Access the IdSurvey administration dashboard, click the “Surveys” menu at the top right, then click the “+” button at the top left. Enter the name of the survey, select the desired data collection methodology (CATI, CAWI, CAPI), choose the folder where you want it to be saved, and press the “Create” button. Once the new survey has been created, you will be taken to the question creation section.

CATI, CAWI, and CAPI are the three survey administration modes used in IdSurvey. Each of them differs by the response collection channel.

• CATI: telephone interviews assisted by an operator.

• CAWI: online questionnaires completed independently by respondents.

• CAPI: face-to-face interviews conducted by an interviewer using a tablet or mobile device. Interviews can also be collected offline.

Yes. In IdSurvey, the CAWI and CAPI modes allow you to conduct interviews in anonymous mode.

• CAWI: by default, questionnaires are anonymous. After creating the questionnaire, simply copy and share the link found in “Settings → CAWI Tab → Link section.”

• CAPI: you can enable the “Anonymous distribution” option in “Settings → CAPI Tab.”

In both cases, each access to the questionnaire automatically generates a new record with an anonymous respondent.

Test mode allows you to simulate interviews and check the questionnaire’s layout and flow without consuming licenses or altering the response database.

By default, when you create a new survey, test mode is already active.

Once you have completed the checks, simply click the “Go Live” button to publish the questionnaire.

For more information, read the article: https://help.idsurvey.com/en/docs/test-mode/ 

Go to the “Language Management” section, located in the top right corner of the menu (icon), and add the desired languages by clicking the “+” button in the top left corner.

You can enter the translations for each questionnaire text using an Excel file.

Find all the details here: https://help.idsurvey.com/en/docs/languages-management/ 

From the list of surveys, on the right side of the row corresponding to the questionnaire you want to clone, click the last icon [img src=”https://help.idsurvey.com/wp-content/uploads/2025/09/icons-more.png”] and select “Duplicate.”

An exact copy of the questionnaire will be created, including settings, quotas, and translations.

Any contacts associated with the original questionnaire will not be copied.

Click the last item in the main menu (the round icon with your initials) and select “User Management.”

In this section you can:

• Create new users by clicking the “+” icon in the top left corner.

• Edit existing users by clicking the pencil icon next to the desired name.

You can create administrator profiles or custom profiles (for example, supervisors or clients) and, if needed, assign read and/or write permissions to the different areas of IdSurvey.

Click the “Surveys” menu from the main menu, then click the “gear icon” in the top left corner and select “Manage folders.” A new window will open where you can create, rename, or delete folders.

Yes, it supports integrations with CRM, ERP, email marketing tools, and other third-party software via API or webhook. Our team can assist you with third-party integrations by developing custom APIs.

 Go to the “Contacts Management” section located in the survey menu [img src=“https://help.idsurvey.com/wp-content/uploads/2025/09/menu-indagine-3.png” class=“inline-icon”], click the gear button in the top left corner, and select “Import from file…”. A wizard will open to guide you through the upload process and the configuration of the columns to be imported. For more information, read the article https://help.idsurvey.com/en/docs/uploading-a-contact-list/ 

Click the “Question Management” [img src=”https://help.idsurvey.com/wp-content/uploads/2025/09/questions-icon.png” class=”inline-icon”] icon from the survey menu, located to the right of the desired survey.

In the Question Management section, you can add different types of questions and configure the options according to your needs.

You can also manage the questionnaire and its questions using IdCode. The graphical interface and IdCode work in parallel: any changes made in the interface are automatically reflected in the code, and vice versa.

In IdSurvey, the questionnaire is organized into sequential pages that represent the flow of the survey. Each page can contain multiple questions and, like any other questionnaire element, pages can also have randomization and display conditions applied.

 In IdSurvey, the questionnaire can be organized into sections. Each section can contain multiple pages and, like any other questionnaire element, sections can also have randomization and display conditions applied.

IdSurvey supports closed-ended, open-ended, grid, ranking, rating, slider, multimedia, and many other types of questions. From “Question Management,” by clicking “Add Question,” a window will open where you can choose the most appropriate question type.

Unless otherwise specified, IdSurvey displays the questionnaire page by page. You can customize the flow by adding display conditions and skip conditions.

For example, you can add a display condition to hide a question from respondents who selected a specific answer to a previous question, or add a skip condition to skip entire pages or sections of the questionnaire.

