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Sending Pre-populated Invitations

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Why ask for answers you already know? When surveying, you may already have relevant data from your contacts. You can include this background information in your reports data without even having to ask the questions. Data pre-population improves quality of data and reports and surveys shorter and more engaging for participants.

Data population can be used with Single-Use Link email invitations or Unique Survey Access Codes.

  1. First, apply pre-population to your survey.
  2. In the Distribute tab, select the survey to publish.
  3. Click on Publish Survey.
  4. Select Single-Use Link under the Email column and proceed by clicking Continue.
  5. Select the email template you want to use for your email invitations.
  6. For Source of Email Addresses, choose one of the following options:
    1. Type Manually
      1. Under Additional Publishing Options, choose Pre-Populate Questions. This option will be pre-selected if your survey already contains a pre-populated question. Click on Continue to proceed.
      2. Enter the data manually for the questions to be pre-populated. Enter data for each individual by selecting the option from the dropdown or by typing in the textbox.
      3. Click on Continue
    2. From a File
      1. Under Additional Publishing Options, choose Pre-Populate Questions. This option will be pre-selected if your survey already contains a pre-populated question. Click on Continue to proceed.
      2. Map the Survey question with the column attribute of your file. The system will first auto-map all the questions with their attributes by order.
      3. As needed, you can reset the auto-mapping by clicking on Reset and manually map the columns in the file to questions.
      4. Click on Continue.
    3. From a List
      1. Under Additional Publishing Options, choose Pre-Populate Questions. This option will be pre-selected if your survey already contains a pre-populated question. Click on Continue to proceed.
      2. Map the Survey question with the column attribute of your Contact List. The system will first auto-map all the questions with their attributes by order.
      3. As needed, you can reset the auto-mapping by clicking on Reset and manually map the columns in the file to questions.
      4. Click on Continue.publish_prepop

If your data contains mismatches or blanks, the system will redirect you to the same step with Data Mismatch information. NOTE: To pre-fill single-select or multi-select questions, content in the fields you upload must exactly match answer options provided in the survey.

  • Here, you will be shown questions with mismatched information. You can click on the Click here link to download the mismatched data.
  • You can either go Back to correct the information or click on Continue.

Blank rows in your file or contact list will also be treated as mismatches.

A Closer Look at Pre-Population