Add a recipients list to a survey
Send the survey invites to targeted sets of users by adding a recipients list to a survey.
Before you begin
Role required: admin or survey_admin
Recipients lists should be pre-defined in the Recipients Lists submodule. For more information on defining recipients lists, see Define a recipients list for surveys.
Procedure
Navigate to All > Survey > View Surveys.
Open a survey definition.
Perform any of the following steps.
| Option | Description |
|---|---|
| From Platform |
|
| From Survey Designer |
|
To send survey invites to all survey users and recipients lists, click Send Invitations.
Note:
- The Send Invitations UI action is available when there is at least one recipients list or survey user for the survey.
- If a user is available in the Survey Users related list and multiple recipients lists, the survey invite is sent only once to the user.
Parent Topic:Survey distribution
Related topics
Email notifications for surveys
Send survey invitations to users
Define a recipients list for surveys
Embed a survey within the Outlook email client