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en:survey:mailing-checklist [13.04.2018 14:55] anna.claus.427en:survey:mailing-checklist [21.04.2024 20:25] (current) admin
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   * You have imported the e-mail adresses of the participants into **the List of Contacts**.    * You have imported the e-mail adresses of the participants into **the List of Contacts**. 
-  * You have also imported your own e-mail address and the e-mail address of a college into the **List of Contacts** (just like you did with the other e-mail addresses). +  * You have also imported your own e-mail address and the e-mail address of a colleague into the **List of Contacts** (just like you did with the other e-mail addresses). 
-  * There are less than 5000 e-mail addresses in the List of Contacs otherwise you have included data of a SMTP-server in the **Project settings** under //expert settings//. This is also necessary, if your organization has a [[http://www.spf-record.de/|SPF-Domain Entry]] that prohibits Sosci Survey to send e-mails in the name of your organization.  +  * There are less than 5000 e-mail addresses in the List of Contacs otherwise you have included data of a SMTP-server in the **Project settings** under //expert settings//. This is also necessary, if your organization has a [[:en:survey:mailing-spf|SPF-Domain Entry]] that prohibits Sosci Survey to send e-mails in the name of your organization.  
-  * If not all participants are supposed to get the mailings at the same time, you created subgroups of participants.+  * If not all participants are supposed to get the mailings at the same time, you have divided the participants into subgroups.
   * You have prepared the text for the mailing.   * You have prepared the text for the mailing.
   * You did a thorough [[:en:survey:function-test|Technical Test]] of your questionnaire.   * You did a thorough [[:en:survey:function-test|Technical Test]] of your questionnaire.
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     - **Hint:** The settings for //Questionnaire//, //Language//, //Multiple submissions//, and //Limit validity// are read whenever participants click on their personaized link in the mailing. Thus changes in the settings after sending the mailing do have consequences.     - **Hint:** The settings for //Questionnaire//, //Language//, //Multiple submissions//, and //Limit validity// are read whenever participants click on their personaized link in the mailing. Thus changes in the settings after sending the mailing do have consequences.
   * Questionnaire Settings   * Questionnaire Settings
-    - Check that in **Compose questionnaire** -> //Settings// the access restriction "Mailing" (not "authorization code") is selected.+    - Check that in **Compose questionnaire** -> //Settings// the access restriction "Mailing" (not "access code") is selected.
     - Check that in **Survey Project** -> **Project Settings** the correct survey administration period has been selected. For testing, this period should start with the current date, so you can immediately test the questionnaire.     - Check that in **Survey Project** -> **Project Settings** the correct survey administration period has been selected. For testing, this period should start with the current date, so you can immediately test the questionnaire.
   * Test-Mailing   * Test-Mailing
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   * Corrections   * Corrections
     * In case you find errors, repeat the test mailing process.      * In case you find errors, repeat the test mailing process. 
-    * Delete the test addresses and import them again into the list of contacts. As a consequence, they appear as new addresses in Sosci Survey, which can receive the mail again. Alternatively (only if the hyperlink has not been used), you can go the **list of contacts** and click on the e-mail address. There you can //Reset Delivery Status//.  +    * Delete the test addresses and import them again into the list of contacts. As a consequence, they appear as new addresses in Sosci Survey, which can receive the mail again. Alternatively (only if the hyperlink has not been used), you can go to the **list of contacts** and click on the e-mail address. There you can //Reset Delivery Status//.  
   * Send Mailing   * Send Mailing
     - Click in **Initation Mailings** -> **Mailings** for the correct mailing on //Sending the Mailing//.     - Click in **Initation Mailings** -> **Mailings** for the correct mailing on //Sending the Mailing//.
en/survey/mailing-checklist.txt · Last modified: 21.04.2024 20:25 by admin
 
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