Distribute surveys

Send your surveys to respondents through multiple channels. Pollarix supports various distribution methods to reach your audience wherever they are.

Distribution Overview

Collector Types

Choose the right distribution channel for your audience:

Channel	Starts on	Suitable use
Web link / QR	Basic	Share a URL, print a code, or invite visitors at a physical location
Email	Advance	Invitations that need a subject, sender, and context
SMS	Advance	Short invitations to contacts expecting a phone message
Widget	Pro	Collect ratings inside a website

See the current pricing and allowances for response, email, and SMS limits. Invitation and completed-response allowances are separate. WhatsApp distribution is not generally available in the current release; use a web link, email, SMS, or widget.

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Channel Details

Web Link

Web Link Basic

Generate a shareable URL for your survey.

Features:

• Public or private link generation
• QR code generation for print/display
• IP-based response limiting
• Cookie-based duplicate prevention

Use Cases:

• Share on social media
• Add to website buttons
• Print on receipts or materials
• Display in physical locations

Setup:

1

Create Collector

Go to your survey → Collectors → New Collector → Web Link

2

Configure Settings

Set response limits, open/close dates, and completion messages

3

Copy Link

Copy the generated URL or download the QR code

4

Share

Distribute via your preferred channels

Response Limiting Options:

Option	Description
No Limit	Anyone can respond multiple times
IP Address	One response per IP address
Cookie	One response per browser
IP + Cookie	Combined protection (recommended)

Email

Email Advance

Send personalized survey invitations via email.

Features:

• Rich HTML email templates
• Custom sender domains
• Open and click tracking
• Personalization with variables
• Scheduled sending
• Reminder emails (up to 3)

Use Cases:

• Customer satisfaction surveys
• Employee feedback
• Event follow-ups
• Product reviews

Setup:

1

Create Email Collector

Go to your survey → Collectors → New Collector → Email

2

Design Template

Customize subject line, body, and branding

3

Add Recipients

Import contacts or select existing groups

4

Schedule & Send

Send immediately or schedule for later

Email Template Variables:

Subject: {contact.firstName}, we'd love your feedback!

Body:
Hi {contact.firstName},

Thank you for being a valued customer. We'd appreciate your feedback.

[Take Survey Button]

Best regards,
{collector.name}

Reminder Configuration:

Setting	Options
Trigger	NOT_OPENED, NOT_COMPLETED
Timing	1-30 days after initial send
Max Reminders	Up to 3

SMS

SMS Advance

Reach respondents directly on their mobile phones.

Features:

• Message text up to 350 characters, counted in SMS credits
• Custom sender ID
• Delivery tracking
• Link shortening
• High open rates

Use Cases:

• Post-purchase feedback
• Appointment follow-ups
• Quick NPS surveys
• Time-sensitive feedback

Setup:

1

Create SMS Collector

Go to your survey → Collectors → New Collector → SMS

2

Compose Message

Write your message (max 350 characters)

3

Add Phone Numbers

Import contacts with valid phone numbers

4

Send

Review and send your SMS campaign

SMS Template Example:

Hi {contact.firstName}! How was your experience today?
Take our quick survey: {survey.url}

SMS credits

Each message part uses 1 SMS credit: up to 70 Hebrew or 160 English characters. Every invitation also carries the survey link and an opt-out line, and messages to Israeli numbers end with a Hebrew opt-out line, so the whole message is counted as Hebrew. A typical Hebrew invitation is 2–3 credits; keep it short. See SMS credits.

Widget

Widget Pro

Embed surveys directly in your website or application.

