Page History

• • From Projects page, click Create New Project

    • Click Survey
    • Enter Project Name
    • Below Project Name, select From a Copy
    • Select Source project
    • Click Get Started

    Click "Create Project"

    • Click "Create From Existing"
    • Select Source Project
    • Enter a new Project Name
    • Click "Create Project"

  • Edit the questions, logic, etc., as necessary

  • Click Review Survey Options > make sure Open Access is selected (review all other settings). This allows

    • Select Open Access to allow anyone to access the application survey.Click Save
    • Un-check Secure Participants' Files. This will allow the applicant to click the link in the email to view the file they uploaded if the applicant will be uploading files, and you want to include the applicant's survey answers in their confirmation email, OR if you have a review cycle. This will allow you to insert links to the applicants' uploaded files in the review form.

  • Edit the Contact List Trigger
    You will be using this contact list as a database to store name/value pairs that you can pull from the application survey into the endorser survey.

    • Tools > Triggers > Contact List Trigger

    • Click "Add respondent to the panel...[NAME OF CONTACT LIST]"

    • Change to a new Contact List

      • Click on the name of the existing Contact List

      • From My Library, click "New Contact List"

      • Type the name of your new list (choose a name specific to the current offering cycle)

      • Click Save (not Save Triggers, which closes the pop-up)
        This must be in addition to Save Triggers, which is next.

    • If you have changed any questions you will need to add/remove/edit...

    • Click SaveTriggers

  • Edit courseName in Survey Flow to match the Contact List
  • Verify that all links in survey open in new window. 
    This allows user to click to the RFA or other links without losing their place on the application form.
    
    • Click into question then click Rich Content Editor. 
    • Click on linked text then click link icon (chain link).
    • Click Target tab, then make sure "New Window (_blank)" is selected.
  • Update Survey Expiration dates.
    • Survey Options -> Survey Expiration.

  • Verify that email Actions

    or

    /Triggers have carried over and edit as necessary (eg dates).

    If they haven't carried over from the survey you copied, follow the next steps.

  • Add email action for applicant (confirmation email upon submitting application survey)

    • Click Actions > Add Action > name the action (eg. Applicant Confirmation Email)

    • Event: Survey Response

    • Tasks: Send Email

      • Use piped text {a} to customize your To, From, Subject, and Message fields.
        NOTE: applicant first, last, and email can be found under Piped Text > Panels Field

      • Include appID in Message so applicant can reference it if they need to contact you.

• • Add email action to send an email to the endorser when the application survey is submitted.
    • Click Actions > Add Action
    • Event: Survey Response
    • Conditions: N/A
    • Tasks: Send Email
      • To: from the dropdown, select Survey Question > Endorser Email > Endorser Email
        
        • You can copy your departmental email address on messages. Separate 'To' emails with a comma. Each recipient will only see their own email address, so it acts as a BCC.
      • Add a From Address, From Name, and Reply-To Address
      • In the Subject field
      • Type "Endorsement request from " (note the space after "request from ")
    • • From the {a} dropdown select "Survey Question" > [endorser_name]
      • Add instructions to the Message field
    • • • Instructions for the endorsement process
        • Pipe in appID, applicant first/last, your contact information, etc.
          NOTE: applicant first, last, and email can be found under Piped Text > Panels Field
      • If you would like to collect the endorser's response using email you are done with the Applicant survey and can begin testing. Make sure to use your own email address when submitting forms to review email templates as well as all surveys and flows.

                           OR

• If you would like to collect the endorser's response using a Qualtrics survey, you will need to come back to this email action once you've completed the endorser survey.

  • Make sure email links and other links are linked. Be aware of piped-in data, and be careful not to accidentally remove.