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Test Invitations

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Before launching invitations, it’s always a best practice to preview and test all aspects of both your invitation and survey in order to ensure that everything looks and works exactly as you’ve planned.

What?
Test Invitations are live invitations that you can send to yourself, your co-workers, and anyone else involved in planning. Test Invitations are just for internal testing purposes and responses are not collected for reports..

Why?
Preview and evaluate the customized invitation
Preview and evaluate participation page(s)
    
How Can I Tell?
Don’t worry – you’ll know it’s a Test Invitation! You’ll see reminder messages in red throughout the publishing and review process.

Choose to fully customize with a complete Send Test Invitation wizard or fast-track through Quick Send.

Send Test Invitation

  1. Under the Distribute tab, select the survey to publish and click on Send Test Invitation.
  2. Select Unique URL (Single-Use Link) under Email column and proceed by clicking Continue.publish survey
  3. Select Email Message displays the Email messages created under Email Manager. Hover over your choice, then:
    1. Click Select to proceed with this message.
    2. Click Edit if you need to make modification/changes. Distribution_0003s_0005_Rounded-Rectangle-1-copy-3
  4. For Source of Email Addresses, you may choose from Type Manually, From a File, and From a List.
  5. Under Additional Publishing Options, you can choose to select ‘Pre-populate Survey’. If this survey contains one or more pre-populated questions, this option will be pre-selected. You may also uncheck this option, if you prefer.
  6. Click on Continue to proceed.
  7. The Mail Merge step asks you to provide values for mail merge variables used in the email content. All the email addresses would be listed down with the text boxes to enter values manually.

If you do not see this step, you have not entered any mail merge codes in the email content. Return to the edit step to include these mail merge codes.

  1. On the Send/Schedule Invitations page, the system will display the approximate number of invitation that are going to be sent/scheduled.
    1. Send Now to deliver Test Invitations immediately.
    2. Schedule for Later to launch Test Invitations at a different time.
  2. Click on Send/Schedule Invitation at the bottom of the page.

 

Send Test Invitation: Quick Send

  1. Under the Distribute tab, select the survey to publish and click on Send Test Invitation.
  2. Select Quick Send option towards the top right corner of the page.
  3. Choose the type of invitation you want to send.
    1. Unique URL (Single-Use Link)
    2. Public URL (Multi-Use Link)
  4. Enter email addresses separated by comma or a line break.
  5. If the selected survey is available in multiple languages, choose the desired language for the invitation.publish_quicksend
  6. From the Email Message dropdown menu, choose any of the user-defined messages created in Email Manager. Click the preview icon to review messages as needed.

Messages with Mail Merge values included will not be displayed in this dropdown menu.

  1. Identify when invitations should be sent.
    1. You can choose to send immediately by clicking Send.
    2. You can postpone delivery by selecting Schedule for Later.

Messages with Mail Merge values included will not be displayed in this dropdown menu.

 

Track Test Invitations

Test Invitations sent are not displayed on Track Survey or elsewhere in the platform, nor calculated in response rate or other reports.

  1. In the Distribute tab, select a survey and click on Track Survey.
  2. In the top right-hand corner of your screen, click View Test Invitations.
  3. This interface which provides detailed information about the Test Invitation that was sent out. You may also apply various filters to drill down and view specific responses.
  4. To review responses submitted for Test Invitations, please see View Test Invitation Responses.

 

View Test Invitation Responses

Responses received through Test Invitations are not collected in any reports, but their data can be reviewed for your reference during testing.

  1. In the Distribute tab, select a survey and click on Track Survey.
  2. In the top right-hand corner of your screen, click View Test Invitations. Distribution_v080_0000s_0004_Layer-37
  3. Review the list of email addresses that have been sent Test Invitations. Those that have completed the survey will be hyperlinked. Click on the Email Address link of the desired invitation. Recorded responses will open in new window.

Multiple responses can be submitted using the same Test Unique URL