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Add Invitees by Importing: 
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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 list of respondents that can be selected as the receivers of survey invitations.

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:
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Creating an Invitee List 

 An invitee list is a re-usable list of respondents.
Directions to create an Invitee List
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 Go to the 'Resources' page by clicking the 'Resources' link on the top navigation bar. 
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 Toggle Cloak
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2
 Click on 'Invitee Lists'. 
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 Toggle Cloak
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 Select 'New Invitee List'. 
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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
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 Begin adding invitees by entering them into the text field. The format for adding invitees is: 
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 Code Block
email,name,attribute-1,attribute-2,etc.
{code}
 These 
 
 labels 
 
 should 
 
 be 
 
 entered 
 
 as 
 
 the 
 
 first 
 
 line 
 
 in 
 
 the 
 
 text 
 
 field. 
 
 The 
 
 attributes 
 
 following 
 
 the 
 
 email 
 
 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
{code}
 The 
 
 name 
 
 and 
 
 attribute 
 
 labels 
 
 are 
 
 optional 
 
 but 
 
 the 
 
 email 
 
 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
#*# Click on the 'Import Invitees' tab.

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 Click on the 'Import Invitees' tab. 
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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
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 Click 'Publish' Survey. 
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 Select 'Invitations'. 
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9
 Select the 'New Invitation' link. 
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Fill out the 'New Invitation' form. 
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10
 Invitation Settings: 
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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.
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 Invitation Date and Message: 
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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.
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 Reminder Dates 
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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.
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 Reminder Messages 
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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
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 Click 'Publish' Survey. 
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 Select 'Invitations'. 
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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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