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Livesearch

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label	Table of Contents

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Excerpt IncludeSUG2:HomeSUG2:Home

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h2.

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.
{bgcolor:E6E6FA} h3. Creating an Invitee List {bgcolor} An invitee list is a re-usable list of respondents. h5. Directions to create an Invitee List # Go to the 'Resources' page by clicking the 'Resources' link on the top navigation bar. # Click on 'Invitee Lists'. # Select 'New Invitee List'. # Name the list and click 'Create'. # To add invitees to the list, click the list's 'Add Invitees' link. There are two ways to add invitees: #* Add Invitees Manually ## Click on the 'Add Invitees Manually Tab'. ## Begin adding invitees by entering them into the text field. The format for adding invitees is: {code}
Table of Contents
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Creating an Invitee List

An invitee list is a re-usable list of respondents.

Directions to create an Invitee List

Toggle Cloak
id 1
Go to the 'Resources' page by clicking the 'Resources' link on the top navigation bar.
Cloak
id 1
Toggle Cloak
id 2
Click on 'Invitee Lists'.
Cloak
id 2
Toggle Cloak
id 3
Select 'New Invitee List'.
Cloak
id 3
Name the list and click 'Create'.
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
    email,name,attribute-1,attribute-2,etc.

{code}

- 1. These

- 1. labels

- 1. should

- 1. be

- 1. entered

- 1. as

- 1. the

- 1. first

- 1. line

- 1. in

- 1. the

- 1. text

- 1. field.

- 1. The

- 1. attributes

- 1. following

- 1. the

- 1. email

- 1. and

- 1. name

- 1. can

- 1. be

- 1. any

- 1. piece

- 1. of

- 1. data,

- 1. such

- 1. as

- 1. department,

- 1. class,

- 1. and

- 1. so

- 1. on.

- 1. If

- 1. no

- 1. labels

- 1. are

- 1. entered

- 1. to

- 1. determine

- 1. the

- 1. format

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

- 1. then

- 1. the

- 1. first

- 1. column

- 1. must

- 1. be

- 1. emails

- 1. and

- 1. the

- 1. second

- 1. names.

- 1. Here

- 1. is

- 1. an

- 1. example

- 1. of

- 1. an

- 1. invitee

- 1. list

- 1. with

- 1. labels:

{

- 1. Code Block

}


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

{code}

- 1. The

- 1. name

- 1. and

- 1. attribute

- 1. labels

- 1. are

- 1. optional

- 1. but

- 1. the

- 1. email

- 1. label

+

- 1. must

- 1. be

+

- 1. included.

- 1. The

- 1. labels

- 1. can

- 1. appear

- 1. in

- 1. any

- 1. order

- 1. but

- 1. the

- 1. position

- 1. of

- 1. the

- 1. data

- 1. must

- 1. match

- 1. the

- 1. labels.

#*#

- 2. Once

- 1. you

- 1. have

- 1. entered

- 1. the

- 1. invitee

- 1. data,

- 1. click

- 1. 'Save'.

#*

- Add

- Invitees

- by

Importing #*# Click on the 'Import Invitees' tab. #*# Click 'Browse' to select a local text file with the invitee list. Use the format mentioned in +Step B+ of the +Add Invitees Manually+ instructions above. #*# Select 'Import'. {bgcolor:E6E6FA} h3. Creating an Invitation {bgcolor} Invitations are re-usable 'invites' that automatically send a message to respondents when the survey has been published. h5. Directions to Create an Invitation # Click 'Publish' Survey. # Select 'Invitations'. # Select the 'New Invitation' link. # Fill out the 'New Invitation' form. #* Invitation Settings: #*# +Invitation Name+ - #*# +From Name+ - #*# +From Email+ - #*# +Content Type+ - #* Invitation Date and Message: #*# +Send Date+ - #*# +Subject+ - #*# +Message+ - #* Reminder Dates #*# +Remindar Dates 1-4+ - #* Reminder Messages #*# +Reminder Subject+ - #*# +Reminder Message+ - #*# +Last Reminder Subject+ - #*# +Last Reminder Message+ - # Click 'Create'. # Click 'Ok'. {bgcolor:E6E6FA} h3. Using Invitations {bgcolor} {bgcolor:E6E6FA} h3. Topic {bgcolor}

Column

width

Toggle Cloak

id	6

Click on the 'Import Invitees' tab.

Cloak

id	6

Click 'Browse' to select a local text file with the invitee list. Use the format mentioned in Step B of the Add Invitees Manually instructions above when creating the local text file.

Select 'Import'.

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Background Color

color	E6E6FA

Creating an Invitation

Invitations are re-usable 'invites' that automatically send a message to respondents when the survey has been published.

Directions to Create an Invitation

Toggle Cloak
id 7
Click 'Publish' Survey.
Cloak
id 7
Toggle Cloak
id 8
Select 'Invitations'.
Cloak
id 8
Toggle Cloak
id 9
Select the 'New Invitation' link.
Cloak
id 9
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.
Click 'Create'.
Click 'Ok'.

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Background Color

color	E6E6FA

Adding Invitees to an Invitation

Directions to Add Invitees to an Invitation

Toggle Cloak
id 14
Click 'Publish' Survey.
Cloak
id 14
Toggle Cloak
id 15
Select 'Invitations'.
Cloak
id 15
Choose the 'Invitation' you wish to edit.
Click 'Add Invitees'.
Begin adding invitees. There are three ways to do this:
- Enter Invitees Manually:
- Using an 'Invitee List':
- Importing Invitees:

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Child pages

Versions Compared

Old Version 17

New Version Current

Key

Working

with

Invitations

Creating an Invitee List

Directions to create an Invitee List

Creating an Invitation

Directions to Create an Invitation

Adding Invitees to an Invitation

Directions to Add Invitees to an Invitation