• To set a display condition, go to the Questions section of the questionnaire and open the condition editor by clicking the [img src=”https://help.idsurvey.com/wp-content/uploads/2025/09/icon-if.png” class=”inline-icon”] icon available on any object (page, question, answer, etc.).

• To set a skip condition, click the icon [img src=”https://help.idsurvey.com/wp-content/uploads/2025/09/skip-icon.png” class=”inline-icon”] in the answer option menu, visible when hovering over the option.

Display conditions can be applied to any element of the questionnaire (pages, questions, answers, grid rows, etc.) and are configured by clicking the corresponding icon [img src=“https://help.idsurvey.com/wp-content/uploads/2025/09/icon-if.png” class=“inline-icon”]. Using the dropdown menus in the editor, you can easily set the required conditions. Alternatively, you can manually define display conditions using IdCode.

Skip logic conditions can be configured in different ways:

• by clicking the icon [img src=”https://help.idsurvey.com/wp-content/uploads/2025/09/skip-icon.png” class=”inline-icon”] next to the answer option,

• with IdCode,

• with Flowscript for complex skips and advanced logic.

To learn more about the skip logic syntax, read this article: https://help.idsurvey.com/en/docs/skip-conditions-an-introduction/ 

 In IdSurvey, you can enable randomization for any element of the questionnaire (pages, questions, answer options, grid rows, etc.) directly from the settings of the selected element. This feature helps reduce potential bias in responses. IdSurvey provides different types of randomization — for more details, read this article: https://help.idsurvey.com/en/docs/random-complete-guide/ 

You can upload media files or embed images and videos by inserting the URL directly into the question text using the media icon [img src=”https://help.idsurvey.com/wp-content/uploads/2025/09/media-icon.png” class=”inline-icon”] in the editor menu. To add multimedia content to a response option, click the pencil icon that appears when hovering over the response: this will open the dedicated editor.

You can set quotas on variables such as gender, age, geographic area, or on any other respondent data already preloaded or collected during the interview.

IdSurvey automatically manages quotas and stops the collection of new interviews once the expected number for each target has been reached.

For more information, read this article: https://help.idsurvey.com/en/docs/quotas-complete-guide/ 

To access the theme editor, go to the Settings page, open the CAWI tab, and click the “Open editor to customize” button.

With the CAWI theme editor, you can customize the layout of the interviews by modifying styles, colors, fonts, logo, and other graphic elements. You can start from one of the predefined templates or create new ones.

For more information, read this article: https://help.idsurvey.com/en/docs/cawi-template-editor/ 

From the IdSurvey Home page, you can view the main data related to the most recent surveys. You can access more details in the “Survey Activity” section, available in the menu [img src=”https://help.idsurvey.com/wp-content/uploads/2025/09/chart-icon.png” class=”inline-icon”] within each survey.

IdSurvey provides Email Sender and SMS Sender, two integrated tools that allow you to send invitations via email and SMS, respectively. Email Sender and SMS Sender also let you schedule reminders that will be delivered only to contacts who have not yet completed the questionnaire.

More details can be found in the dedicated guides:

https://help.idsurvey.com/en/docs/email-campaigns/ 

https://help.idsurvey.com/en/docs/sms-campaigns/ 

Yes. You can replace the IdSurvey URL with a domain you own. For more details and information about configuration costs, please contact support.

To view the collected survey data, go to the “Analysis and Reports” section available in the survey menu [img src=”https://help.idsurvey.com/wp-content/uploads/2025/09/chart-icon.png” class=”inline-icon”]. There you can see the collected data for each questionnaire question, customize charts, metrics, and much more.

You can export data from the survey’s Tools menu: click the icon [img src=”https://help.idsurvey.com/wp-content/uploads/2025/09/key-icon.png” class=”inline-icon”] and select “Export results.”

Different export formats are available, including Excel, CSV, SPSS, and others.

 You can export individual charts, tables, or the entire report from the “Analysis and Reports” section available in each [img src=”https://help.idsurvey.com/wp-content/uploads/2025/09/chart-icon.png” class=”inline-icon”] survey menu.

• To export the entire report in PDF or PowerPoint, click the icon [img src=”https://help.idsurvey.com/wp-content/uploads/2025/09/export-chart-icon.png”] in the top menu.

• To export individual charts (in formats such as PDF, PNG, PowerPoint, etc.) or the statistics of a question, click the icon [img src=”https://help.idsurvey.com/wp-content/uploads/2025/09/export-chart-icon.png”] located at the top right of each chart or report element.

