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                            • Good to Know

                              Touch Rules: How and When

                              Careful planning is a good start in helping you to avoid over-surveying participants. To make it even easier, we have built in a back-up for you to help stop survey fatigue. Touch Rules gives you the chance to avoid this common mistake by preventing email invitations from being sent to individuals who:

                              • Received a given number (x) or more invitations on or after a particular date
                              • Participated in a given number (y) or more surveys on or after a particular date
                              For example:You recently sent invitations to everyone on Contact List A. Now, you’d like to send invitations to everyone on Contact List B, but you’re worried that a few addresses might appear on both lists. Use Touch Rules when sending to Contact List B to avoid duplicates.

                              Applying Touch Rules

                              1. Select your survey and click Publish.
                              2. In the Email column, select Single-Use Link and proceed by clicking on Continue.

                              3. Select the email template you wish to use and proceed.
                              4. Next, choose the appropriate source of email addresses.
                              5. Under Additional Publishing Options, select the option Touch Rules and click on Continue.

                              6. On the Touch Rules step, you will need to specify the criteria to filter out addresses.

                                1. Filter those who have received [X] or more invitations on or after [DATE].
                                  Based on the criteria you provide, this option allows you to prevent invitations from being sent to those who have received a certain number of invitations within the designated time frame.
                                2. Filter those who have participated in [X] or more surveys on or after [DATE].
                                  Based on the criteria you provide, this option allows you to prevent invitations from being sent to those who have participated in a certain number of projects they were invited to within the designated time frame.
                              7. Click on the Refresh results (arrows) icon to see the number of records that will be sent the invitation.

                                The system checks email addresses in your selected distribution list against records in Master Log to identify those that match the criteria, so all projects in your account are checked in this process.

                              8. Click on Continue to proceed and send out your survey invitations.
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