Secure Individual Logins for Respondents

Setting a user name and password for respondents ensures that only the person you invite can complete a survey. This is particularly useful if responses are likely to contain personal or sensitive information that you need to protect.

In addition, this method can be used to allow repondents to leave a partially-completed response and then return to complete it later without using Save-and-Continue (which requires the entry of an email address). Returning to the survey link and entering the login credentials will return the respondent to their previously started response.

Note on Tracking Respondents: If you need responses to be tracked to specific contacts, you will need to use the email tool to distribute the survey. While it's possible (and in some cases necessary or appropriate) to use the contact list solely to hold the authentication details and then distribute the survey by other means, doing this will need mean that responses can't be matched to respondents.

To set up your survey authentication, you must follow all three sets of steps below:

Add Login Fields to a Contact List

1. Go to the Dashboard page
2. Under Libraries, select Address Book
3. Click Add New Contact List
4. Under List Name, type a name for the list
5. Check the box beneath Custom Columns
6. Type Username and Password in two of the custom fields boxes
7. Click Save

Set Up User Names and Passwords

1. Go to the Dashboard page
2. Under Libraries, select Address Book
3. Click on the Contact List you want to use
4. Under Actions select Add Contacts
5. In the box under Enter Contacts, add details using the format displayed below the text box (Important: the comma space are needed to separate the fields)
6. Click Save

Tip: We suggest you create your contact list in Excel, get your columns in the order format and then copy and paste

Enable Authentication Protection

1. Go to My Surveys
2. Hover over your survey name and click the Settings icon
3. From the menu on the left select Security
4. Under Survey Authentication Protection, click the off button to turn it green and on
5. From the drop-down menu choose the Contact List you want to apply protection to 
6. Select the Contact List column that holds the User Names
7. Select the Contact List column that holds the Passwords
8. Click Save Changes

If you are creating a new list from scratch, follow the steps for Creating a Contact List.