How To Guides – Survey Launch Tool

Overview                                                                                                                                        

Survey Invitees – Click to Survey Invites.

Search Record – Click to Search to find an existing user record.

Actions – Click to look at survey level actions.  

Information – Click to find survey information.

Actions Button

Use this button to edit an employee's basic information, send and email invite, open or clear an employee’s survey, or assign them a new link.

Select from the following areas:

• Edit Name/Email: Alter the participant’s name, email or employee id number.

• Send Email: Send and email invitiaon or a reminder email during the live survey event.

• Re-Open Survey: Allows a participant that has completed their survey to access their survey again to update or review responses. They must click submit again.

• Clear Survey: Removes all participants previously submitted responses. They cannot get those responsee back once the survey has been cleared.

• Assign New Auth Code (/and Clear Survey): Deletes the previous unique link completely, and create a brand new unique participant link for access. If cleared, this also deletes all previously submitted responses, regardless if they completed the survey or not. (Helpful when a unique link was forwarded to other team members in error.)

Editing a Name/Email

1. Select the Actions button next to an existing record. 

2. Edit the information as listed below to update the first name, last name, email, or employee id of a participant. Each of these fields are required.

3. Click Save.

Send Email

1. Select the Actions button next to an existing record.

2. Choose Send Email.

3. Select from the drop down list of invitation and reminder emails that can be sent. 

4. Click Send

5. A pop up will appear saying ‘Are you sure?’. Click OK. 

Re-Open Survey

1. Select the Actions button next to an existing record. 

2. Select Re-Open Survey. 

3. A pop up will appear requiring you to click OK and confirm you would like to reopen the survey.

Clear Survey

1. Select the Actions button next to an existing record. 

2. Select Clear Survey. 

3. A pop up will appear requiring you to click OK and confirm you would like to clear the survey.
   

Assign New Auth Code (/and Clear Survey)

1. Select the Actions button next to an existing record. 

2. Select Assign New Auth Code and Clear Survey. 

3. A pop up will appear requiring you to click OK and confirm you would like to clear the survey.
   

Information Tab

See employees' demographics or look at their email sent history.

Select from the following areas:

• Prefill Details: Used to see demographic information of the employee.

• Show Email Log: See the history/log of emails that have already been sent to the participant.

Prefill Details

Select the Information button next to an existing record. Then, select Prefill Details. Here you will see data assigned to the participant during the survey set up (example below).

Show Email Log

Select the Information button next to an existing record. Then, select Show Email Log. This will show all invitation and reminder emails sent to the participant through the platform. (However, this will not show if the email bounced or any errors occurred).

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