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Checklist

Before you send personal survey links

Seven checks for personal survey and interview links

Checklist of seven things to do before sending personal survey or interview links, from random IDs to a shared link for sensitive topics.
Seven checks that stop most problems with personal links

A checklist for anyone sending a personal survey or interview link to each person on a list. It covers link safety, telling people the link is personal, testing, reminders, keeping the status export and when to fall back to one anonymous link. Koji personal interview links use random IDs and come with a status export for your CRM.

Where this appears

What's in this checklist

  • Use random IDs that nobody can guess
  • Never put an email address or name in the link
  • Tell people the link is just for them
  • Test one link from start to finish
  • Plan one or two reminders with different wording
  • Keep the export with links and status
  • Use one shared link for sensitive topics

Use this image

Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:

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<a href="https://www.koji.so/visuals/personal-survey-links-before-you-send-checklist"><img src="https://www.koji.so/visuals/personal-survey-links-before-you-send-checklist/personal-survey-links-before-you-send-checklist.png" alt="Checklist of seven things to do before sending personal survey or interview links, from random IDs to a shared link for sensitive topics." width="1200" height="630" /></a>
<p>Source: <a href="https://www.koji.so/visuals/personal-survey-links-before-you-send-checklist">Before you send personal survey links</a>, Koji</p>