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    Home Madrid Now Platform Capabilities Now Platform capabilities Service administration Survey Management Survey administration Survey distribution Send survey invitations to users

    Send survey invitations to users

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    Send survey invitations to users

    You can send survey invitations using the Assign Survey or Send Invitations buttons on the Survey Definition form.

    Before you begin

    Role required: admin or survey_admin

    About this task

    Use the Send Invitations button to immediately assign survey instances to each survey user that is listed in the survey definition. Use the Assign Survey button to assign a survey instance to any one user at a time.

    Each of the buttons generates survey instances assigned to the appropriate users. In addition, if the instance is configured to send email, the system generates survey notifications. For either button to be available, the survey definition must meet all of the following conditions.
    • Active check box is selected.
    • State is Published.
    • Survey is associated with at least one question.
    Note: You (or a trigger) can send more than one instance of a survey to a user at any time.

    Procedure

    1. Navigate to Survey > View Surveys.
    2. Select an active, published survey.
    3. Complete one of the following actions.
      OptionDescription
      Assign a survey to users listed in the Survey Users related list Click Send invitations.
      Assign a survey to any user Click Assign Survey and select one or more users, and then click OK.
      The system creates a survey instance assigned to the user or users, assuming the user is eligible to receive a new survey instance. When you use the Assign Survey button, the selected user is not saved as a survey user.
    Related tasks
    • Define a recipients list for surveys
    • Add a recipients list to a survey
    • Embed a survey within the Outlook email client
    • Enable localization for a survey
    • Create a survey module
    • Configure a survey in the Connect chat support
    Related concepts
    • Survey URLs
    • Sharing surveys: export and import

    Tags:

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    Release version
    Choose your release version

      Send survey invitations to users

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Send survey invitations to users

      You can send survey invitations using the Assign Survey or Send Invitations buttons on the Survey Definition form.

      Before you begin

      Role required: admin or survey_admin

      About this task

      Use the Send Invitations button to immediately assign survey instances to each survey user that is listed in the survey definition. Use the Assign Survey button to assign a survey instance to any one user at a time.

      Each of the buttons generates survey instances assigned to the appropriate users. In addition, if the instance is configured to send email, the system generates survey notifications. For either button to be available, the survey definition must meet all of the following conditions.
      • Active check box is selected.
      • State is Published.
      • Survey is associated with at least one question.
      Note: You (or a trigger) can send more than one instance of a survey to a user at any time.

      Procedure

      1. Navigate to Survey > View Surveys.
      2. Select an active, published survey.
      3. Complete one of the following actions.
        OptionDescription
        Assign a survey to users listed in the Survey Users related list Click Send invitations.
        Assign a survey to any user Click Assign Survey and select one or more users, and then click OK.
        The system creates a survey instance assigned to the user or users, assuming the user is eligible to receive a new survey instance. When you use the Assign Survey button, the selected user is not saved as a survey user.
      Related tasks
      • Define a recipients list for surveys
      • Add a recipients list to a survey
      • Embed a survey within the Outlook email client
      • Enable localization for a survey
      • Create a survey module
      • Configure a survey in the Connect chat support
      Related concepts
      • Survey URLs
      • Sharing surveys: export and import

      Tags:

      Feedback

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