Differences

This shows you the differences between two versions of the page.

--- en:survey:mailing [07.02.2019 22:20] – [Privacy mode] admin
+++ en:survey:mailing [29.03.2021 14:07] (current) – [Reminder Emails] sophia.schauer
@@ Line 24: / Line 24: @@
   * Full controll of the sender’s names
   * No hint to SoSci Survey at the end of every e-mail
-  * Further ways of sending mails (e.g. attachements) are only available in external programms
 If you want to send the invitations by an external program, you either can send the survey link without further information or through the personalisation of a serial number. Personlized links allow...
@@ Line 175: / Line 174: @@
 **Hint:** By the delivery of the reminder e-mail the survey link in the invitation will be invalid.
+===== Attachments =====
+A serialmail can also include images or dile attachments. Eine Serienmail kann auch Bilder oder Dateianhänge enthalten. This allows, for example, a logo to be displayed directly in the (HTML) mail.
+First you have to save the files in **Image and Media Files**. Select the *Use protected filing*, if you do not want the files to be visible over the internet.
+Then open the serial mail for editing and select the tab *Images/Appendices* there. In the drop-down selection under *Add images or documents*, select the first file you want to attach. Additional selection fields appear, with which you can select further files as required. After saving the serialmail ({{:button.save.png?nolink|save serienmail}}) the attachements are listed in a table.
+{{:de:survey:scr.mailing.attachments.png?nolink|Attachements in Serialmails}}
+Images and files are treatened different. Documents are included as regular file attachments, images are included in the email but are not displayed as attachments by default. Instead, a ''<img>'' tag appears in the table, with which the image can be used as an image directly in the HTML part of the serial mail.
+To delete attachments set a cross in the column with the trash can icon and save the serialmail aferwards.
 ===== Mulitshaft survey =====
-With the import, every e-mail adress will get an individual identification which appears as a serial number in the data later (only if the privacy mode for addresses is not set to "anonymous" or "anonymize"). This identification lasts until the e-mail adress is deleted from the project.
+With the import, every e-mail adress will get an individual identification (Personal identification) which appears as a SERIAL in the data later (only if the privacy mode for addresses is not set to "anonymous" or "anonymize"). This identification lasts until the e-mail adress is deleted from the project.
-Hence multishaft surveys can be realized very easily: A mailing will be created and send for every shaft. Provided one has imported the e-mail adresses without serial numbers, the participants stay pseudoymous and one can still assign the data based on the serial number (variable SERIAL).
+Hence multishaft surveys can be realized very easily: A mailing will be created and send for every shaft. Provided one has imported the e-mail adresses without personal IDs, the participants stay pseudoymous and one can still assign the data based on the personal IDs (variable SERIAL).
 If you want to write in a later survey shaft only to these adressees who participated in the previous shaft you can use the Follow-up mail function. When you create the mailing you specify the //Reminder/Follow-up e-mail for// the previous mailing to which the new invitation is corresponded. At the delivery options one can choose that only these adressees get the e-mail who followed the other invitation.
@@ Line 196: / Line 207: @@
-===== Serial numbers =====
+===== Serial Numbers =====
 Serial numbers will be especially helpful, if one doesn’t send e-mails via SoSci Survey but uses an extra program. Serial numbers fullfill 2 functions:
-  - The survey with a serial number can only be filled out for one time. So one can ensure that every participant participates only once (this works also with the mailing function). In the survey one has to set at [[:en:create:access|access restriction]] the //serial number//.
   - The participant can interrupt the filling and continue it later. This works regardless of the set access restrictions.
+  - The survey with a serial number can only be filled out for one time. So one can ensure that every participant participates only once (this works also with the mailing function). In the survey one has to set at [[:en:create:access|access restriction]] the //serial number//.
+    * If there are several questionnaires in the survey project, you can fill in __each__ questionnaire once with one serial number.
+    * If the participant leaves many questions unanswered when filling out the questionnaire for the first time, then calling up the questionnaire again with the serial number does not continue to fill out __not__ but starts a new interview with the same serial number (SERIAL). This function is for participants who want to "view the questionnaire only once". This function and the limit for continuation (default: MISSING < 50%) can be set in the questionnaire -> //Settings//.
+    * When the project manager resets the participation status of the serial number(s), they are available for use again. However, the reset only applies to one questionnaire call, which is relevant if the participant is to fill in several questionnaires in the survey project.
 If you create the serial numbers on your own and tell them SoSci Survey via **Authentification Codes** or if SoSci Survey (via the same menu bar) creates valid serial numbers, it won’t make a difference. The serial number can either be transfered directly to the participant in the [[:en:survey:url|survey link]] or -- especially useful in postal invitations -- tell the participants in the text. If the survey is opened with the access restriction "serial number" without serial number in the link, the survey will ask about it.
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 If one wants to do multishaft surveys there will be al little hurdle: The particpant gets the same serial number (because the data should assign each) so he/she can only continue the interview from the first time. The solution is banal: At **Authentification Codes** is a button //Reset response status//. After that every serial number gets a new interview.
-**Note:** If there are several questionnaires in the survey project, you can fill in __each__ questionnaire once with a serial number.
 ===== Split a survey =====