Token Distribution Guide

Define how to securely share access tokens with participants, minimizing risk and ensuring traceability.

Prerequisites

  • Have tokens generated and exported (CSV) from “Tokens → Export CSV”.

  • Set an expiration date and decide if tokens are single-use or reusable.

Distribution Channels

  • Email: send individual links; avoid attaching the full CSV.

  • Messaging (Teams/Slack): share direct links only via DMs or private channels.

  • Printed QR codes: useful for in-person surveys; short expiry and single-use.

Secure Procedure

  1. Generate tokens and download the CSV.

  2. Store the file in a secure, access-restricted repository.

  3. Distribute individual links, not the full CSV.

  4. Protect emails with encryption/shared key if needed.

Usage Overview

After distributing tokens, make sure participants receive the correct and unique link, avoiding duplicates. Users should follow this procedure:

  1. Receive the link through the chosen distribution channel.

  2. Click the link to access the survey.

  3. Answer the survey questions.

  4. Submit the survey.

Illustrations

Step 1 — Access via the survey token URL

Response survey — step 1

Step 2 — Answer the survey questions

Response survey — step 2

Step 3 — Submit the survey

Response survey — step 3

Step 4 — Finish

Response survey — step 4

After collecting all survey responses, you can generate reports and metrics from the results.