The functionality ofRecurring Surveysallows you to automate the administration of measurement instruments over time. Instead of creating a new survey each time, you can schedule a series of repetitions (periods) that will run automatically according to the frequency you set.
1. Base Schedule Configuration
Before activating recurrence, it's essential to set the first application period, since this will serve as the template for all future repetitions.
Start and end dates:In the "Survey scheduling" section, define the exact day and time when the first administration will start and end.
Automatic activation:You must check the options"Start automatically"and"End automatically". Without these selections, the system will not be able to calculate the repetitions.
Response window:The time range between the start and end you define here will be the "response window." This duration will be replicated exactly in each future repetition.
2. Activating Recurrence
Once the base schedule is configured, you will be able to view the selector"Repeat survey".
Important note:If the selector appears disabled, make sure you have correctly configured automatic start and end in the previous step. A help message will remind you on screen.
Define the frequency
You must indicate how often you want the survey to repeat by selecting a number and a time unit (days, weeks, months, or years). For example:Repeat every 5 weeks. The system will calculate the following start dates always based on the date of the first administration.
Overlap validation
To avoid confusion and errors in data collection, the system does not allow two periods of the same survey to be active at the same time.
The rule:The duration of the response window must be less than or equal to the repetition interval.
Example of an error:If your survey lasts 20 days but you request it to repeat every 14 days (2 weeks), the system will ask you to adjust the dates to prevent the second administration from starting before the first one ends.
3. Completion Rules
You must define how long this automation will remain active by choosing one of the following two options:
Until a specific date:You select a day on the calendar. The system will generate periods as long as their start date is on or before that limit.
Until X applications are completed:You define a total number of executions. Keep in mind that the first application (the base) already counts as number 1.
4. Management and Monitoring of Periods
Period identification
So that collaborators do not confuse the emails, each repetition will have an automatic name composed of:Survey name + Start date(e.g.Pulso de Clima – 01/03/2026). For you, as administrator, it will still be a single survey managed from one place.
Completion monitoring
In the "Surveys in progress" section, you will see the column"Form status".
You will see a counter (e.g. 1/4) indicating how many periods the collaborator has responded to out of the total scheduled.
Hovering over the counter will display a detail showing the status of each period:Not started,In progressorCompleted.
Participants
There is a single list of participants for the entire series of surveys. You can add new people at any time:
If there is an active period, they will be able to respond to it immediately.
If the current period has already closed, they will be automatically enabled for the next repetition.
5. Results and Downloads
Viewing on the platform
At the moment, the results within the platform are shown in anaggregated. This means you will see the sum of all responses received across the different periods in a single view.
Report downloads (Excel)
If you need to analyze the data separately by cycle, the option"Download responses"is your best tool:
Application Date column:On the detail tab, you will see exactly which period each response corresponds to.
Sheets per period:The Excel file will generate additional independent tabs for each completed cycle, facilitating manual comparative analysis.
AI Summary
If you use the AI Summary, the system will analyze the information considering the different periods to try to identify trends or insights based on their evolution over time
🤖 This article was translated using artificial intelligence. View original article.