Before starting the survey:
- Go to the survey you are configuring.
- Click onAdd participants.
- Select uploadmanualorbulkusing the Excel template file. 👉 You can review the instructions here: View upload instructions
When starting the survey:
- When you click on“Start survey”, an email will automatically be sent to each participant with their personal link to respond.
- In addition, they can access the survey from the platform at:My organization > My surveys > Tab “Active”
If you add new participants:
- New participants will also automatically receive the invitation email.
To reinforce communication:
- Use the option“Send reminders”to resend the email to those who have not yet responded.
- The system will not send the message to those who have already completed the survey.
Once the survey has started, you can only remove participants from the "Participants" tab. Keep in mind that if the participant has already responded, their response will be deleted along with their removal. If the survey is anonymous, you will not be able to identify or delete individual responses.
If a collaborator is removed before the survey starts, they will not receive the invitation. If they are removed during an active survey, their access will depend on the survey settings (for example, whether it is enabled for inactive records).
🤖 This article was translated using artificial intelligence. View original article.