The endorsers will receive an email with a link to this survey. The link will contain an application ID (appID) that ties their endorsement to the correct application.

  • Click "Create Project"
  • Create questions and add any preferred logic. 
    • Add a question of type Text/Graphic to display applicant data
      • Add instructions to endorser
      • Add a placeholder for each field that you want to display (e.g. applicant first and last name)
  • Click Survey Flow 
    • Click Add a New Element Here and select Authenticator
    • Authentication Type: Contact
    • Authenticate Using Contact:  (select "EndorseList-HMSLeadership-March2020" or whatever contact list name you used in the Application survey)
    • Authentication Fields: External Data Reference; check "Pre-fill"; type "appID"
    • Move the Authenticator Block above Question Block
  • Click Add a New Data Element Here and click Embedded Data
    • Type "appID"
    • Move above all other blocks
  • Click Add a New Data Element Here and click Embedded Data
    • Add each element that you want to reference from the Applicant survey (e.g. applicant first and last name)
    • Type the field name, i.e. applicantFirst (Make sure the field names match)
    • Click Set a Value now
    • From the dropdown select Insert Piped Text > Panels Field > Recipient First Name
    • Repeat for each field that you want to retrieve from the Contact List (applicantLast, applicantEmail, endorserFirst, endorserLast, etc,)
      Other than applicant first name, last name, and email, all other fields will be found under Piped Text > Embedded Data
    • Move this block below Authenticator and above the question block
  • Click Save Flow

  • Add Applicant data to the placeholder questions
    • Click the question text to edit
    • Select Piped Text > Panels Field > from dropdown, select applicantFirst, applicantLast, etc.
      or, Piped Text > Embedded Data for all other fields

  • Add a Contact List Trigger to record endorsement
    1. Tools > Triggers > Contact List Trigger
    2. Click "Please Select"
    3. Select My Library:...

    4. Select the same contact list used for the application e.g.EndorseList-HMSLeadership-March2020

    5. Under External Data Reference select Embedded Data and enter "appID"
    6. Click "Add additional fields"
    7. For Field Name type "Is_Endorsed" (if you nave multiple endorsers use "primaryEndorsed" to indicate which endorser)
      1. Select Question, then select the question that best indicates endorsement
      2. If it is a checkbox choose "Select Choices"
    8. Click Save Triggers
  • Change the Recode Value (which will be written to the Contact List)
    1. From the Survey tab, highlight the question you are using to indicate "Is_Endorsed"
    2. Click the gear icon to the left
    3. Select Recode Values
    4. Check Variable Naming
    5. Type "YES"
    6. Click Close
  • Customize the Endorser email
    • Copy the Anonymous Link of the Endorser Survey
      • Click Distributions
      • Click Get Reusable Link (if visible) or click "Anonymous Link"
      • Copy the Anonymous Survey Link

    • Paste the Anonymous Link to the Endorser Survey into the Endorser email (within the application survey)
    • Append anonymous link URL with ?appID=${e://Field/appID}

  • Add confirmation emails (see sections 8 and 9 here: Building an Application Survey)
    • To endorser, confirming they have completed their endorsement
    • To applicant, confirming that endorsement has been completed (specify type if there are multiple endorser types)
  • Be sure to take a look at the Survey Options to make sure it is set up properly (specifically, make sure Open Access is selected)
  • You are ready to test. Fill out the applicant survey and include your own email as the endorser. Once you receive the endorsement request email, complete that survey

Next Steps


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