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Distribution & sharing

Public links with QR codes, labelled source URLs, WhatsApp-ready private spreadsheets, campaigns, embeds, redirects, custom email journeys, reminders, invitations, geography helpers, close rules.

What this guide helps you do

Reach respondents through the right mix of public links, tracked sources, email and WhatsApp programs, embeds, and controlled close rules.

Before you start

  • Decide public vs. private collection.
  • Prepare contact lists or embed locations if needed.
  • Align on branding and redirect URLs after submit.

What you will do

  • Pick collection mode
  • Configure sources
  • Import audience data
  • Send and monitor
  • Close deliberately

You are done when

  • Channels are tested end-to-end.
  • Source labels or per-recipient links work as expected.
  • Close rules and caps match the field plan.

Overview

Distribution turns a finished questionnaire into reachable participants. Combine public anonymous links or QR badges for intercept teams, labelled short URLs so you can compare agents or acquisition channels—even parent/child hierarchies—with bulk-create and cleanup tools that feed analytics slices, WhatsApp-ready flows that collect phones (manual rows or Excel import), generate unique private links per recipient, export Number + Link columns, bulk email pushes with pasted lists plus CSV previews, reusable HTML templates plus custom subjects and bodies, private email invitations tied to identifiable recipients, website embed snippets, post-submit redirects to your funnel, automated reminder cadences where enabled, helpers for socially sharing summaries, localized geolocation overlays on maps, and close automation by manual freeze, capped completes, or scheduled end times tied to quotas.

When to use this feature

Deploy this playbook whenever you orchestrate CATI-style SMS/WhatsApp pushes, decentralized field teams with QR checkpoints, ecommerce embeds, or mixed-mode studies.

Step-by-step guide

01

Pick collection mode

Decide anonymous link, tracked link, individualized invite, or embed—each affects deduping expectations.

02

Configure sources

Create labelled short URLs (with optional hierarchical parents), test QR assets, embed codes, redirect URLs, or WhatsApp spreadsheets before launch.

03

Import audience data

Load CSV recipients, scrub formatting issues, preview columns, validate opt-in/consent wording.

04

Send and monitor

Pair email bodies with SMTP or workspace defaults, stagger sends when needed, and watch delivery plus click metrics.

05

Close deliberately

Tie closures to quotas, caps, calendars, or manual freeze so partial respondents see consistent messaging.

Attribution clarity

Labelled sources make executive readouts honest about which channel truly performed.

Screens / UI explanation

Source dashboards slice results once collection begins.

Reminder jobs should respect respondent fatigue rules you define.

Best practices

Name sources so downstream analysts instantly know each traffic driver.

Keep WhatsApp spreadsheets offline and encrypted outside Sentink boundaries when policy demands.

Test redirect URLs on mobile where most responses originate.

Tips

Export link batches per region to simplify local troubleshooting.

Pair QR posters with short instructions in local language.

Common issues

Links show “closed” early.

Check quota caps, survey publish toggles, and scheduled closure rules.

WhatsApp numbers missing links.

Re-run generation after fixing malformed phone formats in the import.

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