Set up Distribution in Program Summary
Distribution is the second area to set up within Program Summary. Distribution follows Program Setup; Program Setup should show a checkmark on the Program Summary section. On the Distribution page, you'll choose which of your organization's populations receive this program's survey by using existing Distribution Lists or creating new ones.
Download recipients
To view a spreadsheet of people already populated to receive this program, select Download Recipients.
The Exporting Member Data window opens. This export includes all individuals - first name, last name, email address, and status- targeted by this survey. Recent edits to this program’s distribution may take a few minutes to update before reflected in the export. Choose whether to include all user roles. Select Export.
Now you'll see this message:
Add Distribution Lists for this program
Use the search panel to select Distribution Lists. Remember that Distribution Lists are populated before the survey setup stage, in Managing features and settings.
Follow this process to commit Distribution Lists to your program
- Select the search panel to open a dropdown menu of Distribution Lists already available for your programs.
- Select one or more Distribution Lists.
- The right facing arrow will highlight; select that to Save and Continue
