Define a recipients list for surveys

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • 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.

    시작하기 전에

    Role required: admin or survey_admin or survey_creator

    프로시저

    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. 옵션: To get the updated user list, navigate to the recipient list and click Refresh Recipient List.