Send survey launch comm to participants
Purpose
DecideParticipants thehave best wayaccess to disseminate the survey tolink. participants.
Responsible Party
ResearchData AssociateAnalyst
Interdependencies
The survey has been published and individual links have been created and inserted into the participant list.
The decision has been made if the survey is going to the entire organization or just to selected participants.
Directions
Only to people on the participant list
SendThe Data Analyst uses thesurveytemplateviaemailGooglelanguageMailmergeand updates withpersonalizedprojectlinksspecificsto(organization name, purpose of theparticipantproject,listdates, Calendly links, etc.)
TheAnalyst entiresends organization
Send the survey link and ampleemail text to theorganization'sPvroject Lead for edits/approval.- Make necessary edits.
- Data Analyst sends to Ops Logistics Manager to forward to client liaison for
themapproval. - If there is liaison feedback, Data Analyst makes necessary edits.
- Send the email to
disseminateparticipantsinternally.using Google mailmerge.
The entire organization
- The Data Analyst uses the template email language and updates with project specifics (organization name, purpose of the project, dates, Calendly links, etc.)
- Data Analyst sends email text to the Pvroject Lead for edits/approval.
- Make necessary edits.
- Data Analyst sends to Ops Logistics Manager to forward to client liaison for approval.
- If there is liaison feedback, Data Analyst makes necessary edits.
- The Ops Manager sends a corrected email to the liaison and ensures they send it.
Resources
Survey Launch email template
Sending Mailmerge