You will be copying the endorser survey that best matches your current offering. Edit the title as needed.


  • 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
  • Edit the questions, logic, etc.
  • 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.
    • Click Survey Flow. 
    • Click the question text to edit
    • Select Piped Text > Embedded Data Field > [field name]
    • To remove a field, delete the question text
    • There may be a delay on recently added fields. You can remedy this by saving the flow and publishing the survey or you can manually type the field name, following your naming convention.
      NOTE: applicant first, last, and email can be found under Piped Text > Panels Field
  • NOTE: You can use ${e://Field/courseName} in the application survey to embed the course name throughout the application survey and associated email triggers/actions, but in the endorsement survey, you pipe the course name from the application survey.
  • Customize the Endorser email
    • Copy the Anonymous Link of the Endorser Survey
      • Click Distributions
      • Click Get Reusable Link (if visible)
      • Click "Anonymous Link"
      • Copy the Anonymous Survey Link
    • Go back to the Applicant survey
    • Click "Actions"
    • Click to open the endorsement email
    • Click "Send E-mail Task" in section 3
    • Paste the Anonymous Link of the Endorser Survey into the Message section
    • Append with ?appID=${e://Field/appID}
    • Click "Save"
  • Be sure to take a look at the Survey Options to make sure they are set up properly

  • 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 match contact list from associated application survey

      • Click on the name of the existing Contact List

      • From My Library or your shared library, select the matching contact list

      • Click SaveTriggers

  • Edit courseName in Survey Flow to match the Contact List



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