Guides

Reference guides to help you understand the platform's features and when to use them.

Building Surveys

Creating a Poll

How polls differ from surveys, and a walkthrough of building, configuring, and publishing one.

Creating a Survey

A step-by-step walkthrough of building, configuring, and publishing your first survey.

Tracking Change Over Time with Longitudinal Studies

How to use multi-wave studies to measure trends, track retention, and compare the same participants across repeated surveys.

Conducting Multilingual Surveys

How to reach participants in their preferred language — from survey translation to localized email campaigns.

Surveys and Polls: which one you need

What surveys and polls are, the one question that decides which you need, and why Septenar calls it a survey and not a questionnaire.

White-Labelling Your Surveys

Why participants need to see your organisation — not the platform — and how to set that up across themes, sponsor disclosure, and trust signals.

Analysis

Understanding theme discovery

How theme discovery groups free-text responses, what cohesion and "Driven by" annotations mean, and where to be cautious.

General

Pricing & Controlling Costs

How credits work, what drives costs, and how to avoid billing surprises.

Teams & Roles

How to invite people to your account, what each role can do, and the responsibilities that come with team access.

Distribution

Email Campaigns

Send survey and poll invitations directly to participant groups, with delivery tracking and custom sender domains.

Sending Email That Arrives

Where a list's addresses come from, how the daily sending allowance grows, how to read the delivery funnel, and when to ask for more.

Privacy & Compliance

Collecting Sensitive Data Anonymously

How to collect survey responses from sensitive populations without storing any personal information.

Applications: the container your surveys live in

What an Application is, why compliance lives there, and when to create a second one.

Choosing your App's compliance posture

How sector, participant jurisdictions, and your account jurisdiction together determine which privacy frameworks apply to your App.

Research with First Nations, Inuit, and Métis communities

Configuring Septenar for research governed by OCAP® and Indigenous data sovereignty — starting with the one setup decision that matters most.

Privacy Impact Assessment (PIA)

Learn when a Privacy Impact Assessment is required and how to complete one for your survey.

Surveying participants in Quebec under Law 25

What Law 25 actually requires of an organization running a survey with Quebec participants — proportionality, PIA, 72-hour breach notification, Section 17 cross-border assessment, Bill 96 language requirements, Section 59 sensitive categories.

Research Ethics Board (REB) Review

Understand when ethics board approval is required and how to generate documentation for your institution's review.

Surveying participants across Canada

What running a multi-province survey actually entails: applicable frameworks, defaults, the cross-border Law 25 §17 assessment, and how breach notification fans out across regulators.