Features:

• Customizable position (corner, inline, modal)
• Light and dark mode support
• Trigger conditions
• Brand matching
• No redirect required

Use Cases:

• In-app feedback
• Website exit surveys
• Support satisfaction
• Feature feedback

Setup:

1

Create Widget Collector

Go to your survey → Collectors → New Collector → Widget

2

Configure Appearance

Choose position, colors, and trigger behavior

3

Copy Embed Code

Get the JavaScript snippet for your site

4

Install on Site

Add the code to your website or app

Position Options:

Position	Description
Bottom Right	Floating button in corner
Bottom Left	Floating button in corner
Inline	Embedded in page content
Modal	Full-screen overlay on trigger

Trigger Options:

Trigger	Description
On Load	Show immediately
Time Delay	Show after X seconds
Exit Intent	Show when user moves to leave
Manual	Trigger via JavaScript

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Recipients Management

Adding Contacts

Manual Entry

Add contacts one by one:

1. Open your collector
2. Go to Recipients tab
3. Click Add Contact
4. Enter contact details
5. Save

Import File

Import from CSV or Excel:

Supported Formats:

• CSV (.csv)
• Excel (.xlsx, .xls)

Required Columns:

• Email (for Email collectors)
• Phone (for SMS collectors)

Optional Columns:

• First Name
• Last Name
• Custom fields

Import Steps:

1. Prepare your file with headers
2. Go to Recipients → Import
3. Upload your file
4. Map columns to contact fields
5. Review and confirm

Contact Groups

Use existing contact groups:

1. Go to Recipients tab
2. Click Add from Groups
3. Select one or more groups
4. Confirm selection

Reusable Groups

Create contact groups in Settings → Contacts to reuse across multiple collectors.

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Distribution Rules

Control how and when respondents can take your survey.

Response Limits

Rule	Description
Total Responses	Maximum total responses allowed
Per Contact	Maximum responses per unique contact
Daily Limit	Maximum responses per day

Time Restrictions

Setting	Description
Open Date	When the survey becomes available
Close Date	When the survey stops accepting responses
Active Hours	Specific hours survey is accessible

Access Rules

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Scheduling & Reminders

Scheduling Distribution

Option	Description
Send Now	Distribute immediately
Schedule	Set specific date and time
Recurring	Set up recurring distributions

Configuring Reminders

Reminders help increase response rates:

Reminder Settings:

Setting	Options
Trigger Condition	NOT_OPENED, NOT_COMPLETED
Wait Period	1-30 days
Max Reminders	1-3
Custom Message	Optional different message

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Tracking & Analytics

Delivery Metrics

Metric	Description
Sent	Total invitations sent
Delivered	Successfully delivered
Opened	Invitation opened (Email)
Clicked	Survey link clicked
Started	Survey started
Completed	Survey finished

Response Status

Track individual response status:

Status	Description
CREATED	Invitation sent, not opened
IN_PROGRESS	Survey started but not finished
COMPLETED	Survey fully completed
EXPIRED	Time limit exceeded
CANCELLED	Manually cancelled

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Best Practices

Timing

Optimal Send Times

• B2B: Tuesday-Thursday, 10am-2pm
• B2C: Evenings and weekends
• Global: Consider time zones

Subject Lines (Email)

Do	Don't
Personalize with name	Use ALL CAPS
Keep under 50 characters	Use spam trigger words
Create urgency	Be misleading
A/B test variations	Use excessive punctuation

Measure response rates

Measure your own campaign before comparing channels. Record invitations, delivered messages where delivery data is available, completed responses, dates, and audience criteria. State which denominator you use: completed responses per invitation differs from completed responses per delivered message.

Keep the questionnaire, audience selection, and invitation timing comparable. A channel alone does not establish a response-rate benchmark or explain a difference between campaigns.

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Troubleshooting

Emails going to spam

• Verify your sender domain (see Email Domain Setup)
• Avoid spam trigger words in subject
• Use consistent sender name
• Include unsubscribe link
• Maintain clean contact lists

Low response rates

• Shorten your survey
• Improve invitation messaging
• Offer incentives
• Send reminders
• Optimize send timing
• Test on mobile devices

SMS not delivering

• Verify phone number format (international)
• Check carrier restrictions
• Ensure opt-in compliance
• Review message content for blocked keywords

Widget not showing

• Check embed code installation
• Verify trigger conditions
• Test in incognito mode
• Check console for JavaScript errors
• Ensure survey is published

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Next Steps

• Building Surveys - Create your survey first
• Variables & Personalization - Personalize your invitations
• Analyzing Results - View responses and analytics
• Automations - Automate workflows