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How to Preview and Test a Survey Before Launch

Learn how to preview and test a survey before launching it. Validate the respondent experience, verify emails and survey links, test survey questions, and make sure everything works as expected before sending your survey to respondents.

Before launching your survey, take a few minutes to verify that everything is configured correctly and that the experience meets your expectations. Here are the different ways to test your survey before launch.

In most cases, the first two options are quick to complete and provide everything you need to confidently launch your survey.

Send a Test Email

This feature lets you send either the survey invitation or a reminder email to an email address of your choice. You can then:

  • Confirm that the email content appears as expected

  • Verify that the email is delivered to your inbox

  • Share a preview with a few employees so they recognize the email when it is officially sent

  • The "Respond to your survey" button opens the survey preview

This makes it possible to test the survey delivery and validate the entire respondent experience, from receiving the invitation to completing the survey.

Here are the instructions for sending a test email: Email to send the survey

Have you added [email protected] to your list of authorized senders?

This is a crucial step to ensure that the emails are not blocked by spam filters.

We also recommend notifying employees in advance (for example, through your usual internal communication channels) and asking them to check their junk or spam folders if they do not receive the invitation.

Preview the Survey

It is possible to preview your entire survey without launching it.

Use the preview to verify things such as:

Gather early feedback by sharing the preview link with a few colleagues, such as an HR team member or manager. They can review the survey questions, topics, and overall experience before launch.

Amelio's survey templates are developed in collaboration with organizational psychologists to cover key aspects of employee engagement. En so, we encourage you to review the questionnaire to ensure it meets your goals and reflects your company culture.

Note: When previewing a survey using a universal link, only the demographic attributes configured for the universal link will appear at the end of the survey.

Send the Survey to a Targeted Audience or to a First Test Group

If you want a first group of people to respond to the survey for a complete test before the official launch, you can set everything up by following the various steps in the following article: Survey Settings.

If you are just starting the process and your list has not been imported yet, it will not be necessary to target an audience for the survey, and it will simply be sent to all active employees listed in your account. If needed, you can add additional employees to participate: Adding employees

Note that it will be important to target an audience if you want to send the survey to a specific group and your list of employees has already been imported into your account to prevent all employees from receiving the survey.

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