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Email Groups

Before you can send e-mail invitations, you must first add all the e-mail addresses to which you want to send e-mails. E-mail addresses are associated with e-mail groups – which are, essentially, distribution lists. All you need is a comma-delimited list of e-mail addresses and you can conveniently enter all email addresses in one fell-swoop.

Log in as a Publisher or Department Admin and click on the Email Groups link on the Invite tab's panel to access the email groups screen.

Add Email GroupSimply enter a unique Email Group Name and click the Add Group button.

The form enters update mode with the newly created group selected in the Email Groups dropdownlist.

Email Group AddedThe Enabled option is checked by default. Uncheck the checkbox to deactivate this group. Deactivated groups are not sent e-mail invitations or reminders even when they are associated with the survey collection. In update mode, you have two other Options: View Email List and Add Addresses.

Added AddressesClick Add Addresses to associate e-mail addresses with the selected group. If you have a large list of email addresses to add to the group you may want to copy a comma-delimited list and paste it into the box provided. Click the Add Email Addresses button to associate the addresses with the group. Duplicate email addresses are not added to the group. All other e-mail addresses are added to the group and removed from the textbox.

Email AddressesClick View Email List to view all e-mail addresses associated with the group.

You'll notice that the last screenshot showed that two e-mail addresses could not be added to the e-mail group because it would have caused duplications. As shown by the screenshot on the right, was, in fact, already added to the group.

The table of e-mail addresses shows ten addresses at a time. To view more results click on the page number at the bottom of the table. You may remove an email address from the group. However, this action will not delete any survey responses that the user might have already submitted while associated with the group. You may also deactivate a user in a group by unchecking the Enabled checkbox.

Search for a specific e-mail address by entering all or part of the e-mail address in the Filter textbox and clicking the Submit button.

Sort the e-mail addresses by clicking on the Email Address caption in the table header.

Email AddressesTo view details for a specific e-mail address, click the address in the table. The e-mail groups in which the account holder participates and the surveys that are accessible to the user are listed. The Collection Status suggests whether the survey collection is currently live. Also noted is the number of surveys the collection consists of, whether the selected e-mail group member has been invited or reminded about the surveys, how many of the surveys in the collection the member may participate in, and how many of those surveys he has completed. To view more details concerning the users participation in the survey collection, click on the name of the survey collection. You will then be presented with a table of surveys and survey statuses.

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