By clicking on the 'Invitee lists' item in the Menu box, or in the resources summary page, the user will see a list of all reusable invitee lists that the user has access to.
Create new invitee list
To create a new reusable invitee list click on the 'New invitee list' item in the Menu box. Type in the name of the invitee list and click 'Create'.
Add invitees
There are two ways to add invitees to the invitee list.
Enter invitees manually: Enter the email addresses to whom you want to invite manually in the textarea. See the section called “Invitee data format” for more information about how to enter this information.
The sort button will perform an alphabetic sort on the text area content.
Import invitees. Import invitees from an external source by file upload or by indicating a URL to the file with invitees. If you have a lot of invitees (thousands), it is usually more practical to upload a file, rather than using the manual entry method, due to the size of the data. There is no theoretical limit on the number of invitees that can be entered through uploading. The file must be a simple text file conforming to the format described in the section called “Invitee data format”. It is recommended that you zip the file if it is very large (more than 1mb).
Additional invitee attributes attached to the invitee can be viewed when clicking on the invitee in the invitee list screen. The attributes will also be tied to the respondent if survey anonymity is disabled. This data can be viewed in the "Manage responses" screen, clicking and viewing a single response.
If the "Remove duplicate addresses" option is checked, duplicates are ignored. Duplicates are defined by having the same email address within the same invitatee list.
NOTE: The user needs permission to modify the invitee list to be able to add invitees.
Export invitees
All invitees in the invitee list can be exported to a text file. To export the invitees click on the 'Export' link in the Action column in the invitee list table. Specify the email address to the person the exported file should be sent, and what character(s) to be used as the delimiter for all invitee attributes.
NOTE: The user needs permission to modify the invitee list to be able to export the invitees.
Edit invitees
To edit the invitees included in invitee list click on the invitee list in the list.
NOTE: The user needs permission to modify the invitee list to be able to edit the invitees.