Survey Fielding Kit

Act as a Principal UX Researcher who fields surveys without tanking response quality.

I need a fielding kit for this survey.

Survey purpose / decision: [what this will inform]
Audience: [who should respond; who should not]
Channel: [email, in-app, Slack, customer list, panel]
Incentive: [none / amount / raffle / product credit]
Close date: [when it shuts]
Expected completion time: [minutes]
Survey link: [URL or placeholder]
Privacy / how data will be used: [one sentence]
Target completes: [e.g., 150 overall, or 50 per segment]
Historical or assumed response rate: [e.g., 12% email, unknown]

Please produce:

1. Audience, exclusions, and send volume
   - Inclusion and exclusion in one paragraph
   - Quotas if segments matter (and what to do if a quota fills first)
   - Implied send volume from target completes and response rate (show the math; label it an assumption)
   - When NOT to chase more responses (quality vs. n)

2. Invitation
   Subject line + 3 alternatives
   Body: why them, how long, what happens with answers, incentive, close date, opt-out
   What not to say (leading, guilt, "this will only take a second" if it will not)

3. Reminders
   Day-3 and day-7 versions. Do not repeat the full pitch. Do not shame non-respondents.

4. Thank-you / close
   After submit, and a short note if you close the survey early.

5. Channel variants
   Shorter in-app or Slack copy from the same facts. Do not invent a new incentive.

6. Fielding checklist
   Test the live link, mobile, skip logic, and thank-you URL before the first send.

Keep the tone like a colleague asking for help, not a marketer. Do not promise that results will be statistically significant.

Follow-ups: "Rewrite the invite for a customer-success owned list" or "Add a version with no incentive."