Define a recipients list for surveys

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Use a recipients list to define targeted set of users for whom the survey invite can be sent. You can use a recipients list for multiple surveys.

    Before you begin

    Role required: admin or survey_admin or survey_creator

    Procedure

    1. Navigate to All > Survey > Administration > Recipients Lists.
    2. Click New.
    3. On the Recipients List form, fill in the fields:
      For a description of the field values, see Recipients List form.
    4. Click Submit.
      For recipients lists created by the file upload, clicking Submit validates the records in the Excel file. Following validation, the system displays a pop-up window with the upload results, including valid and invalid user records.
    5. Optional: To get the updated user list, navigate to the recipient list and click Refresh Recipient List.