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Defining your sample

Sample decides how respondents actually reach your project — separate from the questionnaire itself and from any quotas you've set. There are two sources to choose from, and the choice is locked in once you pick it (short of resetting the sample definition entirely).

Two sample sources

Manual

Upload your own list

Upload a CSV of respondents, map its columns, then send invitations to whichever respondents you select.

External

A panel redirects respondents in

Hand a survey link to a sample provider — generic redirect config, or a one-token PureSpectrum integration — and respondents arrive on their own.

Setting up Manual

Upload a CSV, then map each detected column: choose whether to import it and give it a data type (String, Integer, Float, DateTime or Email). Once mapped, you get a table of every respondent in the file. Select the ones you want, hit Send Invitation, and edit the subject and body of the invite email before it goes out — each respondent gets their own unique survey link.

Setting up External

Pick Generic for any provider not natively supported, or PureSpectrum for a much shorter setup.

GenericPureSpectrum
You configureComplete & Terminate redirect URLs, request type (GET/POST), redirect parametersJust a Basic Token
Redirect URLsPoint back to your provider's own completion/termination endpointsFilled in automatically for you
Survey linkYou copy it from Questionnaire and hand it to your providerLive and test URLs are generated for you to hand over

With Generic, at least one redirect parameter is required — this is how your provider's tracking token (like a transaction ID) makes it onto the completion/termination redirect so they know which respondent finished.

Reset Sample Definition clears the source entirely so you can switch from Manual to External (or the reverse) — it's separate from resetting your quotas or your questionnaire.

Next up

Create your first projectSee a live demo