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- Add a Contact List Trigger to record endorsement
- Tools > Triggers > Contact List Trigger
- Click "Please Select"
- Select My Library:...
Select the same contact list used for the application e.g.EndorseList-HMSLeadership-March2020
- Under External Data Reference select Embedded Data and enter "appID"
- Click "Add additional fields"
- For Field Name type "Is_Endorsed" (if you nave multiple endorsers use "primaryEndorsed" to indicate which endorser)
- Select Question, then select the question that best indicates endorsement
- If it is a checkbox choose "Select Choices Recode"
- Click Save Triggers
- Change the Recode Value (which will be written to the Contact List)
- From the Survey tab, highlight the question you are using to indicate "Is_Endorsed"
- Click the gear icon to the left
- Select Recode Values
- Check Variable Naming
- Type "YES"
- 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
- Copy the Anonymous Link of the Endorser Survey
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- 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
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