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- Since custom messages don't copy from one survey to another, we won't create custom messages for you.
- Create custom inactive survey message, custom end of survey message, etc, in Survey Options as needed. Can be generic for use in multiple surveys, or specific. Will live in your messages library. You can also create 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). See "Edit the Contact List Trigger" on Copying from a Previous Application.
- We will add all of the questions in the application survey to the contact list so you can export the contact list to Excel to track endorsements. If you add additional /remove/rename questions to your surveys in the future, remember to add update them to in 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. This will prevent data loss from the user having to leave the application.
- 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 a new RFA link.
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