The data is stored on Microsoft Azure servers, one of the leading cloud platforms worldwide, ensuring high standards of security, reliability, and regulatory compliance.

Yes. IdSurvey is designed to be GDPR compliant and includes dedicated tools for personal data protection, such as user permissions with two-factor authentication, privacy consent management, opt-out features in emails and SMS, and much more.

In addition, IdSurvey provides documentation related to GDPR appointments, available here: https://www.idsurvey.com/en/documents-and-agreements/ 

In CAWI and CAPI data collection modes, you can enable anonymous mode, which removes any link between the completed questionnaire and the respondent. It is also possible to disable IP address collection to ensure full anonymity.

Anonymous mode can be activated from the survey settings, in the respective CAWI and CAPI tabs.

 Yes. IdSurvey supports encrypted data in transit (SSL/TLS) by default.

Only authorized users. Permissions are managed in a granular way through roles and specific restrictions.

You can view the terms and conditions of use of IdSurvey by visiting the dedicated page: https://www.idsurvey.com/en/documents-and-agreements/  

In this section, you will find all contractual documentation related to licenses, services, and conditions of use.

Yes. All IdSurvey licenses include free basic support, which allows you to open tickets directly from your IdSurvey area and receive assistance from our team.

You can open a ticket directly from the homepage of your IdSurvey platform. Support is available in Italian, English, and Spanish.

The support service is available on business days from 9:00 AM to 6:00 PM, with an average response time of less than one hour. Outside these hours, only tickets evaluated as urgent by our support team are handled.

Yes, IdSurvey offers online training. An introductory training session with one of our experts is provided to get you started with IdSurvey. Additional sessions can be requested for updates or for training new staff. Please contact support for more information.

All IdSurvey customers with active licenses receive updates at no additional cost and can benefit from the new features as they are released.

 IdSurvey can be installed both on-cloud and on-premise.

• On-cloud setup: no specific client-side requirements, only a browser and an internet connection are needed.

• On-premise setup: requires a server infrastructure that meets the minimum system requirements (CPU, RAM, disk space, supported database, and operating system).

For updated details on the minimum requirements for the on-premise setup, please contact IdSurvey technical support, who will provide the most suitable configuration based on the expected interview volume and usage.

Each IdSurvey contract includes 1 Admin license by default.

Admin licenses do not correspond to a single user, but to a simultaneous access channel. In practice, what matters is not the total number of registered users, but how many administrators can be logged into the platform at the same time.

If you need more simultaneous access, you can purchase:

• 1 additional single license

• Packs of 5 licenses

• Packs of 10 licenses

• Or the unlimited package, with no restrictions on the number of simultaneous Admin connections.

The CAWI license allows the distribution of online questionnaires via email, SMS, or web link.

It is based on the number of interviews collected and includes tools such as customizable layout, invitation tracking, automatic reminders, and more.

🔔 Note: Email and SMS sending costs are not included in the license.

The CATI license enables the use of IdSurvey for telephone interviews.

The license model is based on the number of simultaneous interviewers (active stations). You can choose between:

• Annual licenses

• Daily licenses

🔔 Note: Telephone traffic is not included in the license.

The CAPI license is designed for face-to-face interviews conducted through the IdSurvey app, including offline mode.

With the basic IdSurvey license, the Analysis and Reports section is available at no additional cost.

However, to access advanced features, you need to subscribe to the Analysis Plus license, which includes:

• Export: export of customized reports

• Report sharing: ability to share customized reports via link

• AI Insight: AI-assisted analysis with automatic summaries and insights from responses

• Crosstab: cross-tabulation to compare variables, apply filters, and analyze segments

The Supervisor license allows a user to access the IdSurvey Supervisor features.

With the Supervisor license, you can:

• Access the real-time operator monitoring dashboard.

• View operators’ screens through the Watcher feature.

• Communicate with operators via the integrated chat.

To activate the service, you need to purchase a dedicated license, available in annual plans that vary according to the customer’s needs:

• Small

• Medium

• Large

• Enterprise

Each plan offers different features and capacities, designed to fit call centers of various sizes.

In addition, all plans are available with or without predictive dialing, allowing customers to choose the configuration that best suits their working methods.

📌 The choice of plan depends on the call volume and the number of agents who need to use the switchboard simultaneously.