Copying/Sending Survey

  1. Click on the Surveys tab > Survey Listing
  2. Find “MODEL 1-Month Ago Follow Up 2014” > Click on Copy option
  3. Enter the name in format “[month] [year] 1-Month Survey”
  4. Click Preview > Web Survey & make sure it looks good
  5. Click the Invitations/Distribution tab (at the top of the page)
  6. Click Email under Invitation Type
  7. Click Send/Resend > Send to Individual(s) > enter in your name & send > make sure survey looks good
  8. Find “New Follow-Up” (OR “Std Follow-up” in MOSL) > Click on Edit option
  9. Make sure dates in the body of the message are correct (you should need to change these) > Save
  10. Click Send/Resend > Send to Group
  11. Find Available Filters section> Click “Interaction Dates (Absolute)
  12. Find Applied Filters section > Enter in interaction dates
  13. Stay in the Applied Filters section > Drop-down Filter Set Options > Click “Open Saved Filters” > Click “1 & 6 month”
  14. Preview numbers/list of clients who will receive survey & make sure it looks good
  15. Send Invitations

 

Re-sending Survey

  1. Click on the Surveys tab > Survey Listing
  2. Find survey you need to re-send > Click Open option
  3. Click Preview > Web Survey & make sure it looks good
  4. Click the Invitations/Distribution tab (at the top of the page)
  5. Click Email under Invitation Type
  6. Find “New Follow-Up 2nd Request” (OR “1 month 2nd request” in MOSL) > Click on Edit option
  7. Make sure dates in the body of the message are correct (you should need to change these) > Save
  8. Click Send/Resend > Send to Individual(s) > enter in your name & send > make sure survey looks good
  9. Click Send/Resend > Send to Group
  10. Find Available Filters section> Click “Interaction Dates (Absolute)
  11. Find Applied Filters section > Enter in interaction dates
  12. Stay in the Applied Filters section > Drop-down Filter Set Options > Click “Open Saved Filters” > Click “1 & 6 month”
  13. Preview numbers/list of clients who will receive survey & make sure it looks good
  14. Send Invitations