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

Applicant survey - copying from previous

• • 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 Survey Options > make sure Open Access is selected (review all other settings). This allows anyone to access the application survey.

    • Click Save

  • 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.

    • Click SaveTriggers

  • Verify that email Actions have carried over and edit as necessary. 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.

Endorser survey - copying from previous (optional; you can alternatively accept endorsements via email)

• • 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.

Creating a hidden question that can be used to document status as Endorsed

• Add a multiple choice question

  • Add question text: "Is Endorsed?" or "Endorsed by Primary Endorser?"

  • Choices: Yes/No

  • Answers: Single Answer

  • Actions: Add Display Logic

    • Choose any existing question that is always displayed and select the condition "is not displayed"

      This will ensure that the "Is Endorsed?" question is never displayed on the application survey, but it will display on your dashboard.

• Marking applications as endorsed
  As you receive endorsements you can use this field to mark each application as endorsed
  • Open the project
  • Click Data & Analysis
  • If you do not see the "Is Endorsed" question
    • Click Tools > Choose Columns
    • Click the "Is Endorsed" question
    • Click Tools to close the menu
  • To Edit the "Is Endorsed" question
    • Click "Edit"
    • Click the + icon
    • Select yes or no
    • Click "Edit" when done