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Working
with
Invitations
Sending
out
invitations
by
is
one
convenient
way
to
publish
your
surveys.
If
you
have
a
list
of
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 | ||||||
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Creating an Invitee List |
An invitee list is a re-usable list of respondents.
Directions to create an Invitee List
Go to the 'Resources' page by clicking the 'Resources' link on the top navigation bar.Toggle Cloak id 1 Cloak id 1
Click on 'Invitee Lists'.Toggle Cloak id 2 Cloak id 2
Select 'New Invitee List'.Toggle Cloak id 3 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:
- Click on the 'Add Invitees Manually Tab'.
Begin adding invitees by entering them into the text field. The format for adding invitees is:Toggle Cloak id 5 Cloak id 5 Code Block email,name,attribute-1,attribute-2,etc.
- Add Invitees Manually:
These
- labels
- should
- be
- entered
- as
- the
- first
- line
- in
- the
- text
- field.
- The
- attributes
- following
- the
- and
- name
- can
- be
- any
- piece
- of
- data,
- such
- as
- department,
- class,
- and
- so
- on.
- If
- no
- labels
- are
- entered
- to
- determine
- the
- format
- (email,name,attribute-1,attribute-2)
- then
- the
- first
- column
- must
- be
- emails
- and
- the
- second
- names.
- Here
- is
- an
- example
- of
- an
- invitee
- list
- with
- labels:
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
The
- name
- and
- attribute
- labels
- are
- optional
- but
- the
- label
- must
- be
- included.
- The
- labels
- can
- appear
- in
- any
- order
- but
- the
- position
- of
- the
- data
- must
- match
- the
- labels.
- Once
- you
- have
- entered
- the
- invitee
- data,
- click
- 'Save'.
- Add
- Invitees
- by
- Importing:
Toggle Cloak
- Importing:
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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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
Click 'Publish' Survey.Toggle Cloak id 7 Cloak id 7
Select 'Invitations'.Toggle Cloak id 8 Cloak id 8
Select the 'New Invitation' link.Toggle Cloak id 9 Cloak id 9 - Fill out the 'New Invitation' form.
Invitation Settings:Toggle Cloak id 10 Cloak id 10 - 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:Toggle Cloak id 11 Cloak id 11 - Send Date - The date and time 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. Make sure you keep the link included with the default message - this is how the invitees will access the survey.
Reminder DatesToggle Cloak id 12 Cloak id 12 - 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.
Reminder MessagesToggle Cloak id 13 Cloak id 13 - Reminder Subject - The subject line of the reminder messages.
- Reminder Message - The message sent with each of the reminders (the last reminder has a unique message).
- Last Reminder Subject - The subject of the final reminder message.
- Last Reminder Message - A unique message sent with the final reminder.
- Click 'Create'.
- Click 'Ok'.
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Adding Invitees to an Invitation |
Directions to Add Invitees to an Invitation
Click 'Publish' Survey.Toggle Cloak id 14 Cloak id 14
Select 'Invitations'.Toggle Cloak id 15 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: