Participant Contact List: This option allows you to send emails and track who responds to your survey. It is also possible to identify an individual's survey answers by providing an Identifier for each participant. Here are the steps to design this:
- Be sure you have a question that's designed to collect a person's email address. If you do not, here is how you create one: select the validation as "Email" on a text box question. (circled in red in image below)
For more direction, do the following: go to the form you'd like to ask for the email on, add "Text Box (Short Text)" question, select "Email" in the Validation box (circled in red in image below), give question a Field Label and Variable Name, and click Save.
- 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)
- 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.
- 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).
- 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.
- The surveys have now been sent, If you want to view who they have been sent to, go back to the "Participant List". It will mark the participants you sent the email to by putting an envelope with a green check mark in the "Invitation Sent" column (circled in Red below). It also keeps track of which participants have responded.
