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For private surveys, use the 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:

 

  1. 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:
    1. go to a form on your project
    2. add or edit question that asks for the email address and format the "Field Type" to be "Text Box (Short Text)" question
    3. select "Email" in the Validation box (circled in red in image below),
    4. give question a Field Label and a Variable Name
    5. click Save.




  2.  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)
              




  3. 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.

             



  4. 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 Orange below).

            



  5. To send the survey(s) to participants, select the survey from the event box (circled in red above) and then click on “Compose survey Invitations”.  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.

    Note: If you're project contains multiple surveys and the first instrument on your project is a survey (aka. initial survey), it's required for that to be filled out before any other survey.  Once that's filled out, then any additional surveys can be sent to that participant.  If you do not want it to be required for the first survey to be filled out, I suggest you make the first instrument on your project a form.

              


  6. 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.

                  

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