How to export passcodes

If you've included passcode participants in your survey, you will need to provide them with a 12-digit passcode to take the survey.

To access a list of passcodes:

1. Go to My surveys.
2. Find your survey and check the status is Pending or Active. Passcodes are only generated once the survey reaches this state.
3. Select the three dots on the survey card to show the menu, then Edit. Passcodes will be listed as the step before Preview.
4. Select Passcodes. You will now find a list of all passcode participants for the survey, along with their unique 12-digit passcode and demographic information. The demographic information is provided to help ensure each passcode is given to the right participant.

How to export passcodes

You can export passcodes as Excel or PDF.

First, select the participants you want to export passcodes for. To select everyone, use the checkbox at the top of the list. Then select Export Excel or Email PDF at the top right of the screen.

You'll then choose how you want the passcodes.

One file

• One Excel file: all the participants you selected in a single Excel. It downloads right away.
• One PDF: all the participants you selected in a single PDF. We'll email a download link to the email address you're logged in with, usually within a few minutes.

A separate file for each group

Choose this to get one file per demographic value, for example one file for each department or each location. This is handy when different people hand out passcodes for different teams.

1. Select A separate Excel for each group (or A separate PDF for each group).
2. Choose the demographic to split by, for example Department.
3. Tick the groups you want a file for. Each group shows how many of your selected participants it contains, and empty groups can't be selected. If there are a lot of groups, none are ticked to start with, so you can pick just the ones you need.
4. Select Email me [x] files.

We'll build the files, zip them together, and email a download link to the email address you're logged in with. This can take a little while, so don't panic if it doesn't arrive right away.

What's on the personalised passcode slip?

If you've selected Email PDF you'll be able to download personalised passcode slips you can hand out to participants.

Each slip contains the:

• name of the participant
• personalised message
• instructions on how to access the survey
• 12-digit passcode.

There is also a QR code on the slip allowing the participant to skip the instructions and go straight to the survey without entering their passcode.

To use their QR code participants need to:

1. Open the camera on their phone;
2. Hold the camera over the QR code;
3. Select the banner that appears to navigate to the survey.