Participant Contact List

To access the participant list, click on "Manage Survey Participants" (circled in orange in image below), then select the "Participant List" tab (circled in green below).
If a survey is the first instrument on your project, you can add participants by clicking on "Add participants".
If a survey is not the first instrument on a project, the "Add participants" is not available. Enable to add participants to the Participant List in this case, an email field will need to be added to a form on the project and designated to use for the participant contact list. Instructions how to do this are at: https://wiki.chpc.utah.edu/pages/viewpage.action?pageId=558497813 When the email address question is answered and saved, the email address will automatically be listed on the “Participant List”.
(Optional) If the first instrument on your project is a survey, you can use the participant identifier. This is useful to specify who has responded to the survey. Instructions how to use it are at: https://wiki.chpc.utah.edu/display/bmic/Participant+Identifier
After participants are added to the list, you can then email the survey(s). To email the survey(s) to participants on the list, select the survey from the event box (circled in red in image above) and click on “Compose Survey Invitations”. A box similar to the one below will pop up. Here, select all the email addresses you would like to send the survey to (located on the right side of the box), select when the emails should be sent (located on the top left side of the box), if you would like reminders to be sent select that checkbox, select the email address you would like the email to be sent from, enter the Subject (located on the left side of the box), if you want edit the message in the compose box but be certain the [survey-link] and/or the [survey-url] are included. Once everything is set, click "Send Emails" (located at the bottom right corner of the box) to send the survey.
The survey(s) 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 by putting a green circle with check-mark in the responded column (circled in orange below).