- 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).
When a question asking for the email address is answered and saved, it will automatically be listed on the “Participant List”.
- 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 availbe. 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 - 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 above) and click on “Compose survey Invitations”. A box similar to the one below will pop up. 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 left side of the box), enter the Subject (located on the left side of the box), fill out anything else in the box you feel is necessary, and click "Send Emails" (located at the bottom right corner of the box).
- 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 by putting a green circle with check-mark in the responded column (circled in orange below).
