Four Ways to Make Your Psychometric Tests & Feedback Tools More Successful #2

Following on from my first article which highlighted the importance of correctly scheduling online surveys and particularly 360s, my next tip outlines some practical, IT-related steps one should undertake before launching any large-scale, company-wide psychometric test or online survey:

2. Make the necessary I.T. checks and provisions to ensure that your survey invitation emails get through and the survey itself functions correctly before launch.

There’s nothing worse than having a significant period of valuable data collection time elapse only to realise that none or few of your participants have actually received their instruction emails because the client’s firewall has intercepted the survey instructions email before it could even be delivered, or because it got automatically filtered into a spam folder. To prevent this happening and to ensure no valuable data collection time is lost, you can take the following steps:

  • Send your survey participants a personal email message requesting that they white-list the survey tools instruction email domain, so that the instruction emails don’t get filtered into spam.

  • If participants are nominating their own reviewers, it is a good idea to advise them to personally contact the reviewers they plan to nominate in advance to seek their agreement to participate in the feedback process. This way, survey invitation emails won’t come as a surprise to reviewers and are therefore less likely to be regarded as spam.

  • For large-scale surveys, it is important to liaise with the IT department of the client organisation to ensure that survey participants will be able to receive emails from the survey provider, that the survey domain email is white-listed, that the firewall doesn’t block the survey login URL and any proxy servers do not drop or timeout browser sessions to the survey login URL. The IT set up for companies with multi-national offices can vary from location to location, so if your survey is being run internationally, it is important to ensure that all IT regional contacts are involved in the testing process.

  • When running large-scale surveys it is also advisable to trial a mini survey within the IT department of the client organisation, and if running an international survey, setting the main IT contact from each country as a mock reviewee. This is to check that the emails are received, the participants can log in, the survey website stays live long enough to complete the form, and the form can be submitted.

I hope you’ve found these tips useful. Come back soon or subscribe to read about the next technique I recommend to boost the success of your online feedback tools and surveys.