Sending Email as a Standard User

If you are logged onto Authoring as a Standard user and when deploying a survey you select one of the Survey Link by Email options, then you will also need to create a list of email address to which the survey link is to be sent. Once the survey is deployed you will be asked to invite the respondents - .

Figure 1 - The survey is deployed and you now need to invite the respondents

1. If you are creating the list as part of the deployment procedure, click the Invite Respondents button. If you are creating the list as a separate operation, go to the Respondents > Invite Respondents menu item.

In both cases, the Respondents page opens - .



Figure 2 - The Respondents page

2. Enter into the text field the email addresses of the respondents who are to receive the survey link.

You can type the email address into the field individually, using a hard return (Enter on your keyboard) between each address, or you can copy a list into the field from for example an Excel file.

3. When the list is complete, click Next.

The Email Details page opens - . Here you can check the sender details and create the body of the email.



Figure 3 - Example of the Email Details page

4. On completion, click Next to go to the Preview page - .



Figure 4 - Example of the Email Preview page, including the survey link

5. Check the details, and if all is correct click Finish to send the emails.

In the event some of your respondents neglect to reply to your survey, you can send a reminder email to jog their memories. To create reminder emails:

6. Go to the Respondents > Send Reminders menu item.

The Send Reminders page opens - .



Figure 5 - Example of the Send Reminders page

7. Edit the text of the email as appropriate, then click Next.

The Email Preview page opens allowing you to check the details.

8. If all is correct, click Finish to send the email(s).

Note that the reminder emails use the same respondent list as the original invitation email, but the reminders will only be sent to those respondents who have not already completed the survey.