This self teaching training module is about creating participant lists and configuring the invitation by email or link list
Please watch the following videos and implement the exercises in your workspace.
Part 1
Topics in this video:
- Distribute Tab Overview
- Survey states (Draft, Published, Edit-Mode)
- Anonymous survey link, QR-Code, custom survey hash
Part 2
In this video:
- invite for test interview
Part 3
Covered in this video:
- Samples
- Short explanations for Dynata + Third party sample
- Sample import
- Editing individual members
- Custom fields in samples
Part 4
In this video we cover:
- Placeholders based on member information
- Filters based on member information
Part 5
Topics in this video:
- Creating a Link List
- Distribution Log + Statistics
- Explanation of Link List
- Testing of member placeholders + member filters
Part 6
In this video:
- Access control settings of survey in relation to distribution
- Code Authentication
- Group Access
- Single Access
Part 7
Topics covered:
- member placeholders in case of anonymous link
- Messages in Library
- Email sending policy guidelines
- Email distribution
Part 8
Topics covered:
- Received email invitations
- Reminder vs multiple invitations
- Distribution Log > Bounce statistics
Part 9
Topics covered:
- Individual Members > Interviews
- Interview Reset
- Individual Invitation
- Individual Reminder
- Update Sample by import adjusted Excel file