Overview

In this guide and video we will show you how to turn your CAPI survey into a CAWI survey in 5 easy steps.

1. Determine your respondents’ source and distribution method 
2. Setup your desired CAWI Look & Feel 
3. Determine and setup Quotas 
4. Distribute/publish the interview links 
5. Monitor progress

Online Video

Direct Youtube link (for full screen): https://youtu.be/9z5gZUyz0Sw 

Steps

Step 1: Determine your respondents’ source and distribution method

There are 4 types of links available to choose from:

• Access-All Links - A single link that will be shared across all respondents - should be used when there is no need to follow up or have the identification of each respondent
• Anonymous Unique Links - The Anonymous Unique links should be used when working with Panel Companies
• CAWI Participants Lists - Generate links to pre-defined participants list with additional information that can be used in the survey and is known in advanced, click here to learn more how to setup 
• Manual Entry Links - Use this option to create manual links for specific email addresses
  

Read more in this guide about the different links available - How To Create CAWI Respondent Links

Step 2: Setup your Desired CAWI Look & Feel 

• SurveyToGo Themes - Built in style with the option to choose colors, Click Here to learn more
• Custom Theme - Control the Button, Fonts, Colors, Progress Bar etc. via the UI.
• Custom CSS - Control the Layout using a custom CSS and Java files, Click Here to learn more

Step 3: Determine & Setup Quotas

• Setup the Quotas & Targets in your survey, Review this guide to learn how - Quota Management in SurveyToGo
• Enable to 'Use Quotas' in CAWI 
  
  

Step 4: Distribute/Publish the interview links 

• Use SurveyToGo Mass email - 
  • Create Email Connector - Follow this guide to learn more - How To Setup CAWI Email Connectors
  • Customize the email template - Follow this guide to learn more how - How To Design Your CAWI Email Template
• Copy your link - Copy your link and send it on your own via SMS, email etc. (right click on the link 'copy').
  
  

Step 5: Monitor the Progress

• Monitor your completed interviews - 
  • Operations Console
    
  • CAWI Create Links View
    
• Monitor the Incomplete interviews as well 
  

Please note: We recommend reviewing our CAWI Best Practices, click here to learn more.

That's It !