AI Summary 
In order to launch a survey with IdSurvey, before starting the actual data collection, you have to follow mandatory steps.
Each methodology (CATI, CAWI, CAPI) has different requirements.
On the Settings page of the survey menu, next to the CATI, CAWI, and CAPI items, you will find status indicators.
When you hover over each indicator, an informative tooltip appears showing which steps have already been completed (green) and which still need to be configured (orange) in order to launch the survey in that mode.
CATI steps to launch a survey #
The three icons (and related mandatory steps) for CATI are:
- Questions: insert a questionnaire for your survey
- Contacts Management: associate a list of contacts to your survey
- Assign interviewers: assign interviewers profiles to the survey
CAWI steps to launch a survey #
The two icons (and related mandatory steps) for CAWI are:
- Questions: insert a questionnaire for your survey.
- Contacts Management: associate a list of contacts to your survey. Alternatively enable Anonymous distribution.
Note
- When creating a new questionnaire, Anonymous distribution is enabled by default. If you need to import a specific contact list, disable this option in the survey settings.
- If you set the survey on anonymous distribution you will not need to upload a contact list before starting with the data collection. In this case, for each new interview a new contact will be created and it will be displayed in the list of the “Contacts Management” page.
CAPI steps to launch a survey #
The three icons (and related mandatory steps) for CAPI are:
- Questions: insert a questionnaire for your survey.
- Contacts Management: associate a list of contacts to your survey. Alternatively enable Anonymous distribution.
- Assign interviewers: assign interviewers profiles to the survey.
Note
- For non-anonymous interviews, please refer to this article for instructions on preparing the contact list and assigning each contact to an interviewer: https://help.idsurvey.com/en/docs/assign-capi-contacts-to-interviewers-in-settings/
- If you set the survey on anonymous distribution you will not need to upload a contact list before starting with the data collection. In this case, for each new interview a new contact will be created and it will be displayed in the list of the “Contacts Management” page.
