SmartSurvey

Where SmartSurvey fits

SmartSurvey is suited to organizations collecting structured feedback through questionnaires and forms. Its logic tools can show relevant questions, route respondents past unsuitable sections and reuse earlier answers through piping. These features are useful when a single questionnaire serves several audiences, but the design still needs testing: an incorrect branch can hide a question from the people meant to answer it. This profile evaluates the documented workflow, not firsthand performance. Logic and personalisation

Plans and billing

The UK list prices below are GBP, excluding VAT.

Basic allows 100 responses monthly. Advanced includes 2,000 monthly responses or 30,000 annually; Growth includes 4,000 monthly or 90,000 annually. These are different billing allowances, not interchangeable monthly equivalents. Pricing and allowances

The 14-day, no-card trial allows viewing 100 responses, exporting 10 and up to 10 participants per contact list. Use it to check a workflow before a full launch. Trial restrictions

Building and distributing a survey

Start by writing the questions and deciding which answers should trigger follow-ups. SmartSurvey documents display and skip logic, custom variables and piping. Preview the different routes with realistic answers before publishing. For repeated research, keeping a written routing specification makes it easier to spot unintended changes between survey versions. More complex rules should earn their place by reducing irrelevant questions, not simply making the questionnaire more elaborate. Questionnaire logic

The distribution toolkit includes tracking links, email invitations, embedded surveys and other collection methods. Separate tracking links can help distinguish recruitment channels while keeping the questionnaire consistent. The documentation describes controls such as closing dates, response limits and default languages. Choose the channels that match your audience and confirm plan requirements or additional charges for options such as SMS. An available distribution method does not guarantee that the people reached represent your target population. Distribution features

Analysis and exporting usable data

SmartSurvey's cross-tab workflow compares two closed questions using row and column selections and optional filters. It is useful for examining how responses vary between groups, and the resulting report can be exported to Excel. The documented tool does not apply to open-ended text answers. Check group sizes before interpreting differences; a small subgroup can produce a striking percentage without strong evidence of a wider pattern. Cross-tab reporting guide

Exports are organized by purpose: raw responses, summaries, cross-tabs or individual responses. Available file formats depend on the selected export type. During evaluation, create the specific output needed by your analyst and confirm that labels, comments and filters survive the transfer. A summary intended for a presentation may not be an adequate substitute for respondent-level data used in further analysis. Export workflow

Support, account controls and renewal

SmartSurvey provides help documentation, support tickets and sales demonstrations. Use a demonstration to resolve questions about collaboration, integrations and the edition needed for your intended workflow. US teams should also confirm support coverage and the data-processing arrangements relevant to their organization. Contact and support

The vendor's security guidance assigns customers responsibility for their survey data and account access. Set appropriate permissions and avoid shared logins; security features should be checked against the chosen plan. A vendor feature list is not a determination that a particular survey is legally compliant. Security guidance

Annual plans remain committed for the full term without partial-period refunds. Monthly cancellations take effect at period end; invoice customers must give 31 days' notice. Cancellation guidance

Our assessment: SmartSurvey merits consideration when routing and organized reporting matter. Compare the required workflow against a written plan quote, especially when budgeting in USD for a GBP-listed service.