Access your SimplyCast account by logging in at SimplyCast.com.
Once inside the Application, select Survey by clicking on the icon on the left side of the screen and then the Survey Dashboard
From the Survey Marketing Dashboard you can see all of your projects and toggle back and forth to view:
Summary of all campaigns (this is your home dashboard)
Summary is also where you create a New Survey Campaign by clicking Create New Project.
View Campaign Reports
Choose a pricing plan,
Help Section
To start a new campaign without an existing Contact List, choose Create New Project from the Summary tab.
You will now be prompted to enter a project name. Use something that will help you remember specifically how this Survey Campaign will be used. Click next.
Here you will design your online survey. Select the type of question you want from the panel on the right. You can choose from:
Text - This tool is used for Text answers. i.e. What is your name?
Paragraph - This tool is used for short-answer questions, i.e. Do you have any comments?
Select One - For when you would like the user to make a single choice. i.e. What is your favourite? Please choose one
Select Many - For when you would like the user to choose one or more options. i.e. What do you like? Check all that apply
Matrix - For when you have a varying degree of opinion. I.e. How much do you like Lunch? Not Very Much 1 2 3 4 5 6 7 8 9 10 A Lot
Info Box - To give the user a better idea of what to do, typically used for instructions
Page break -Use this to add page breaks in the survey
Copy Question - This can be used to duplicate a previously designed question
When completed, click Next Step to save and continue. You can click Clear to start over and save at any point.
Now it's time to configure the survey. Start by giving the survey a title and check off Show Welcome Message to add a welcome message to your survey. Next, fill out the Thank you message, and indicate whether or not you would require a Captcha to prevent automatic tools from participating. If you would like the survey to run forever, leave the end date field blank, otherwise specify when you would like the survey to end. If you would like a set number of participants, define the number in the Participant Limit field. The final check box determines whether or not each question is presented on a separate page. When configured, click Next.
Here you will preview your survey and select a template and theme. Click next.
Choose the method of distribution. The two types of distribution supported by the SimplyCast application are:
Distribute Your Survey Using a Web Link: A link will be provided to access the survey.
Distribute Your Survey Via Email: Use the built-in editor to design a header, body, and footer for the email to distribute the survey. You can take advantage of the Save function if you don't have time to complete the email in one sitting. Be sure to take advantage of the Survey Link option in the editor to include a link to the survey. When complete, click Next.
Test your message and configure it to send out. Choose an appropriate Email Subject and click Test Now. An email should come to the specified test address below. Once you're sure this is what you want, fill in the address information to the right and verify it's correct. Select which Contact List will be designated for the survey by checking the boxes. When complete, choose the time to distribute, and click Next.
You have additional options to choose from like if you want to disable the web link or to disable sender customization. There is also social media integration where your survey can be added to Twitter and other social media sites. Just click the options you want and hit Next.
The Cross-check page will point out anything that could hurt your campaign from sending and allow you to go back and fix it. Click next to send.
Viewing Survey Reports
To view Survey Reports from the Survey Dashboard click View Survey Reports
A list of your events will appear. The following statistics are displayed for each event:
Project Name - The name of the Survey
Date - The date composed
Email Subject - Subject of the Email Distributed
List - The distribution list chosen
Sent - Whether or not it has been sent
Status - Status of the Survey
Opens - How many emails were opened
Views - How many users viewed the HTML version.
You will also notice at the top you view different time frames and statuses. They are as follows:
7 Days (Default)
1 Month
2 Months
3 Months
Pending/
Web Link Surveys




































My company provides promotional services for musicians and bands. My newest client required a newsletter to be sent to all his contacts. Thus began my search for a user-friendly program. I tried many of them, but found SimplyCast to be the easiest to use at a very reasonable price.
Denise Hill
Winterhawk Winery has been using SimplyCast to broadcast our weekly emails for about 10 months. Their support has been exemplary. Along with excellent support, the cost is very fair. We highly recommend this service!
Jack Cowley
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More Tips on How to Design Your Survey
Even with a zero budget to develop, create and send out an online survey, great design just takes some creative muscle. |
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Survey 101: Sample Customer Satisfaction Survey
How will you ever get a sense of how your customers are feeling unless you ask them? Customer satisfaction surveys are key to growing your business. |
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