Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1.  Go to “Project Setup”, scroll to the “Enable optional modules and customizations” box, and click on “Enable” next to “Designate an email field to use for invitations to survey participants”.  (circled in Red in image below)



  2. A box like the one below will pop up.  Select an email field from the box.  If one is not available, go to project and create a question that asks for a participants email address.  Be sure it's assigned to be an email question by selecting "Email" in the Validation box.

             


  3. Once the email addresses are added, they will be listed in the “Participant List” (Circled in green below).  This is located in “Manage Survey Participants” (Circled in Red below).

     



  4. To send the survey to participants, click on “Compose survey Invitations” (circled in orange above).  A box similar to the one below will pop up.  On the right side of this box, it will show all email addresses you have entered.  Select all participants you would like to send the survey to and click send. 
              




...