Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Migration of unmigrated content due to installation of a new plugin
Composition Setup
defaultsHome^deck.properties

cloak.toggle.type = custom
cloak.toggle.open = ^icon.png
cloak.toggle.close = ^icon.png
Section
Column
width1%
Column
width18%
Deck of Cards
indent5px
width300px
idtoc
Card
labelSearch Stellar Help

Livesearch
spaceKeySUG2

Card
labelTable of Contents
Wiki Markup

{align:left}
{toc:maxLevel=5|minLevel=3|style=list}
Excerpt IncludeSUG2:HomeSUG2:Homenopaneltrue Column
width1%
Column
width74%
Panel
borderColorwhite
bgColorwhite
borderWidth12px
unmigrated-wiki-markup
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 # {toggle-cloak:id=1} Go to the 'Resources' page by clicking the 'Resources' link on the top navigation bar. {cloak:id=1} !resources.png|border=1px! {cloak} # {toggle-cloak:id=2} Click on 'Invitee Lists'. {cloak:id=2} !invitee_list.png|border=1px! {cloak} # {toggle-cloak:id=3} Select 'New Invitee List'. {cloak:id=3} !new_invitee_list.png|border=1px! {cloak} # 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'. #*# {toggle-cloak:id=5} Begin adding invitees by entering them into the text field. The format for adding invitees is: {cloak:id=5} !manual_list.png|border=1px! {cloak} \\ {code}

Table of Contents
maxLevel4
minLevel3
stylelist

Background Color
colorE6E6FA

Creating an Invitee List


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

Directions to create an Invitee List
  1. Toggle Cloak
    id1
    Go to the 'Resources' page by clicking the 'Resources' link on the top navigation bar.
    Cloak
    id1

  2. Toggle Cloak
    id2
    Click on 'Invitee Lists'.
    Cloak
    id2

  3. Toggle Cloak
    id3
    Select 'New Invitee List'.
    Cloak
    id3

  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
        id5
        Begin adding invitees by entering them into the text field. The format for adding invitees is:
        Cloak
        id5


        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
}
      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
        
{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.
#*#
      1. Once
      1. you
      1. have
      1. entered
      1. the
      1. invitee
      1. data,
      1. click
      1. 'Save'.
#*
    • Add
    • Invitees
    • by
Importing #*# {
    • Importing:
      1. Toggle Cloak
:
      1. id
=
      1. 6
}
      1. Click
      1. on
      1. the
      1. 'Import
      1. Invitees'
      1. tab.
{
      1. Cloak
:
      1. id
=6} !import_invitees.png|border=1px! {cloak} #*# Click
      1. 6

      2. Click 'Browse'
      1. to
      1. select
      1. a
      1. local
      1. text
      1. file
      1. with
      1. the
      1. invitee
      1. list.
      1. Use
      1. the
      1. format
      1. mentioned
      1. in
+
      1. Step
      1. B
+
      1. of
      1. the
+
      1. Add
      1. Invitees
      1. Manually
+
      1. instructions
      1. above
      1. when
      1. creating
      1. the
      1. local
      1. text
      1. file.
#*#
      1. Select
      1. '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+ - The name you wish to call the invitation. #*# +From Name+ - This will appear in the invitation email as the sender. #*# +From Email+ - This will appear as the sender's email. #*# +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. #* Invitation Date and Message: #*# +Send Date+ - The date the invitation will be sent to the respondents. #*# +Subject+ - The subject line of the invitation email. #*# +Message+ - The message sent along with the invitation email. #* 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} Columnwidth1%

Return to Top

Background Color
colorE6E6FA

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
  1. Toggle Cloak
    id7
    Click 'Publish' Survey.
    Cloak
    id7

  2. Toggle Cloak
    id8
    Select 'Invitations'.
    Cloak
    id8

  3. Toggle Cloak
    id9
    Select the 'New Invitation' link.
    Cloak
    id9

  4. Fill out the 'New Invitation' form.
    • Toggle Cloak
      id10
      Invitation Settings:
      Cloak
      id10

      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
      id11
      Invitation Date and Message:
      Cloak
      id11

      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
      id12
      Reminder Dates
      Cloak
      id12

      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
      id13
      Reminder Messages
      Cloak
      id13

      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

Background Color
colorE6E6FA

Adding Invitees to an Invitation

Directions to Add Invitees to an Invitation
  1. Toggle Cloak
    id14
    Click 'Publish' Survey.
    Cloak
    id14

  2. Toggle Cloak
    id15
    Select 'Invitations'.
    Cloak
    id15

  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