Versions Compared

Old Version 1

changes.mady.by.user Bill Murphy

Saved on

compared with

New Version 2

changes.mady.by.user Bill Murphy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You will be copying the two surveys endorser survey that best match the current OC (an applicant survey and an endorser survey)matches your current offering. Edit the titles title as needed.


    • Click "Create Project"

      • Click "Create From Existing"

      • Click "Select a Project"

      • Enter a Project Name

      • Click "Create Project"

    • Edit the questions, logic, etc.
    • Click Survey Flow
      • If the fields that you are transferring differ from the original applicant survey, you will need to edit the Survey Flow, otherwise no changes are needed
    • If the fields that you transferred differ from the original applicant survey you will need to edit some questions
      • Click the question text to edit
      • Select Piped Text > Embedded Data Field > [field name]
        NOTE: applicant first, last, and email can be found under Piped Text > Panels Field
    • Customize the Endorser email
      • Copy the Anonymous Link of the Endorser Survey
        • Click Distributions
        • Click Get Reusable Link (if visible)
        • Click "Anonymous Link"
        • Copy the Anonymous Survey Link
    • Go back to the Applicant survey
      • Click "Actions"
      • Click to open the endorsement email
      • Click "Send E-mail Task" in section 3
      • Paste the Anonymous Link of the Endorser Survey into the Message section
      • Append with ?appID=${e://Field/appID}
      • Click "Save"
  • Be sure to take a look at the Survey Options to make sure they are set up properly
  • 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.