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User Guide
/ Section 5: Participant Management
Section 5: Participant Management
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1. Overview - Participants and Tokens
By default, anyone who can find the survey URL can participate. Usually, this means that responde...
2. Enabling Survey Participant Management
To make access control work, you need to enable Survey participants, create a list of participant...
3-a. Sending invitations - Editting e-Mail Templates
Editing e-mail templates To get started, you may want to review the default e-mail template. Clic...
3-b. Sending invitations - Sending emails
To send invitation or reminders, click the menu option Invitation and reminders and then either ...
3-c. Sending invitations and reminders - Individual or Selective Participants
If you have enabled the automated scheduling feature, you should let that system take care of sen...
4. Additional token options
Tokens are not limited to just name and e-mail addresses, you could add a range of prior informat...
5-a. Importing participants from a CSV file
When you use tokens and participant management, you often already have a list of names and email ...
5-b. Common Import Errors
If something happens that the system does not expect, or if the system fails to read the CSV file...
6. Before you can Send Invitations - Creating Tokens
Each participant must have a token associated with their participant record before the syste...
7. Optional Automated Scheduling of Invitations and Reminders
NOTE: YOU MUST CONTACT US TO ENABLE BACKEND SERVICES TO SUPPORT THIS FEATUREIf you have a small p...
Customizing the email template with the survey URL
Sometimes you might be building a bilingual survey, but not know the language of the participants...
How to handle if participants don't receive email invitations
It is common to want to send email invitations from your own personal email address. If your ema...
How to switch active survey from close mode to open mode?
If you have a survey that is currently active, and requires participants to either register or ha...
Participant token permissions and settings at the survey level
The following settings are found under the Token panel when you select Survey Properties->Gene...
Publication & access control
Access this panel from: Survey properties->General Settings & texts -- you'll find the Publica...
System Placeholders / Variables you can include in email templates
Placeholders Replaced during Preview The following field names are allowed in invitation/reminder...
Using a 3rd Party Participant Panel
Have you considered using our Participant Panel Offering? You can request a quote for a pane...
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