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Add a recipients list to a survey

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Add a recipients list to a survey

Send the survey invites to targeted sets of users by adding a recipients list to a survey.

Before you begin

Role required: admin or survey_admin

Recipients lists should be pre-defined in the Recipients Lists submodule. For more information on defining recipients lists, see Define a recipients list for surveys.

Procedure

  1. Navigate to Survey > View Surveys.
  2. Open a survey definition.
  3. Perform any of the following steps.
    OptionDescription
    From Platform
    1. Under the Survey Recipients Lists related list, click New.
    2. In the Survey Recipients Lists form, from the Recipients List list, select the required recipients list.
    3. Click Submit.
    From Survey Designer
    1. Under the Availability tab, for the Accessible By field, select Specific users.
    2. In the Add recipients lists list, select the required recipients list.
    3. To send the survey to users, click Save and Publish.
  4. To send survey invites to all survey users and recipients lists, click Send Invitations.
    Note:
    • The Send Invitations UI action is available when there is at least one recipients list or survey user for the survey.
    • If a user is available in the Survey Users related list and multiple recipients lists, the survey invite is sent only once to the user.
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