Working with Invitations

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.

An invitee list is a list of respondents that can be selected as the receivers of survey invitations.

Directions to create an Invitee List

1. Go to the 'Resources' page by clicking the 'Resources' link on the top navigation bar.
2. Click on 'Invitee Lists'.
3. Select 'New Invitee List'.
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. Set the format for the invitee data. For example if you are creating a list that includes a respondents name, email, and department, the format would look like this:
        name,email,department