Page History

Working with Invitations

Sending out invitations by email is one convenient way to publish your surveys. If you have a list of email addresses, you can either import them to Opinio (file upload), or simply copy/paste to create your invitation. This module also let you track your invitees; who has responded, who has not, who has received reminders etc.

Directions to create an Invitee List

1. Toggle Cloak
   id 1

   Go to the 'Resources' page by clicking the 'Resources' link on the top navigation bar.

   Cloak
   id 1

2. Toggle Cloak
   id 2

   Click on 'Invitee Lists'.

   Cloak
   id 2

3. Toggle Cloak
   id 3

   Select 'New Invitee List'.

   Cloak
   id 3

4. Name the list and click 'Create'.
5. To add invitees to the list, click the list's 'Add Invitees' link. There are two ways to add invitees:
   • Add Invitees Manually:
     1. Click on the 'Add Invitees Manually Tab'.

     2. Toggle Cloak
        id 5

        Begin adding invitees by entering them into the text field. The format for adding invitees is:

        Cloak
        id 5

        
        

        Code Block

1. • 1. email,name,attribute-1,attribute-2,etc.

1. • 1. These

1. • 1. labels

1. • 1. should

1. • 1. be

1. • 1. entered

1. • 1. as

1. • 1. the

1. • 1. first

1. • 1. line

1. • 1. in

1. • 1. the

1. • 1. text

1. • 1. field.

1. • 1. The

1. • 1. attributes

1. • 1. following

1. • 1. the

1. • 1. email

1. • 1. and

1. • 1. name

1. • 1. can

1. • 1. be

1. • 1. any

1. • 1. piece

1. • 1. of

1. • 1. data,

1. • 1. such

1. • 1. as

1. • 1. department,

1. • 1. class,

1. • 1. and

1. • 1. so

1. • 1. on.

1. • 1. If

1. • 1. no

1. • 1. labels

1. • 1. are

1. • 1. entered

1. • 1. to

1. • 1. determine

1. • 1. the

1. • 1. format

1. • 1. (email,name,attribute-1,attribute-2)

1. • 1. then

1. • 1. the

1. • 1. first

1. • 1. column

1. • 1. must

1. • 1. be

1. • 1. emails

1. • 1. and

1. • 1. the

1. • 1. second

1. • 1. names.

1. • 1. Here

1. • 1. is

1. • 1. an

1. • 1. example

1. • 1. of

1. • 1. an

1. • 1. invitee

1. • 1. list

1. • 1. with

1. • 1. labels:

1. • 1. Code Block

1. • 1. email,name,department,building joe@mit.edu,Joe Smith,Physics,Bldg 12 Mspears@mit.edu,Marlyn Spears,Math,Bldg 15 BLane@mit.edu,Bryan Lane,Libraries,Bldg 17

1. • 1. The

1. • 1. name

1. • 1. and

1. • 1. attribute

1. • 1. labels

1. • 1. are

1. • 1. optional

1. • 1. but

1. • 1. the

1. • 1. email

1. • 1. label

1. • 1. must

1. • 1. be

1. • 1. included.

1. • 1. The

1. • 1. labels

1. • 1. can

1. • 1. appear

1. • 1. in

1. • 1. any

1. • 1. order

1. • 1. but

1. • 1. the

1. • 1. position

1. • 1. of

1. • 1. the

1. • 1. data

1. • 1. must

1. • 1. match

1. • 1. the

1. • 1. labels.

1. • 2. Once

1. • 1. you

1. • 1. have

1. • 1. entered

1. • 1. the

1. • 1. invitee

1. • 1. data,

1. • 1. click

1. • 1. 'Save'.

1. • Add

1. • Invitees

1. • by

1. • Importing:

1. • 1. Toggle Cloak

1. • 1. id

1. • 1. 6

1. • 1. Click

1. • 1. on

1. • 1. the

1. • 1. 'Import

1. • 1. Invitees'

1. • 1. tab.

1. • 1. Cloak

1. • 1. id

1. • 1. 6

     2. Click 'Browse'

1. • 1. to

1. • 1. select

1. • 1. a

1. • 1. local

1. • 1. text

1. • 1. file

1. • 1. with

1. • 1. the

1. • 1. invitee

1. • 1. list.

1. • 1. Use

1. • 1. the

1. • 1. format

1. • 1. mentioned

1. • 1. in

1. • 1. Step

1. • 1. B

1. • 1. of

1. • 1. the

1. • 1. Add

1. • 1. Invitees

1. • 1. Manually

1. • 1. instructions

1. • 1. above

1. • 1. when

1. • 1. creating

1. • 1. the

1. • 1. local

1. • 1. text

1. • 1. file.

1. • 2. Select

1. • 1. 'Import'.

Return

to

Top

Directions to Create an Invitation

1. Toggle Cloak
   id 7

   Click 'Publish' Survey.

   Cloak
   id 7

2. Toggle Cloak
   id 8

   Select 'Invitations'.

   Cloak
   id 8

3. Toggle Cloak
   id 9

   Select the 'New Invitation' link.

   Cloak
   id 9

4. Fill out the 'New Invitation' form.

   • Toggle Cloak
     id 10

     Invitation Settings:

     Cloak
     id 10

     1. Invitation Name - The name you wish to call the invitation.
     2. From Name - This will appear in the invitation email as the sender.
     3. From Email - This will appear as the sender's email.
     4. Content Type - If you want to include HTML code in your invitation email, you have to set this parameter to "text/html". To include html code simply type/paste the code in the "message" field. If you do not need to use HTML in the invitation, select "text/plain". The HTML code should be a valid and complete HTML document.

   • Toggle Cloak
     id 11

     Invitation Date and Message:

     Cloak
     id 11

     1. Send Date - The date and time the invitation will be sent to the respondents.
     2. Subject - The subject line of the invitation email.
     3. Message - The message sent along with the invitation email. Make sure you keep the link included with the default message - this is how the invitees will access the survey.

   • Toggle Cloak
     id 12

     Reminder Dates

     Cloak
     id 12

     1. Remindar Dates 1 - 5 - Choose the date and time that each of the five reminder messages will be sent. The number of "Reminder Dates" fields filled in determine how many reminder messages will be sent.

   • Toggle Cloak
     id 13

     Reminder Messages

     Cloak
     id 13

     1. Reminder Subject - The subject line of the reminder messages.
     2. Reminder Message - The message sent with each of the reminders (the last reminder has a unique message).
     3. Last Reminder Subject - The subject of the final reminder message.
     4. Last Reminder Message - A unique message sent with the final reminder.
5. Click 'Create'.
6. Click 'Ok'.

Return to Top

Directions to Add Invitees to an Invitation

1. Toggle Cloak
   id 14

   Click 'Publish' Survey.

   Cloak
   id 14

2. Toggle Cloak
   id 15

   Select 'Invitations'.

   Cloak
   id 15

3. Choose the 'Invitation' you wish to edit.
4. Click 'Add Invitees'.
5. Begin adding invitees. There are three ways to do this:
   • Enter Invitees Manually:
   • Using an 'Invitee List':
   • Importing Invitees:

Return to Top