you want to collect feedback repeatedly over time, for example monthly, quarterly, annually or after recurring events.
Before setting up the first Quest, decide whether you want to:
- keep one ongoing Quest open over time (in this case set the end date to several years in the future after publishing)
- copy a Quest for each new wave
- create a re-looping Quest
- compare several separate Quests later in Results
For most recurring programmes, the most important preparation is consistency. Keep the question wording, scales, respondent data fields and reporting structure as stable as possible if you want to compare results over time.
Recommended workflow:
- Plan the programme structure
- Decide how often the Quest will run, who should be invited, which respondent data fields are needed, and how results should be reported.
- Create the first Quest
- Build the questionnaire, translations, distribution method, respondent data and reporting structure.
- Decide how respondents will be added
- For ongoing Quests, respondents may be imported at different times. In that case, interval reminders are usually more appropriate than fixed-date reminders.
- Set up reporting early
- Create the reports, filters, comparisons or LiveReports you want to reuse. Test the reporting before launching the first wave.
- Reuse or repeat the setup
- Depending on your programme design, copy the Quest, re-loop the Quest or keep one Quest running and use time filters to separate periods.
- Compare results over time
- Use filters, time filters, comparisons or Quest-to-Quest comparison depending on how the programme is set up.
- Review after each wave
- Check response rate, data quality, reporting structure and whether any questions or respondent data fields need to be adjusted for the next cycle.
- Check response rate, data quality, reporting structure and whether any questions or respondent data fields need to be adjusted for the next cycle.
Related articles:
- How to use reminders
- How to use Filters
- How to use LiveReports
- How can I create a re-looping Quest
- How do I copy a published or closed Quest
- How to Create a Continuous Course Evaluation
- How do I compare different Quests
