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- Since custom messages don't copy from one survey to another, we won't create custom messages for you. You can create them by going to Survey Options and selecting "Custom end of survey message..." etc. Or, you can create custom messages by clicking Library from the upper right, then Messages Library, and click "+ New Message."
- Create a new contact list with a name that matches your OC (including date, eg ECR2020) in your library. See "Edit the Contact List Trigger" on
- For Apply Hub style OCs, we will add all of the questions in the application survey to the contact list so you can export the contact list to Excel and see the status of endorsements. If you add additional questions to your surveys in the future, remember to add them to the contact list trigger (Tools → Triggers → Contact List Triggers → Click on existing trigger then click Edit to add questions).
- Verify that all links in the surveys open in a new tab.
- Verify that all dates are accurate.
- Fill in the Survey Expiration dates.
- Verify the RFA and FAQ links are the current version. See below if you need to need a new RFA link.
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