Survey Manager keyboard_arrow_right Recipient List


Each time you send a survey, your recipients are automatically added to your consolidated 'Survey List' which contains information for each person you invited to take your survey, such as when you sent the survey and whether they responded.

How to Manage your Survey Recipient List

  • Go to Surveys > Manage Surveys and from the options menu select 'Recipient List'
  • Recipients Summary provides a real-time summary of how many people viewed and responded to the survey
  • To filter or download your recipient list, click "Search & Reports"
  • Recipients Detail - provides information on individual responses
    • If you sent a survey to people in your address book, you will see these recipients with first and last name.
    • If you send a survey using just email addresses, you will see these recipients with an email address.
    • You will also see when you sent the survey to them and when you last sent a reminder
    • People who viewed the email will have this icon next to their name.
    • People who responded to the survey will have this icon . Click the response icon to view their response. This icon will be gray if they have not yet responded.
    • Click the edit icon edit to change the person's first or last name. This is helpful if you sent a survey to someone not in your address book and you want to better identify them in your list.

thumb_up Survey Responses Received via Phone or Mail

How to add a response for a person on your recipient list:

  • Click the edit icon next to the person's name/email address
  • Click the 'Add a Response' button from this screen and complete the survey response form
  • The recipient will be recorded as having received and responded to the survey
  • This method of adding a response for the recipient ensures the person is not included on future "follow up" emails for people who did not respond

If a respondent is not on your recipient list, click the "Add Response" tab and complete the survey response form.

Next Tutorial: Manage Responses double_arrow

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