Define a recipients list for surveys

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • 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.

    始める前に

    Role required: admin or survey_admin or survey_creator

    手順

    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. オプション: To get the updated user list, navigate to the recipient list and click Refresh Recipient List.