To add participants to a project, go to the Participants menu in Mission Control and select the "+ Add Participants" or "Import CSV" button in the top menu. Participants can be added to projects in a range of different ways:
- Add from Contacts or Participant Lists
- Add individual participants and anonymous participants quickly without the need to use the Contacts and Participant lists
- Import participants from a CSV file
When adding a contact or person to a project they become a Participant. Editing or deleting participants in a project does not delete or change the person's details in Contacts or Participant Lists. Conversely, after participants have been added to a project, editing Contacts or Participant Lists will not change the participant details in the project.
Deploying surveys via email
Surveys or messages can be distributed by via email from the "Mail" button at the top of the screen. There is a range of options for selecting participants to receive an email. Mail can be sent to "All" participants or to "Not started" and "In progress".
There are also options to be more selective. Select the check box next to individual participants. Then click the "Mail" button and choose Email/Selected. There is also an email icon alongside each participant to deploy surveys and send emails to individual participants.
The email window has two tabs - Recipients and Mail Settings.
When selecting "All" participants or "Not started" or "Completed", the number of recipients is shown but not their email addresses.
When selecting specific participants, and choosing Mail/Selected, the recipients window displays the participants to be sent emails and their email addresses.
If the project has been set to "Anonymise" responses then emails cannot be sent to participants who have completed their survey as their personal details are no longer available.
In Mail Settings select the Mail template to use. The Mail subject and message may be edited without affecting the Mail Template. Alternatively, create the email directly into the subject and message settings without using a Mail Template.
It is important to add relevant "Tokens" to the email. In particular, it is imperative to add a "Survey Button" token. This token will insert a button with a the link to the survey. Without this token the participant will not be able to access the survey.
A field is available to enter a "Mail log Comment". This comment will be recorded and can be viewed in the Mail History log for the participant.
Contact Spark Chart if you need help to make sure your survey project is a success. Or sign up for the Spark Chart survey software to make the process easy. Here is a summary of Spark Chart survey software features.