Automated survey invitations allows a survey to be scheduled and automatically emailed to a participant. It is based on specific conditions or triggers. The triggers consist of a participant completing another survey in your project, and/or custom logic. There are several options for specifying the time in which the survey invitations get scheduled after being triggered.
To stop the invitations from being sent out, the Automated Invitations setting can be set as “Not Active” at any time.
To set up Automated Invitations, do the following:
- Enable an instrument to be a survey. Instructions how to do this are at: <https://wiki.chpc.utah.edu/display/bmic/Enable+Survey>
- Click on “+Automated Invitations” (circled in red in image below)
- An "Automated Invitations” box similar to the one shown below will then pop-up. Select “+ Set up” next to the visit you would like to schedule the invitation for.
- Next, a box pops up that is used to define what conditions need to exist enable for the survey to be sent. Go through the steps to program the Automated Survey Invitation. The steps are the following:
- Step 1 - What the survey invitation email should say,
- Step 2 - Select or enter what conditions need to be met before the survey is sent (e.g. select an instrument that needs to be completed or enter logic that needs to be true, such as [age] > 30)
- Step 3 - Select how soon to send it after conditions are met.
- Optional: Enable reminders - If you want you can also program REDCap to re-send the survey if it has not been completed by a certain time. To do this, Enable the reminders, select when to re-send it, and select the number of times you would like it to be resent.
- Step 4: To inactivate the survey, click on “Not Active” at the bottom of the box.
- Click “Save”
- The survey will now be set to automatically send out invitations. I suggest you test it out before moving your project to production