Schedule your survey and customize invitations

Dates, reminders, and the note participants read are all step 3 of a PSindex® survey’s setup. Once the survey is live, the same settings live on the survey’s Settings page under Schedule and Emails.

Before you start

You need the admin role. Before you can schedule, the survey needs a name and enough participants — see Create your first PSindex survey.

Set the dates

In Set the dates:

1. Set Survey send date — invitations email out at this time.
2. Set Survey close date — responses lock when it passes. Use +2 weeks to set it two weeks after the send date.

Two weeks is a good default. Long enough for reminders to work, short enough to keep momentum. The close date has to be in the future, and results can’t be set to open before the survey closes.

Once both dates are valid, the step reads your schedule back to you in a sentence, so you can check it without doing date arithmetic.

On the Settings page these same two fields are called Survey Starts and Survey Ends.

Pick a reminder cadence

Set Reminders to Every day, Every 2 days, Every 3 days, or Every week. The default is every 2 days. Reminders only go to participants who haven’t completed the survey. Every 2 or 3 days balances response rates against inbox fatigue for most organizations.

On the Settings page this is Reminder Interval, and its options are worded slightly differently: Everyday, Every 2 days, Every 3 days, Every 7 days. Changing it mid-survey is fine. See Send reminders.

Add a personal note

Add a personal note puts your own message at the top of both emails. Use it to say why the survey matters, who sees results, and who’s sponsoring it. A note from a named leader lifts participation.

Under it, Email preview shows exactly what participants receive, with tabs for Invitation and Reminder. You type the note directly into the preview, so you see it in place. The note is the only part of these emails you can change.

If your company filters external mail, get the sending domain allow-listed before the send date rather than after — see Platform emails aren’t arriving.

Licenses

Surveys use one license per invitation, taken when invitations send. The Licenses step shows Licenses available, This survey will use, and After send. If the survey needs more licenses than you have, the step asks you to approve the extra ones, which are invoiced under the terms of your agreement.

After you schedule

The status changes to Scheduled, then to In progress on the send date. From there, watch completion in See who has completed your survey.