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Define a recipients list for surveys

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Define a recipients list for surveys

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

Procedure

  1. Navigate to Survey > Administration > Recipients Lists.
  2. Click New.
  3. In the Recipients List form, add the field information:
    Table 1. Recipients List form
    Field Description
    Name Name of the recipients list.
    Type Type of users to include in the list. Possible values are:
    • Contacts
    • Internal Users
    State State of the recipients list.
    • New: List has not yet been generated.
    • In Progress: List is currently being generated. (You can see this state only when generating a very large list of recipients.)
    • Complete: List is generated.
    Setup
    Method Method used to generate the recipients list. Possible values are:
    • Upload File: Upload an Excel file with the recipients list using the specified template.
    • Dynamic Condition: Run a script or condition builder to create the recipients list.
    Choose File Allows you to download an Excel template, and then upload the Excel file with user information using the specified template.
    Note:
    • This field is available only if the Method is Dynamic Condition.
    • The templates vary based on the entity selected in the Type field. For accounts, the template includes columns for sys_id and account number values. For contacts, consumers, and internal users, the template includes columns for sys_id and email values.
    Show Script If selected, displays the script to create the recipients list.
    Note: This field is available only if the Method is Dynamic Condition.
    Script Script to create the recipients list.
    Note: This field is available only if the Method is Dynamic Condition and the Show Script check box is selected.
    Table Table that stores the user information. The table is selected based on the Type field.
    Note: This field is available only if the Method is Dynamic Condition.
    User Field Table field that refers to users.
    Note: This field is available only if the Method is Dynamic Condition.
    Conditions Condition builder to create the recipients list based on the specified table and user field. A condition is made up of a selected field, an operator, and a value. Add conditions using the AND and OR buttons. Delete conditions by clicking the Delete button to the right of a condition.
    Note: This field is available only if the Method is Dynamic Condition.
    Note: When the Method is Dynamic Condition, you can either use a script or a condition builder to create the recipients list.
  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.
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