Distribute
If the Email Access Links Directly
selection was made at the Distribution step in Set Up then the distribution stage is the final step to creating a Target Setting Workflow
At this stage it is possible to:
- Enter a email subject line and body text for the message to Contributors
- Enter a different email subject line and body text for the message to Approvers
Send a test email to review formatting of the message to the email of the current user
Note: The test invitation email does not contain a real survey link
When you are happy with the format click
Send
to send the email invites and create the survey dataset
Additional Participants
Once the survey invites have been sent it is possible to:
- Add further contributors for roles already sent
- Assign Contributors and Approvers for roles not sent
To assign further Contributors and Approvers:
- Select
Edit
on the relevant survey card from the Homescreen - Select Participants
- Add or edit existing
Contributors
and/orApprovers
for Roles - Select
Continue
to progress to the Distribute stage again