Returner Tracker Tool Survey Setup

 
  1. Find last year's survey in the survey list

  2. Click on the Create a Survey button () then click on the Copy tab and select the survey that you found above:
  3. Once the survey is created, go to General Settings and make the following modifications:
    1. Make sure that the DateStamp is set to Yes, and make sure basic and detailed notifications are blank (Otherwise you will get 2 emails for every student submission)
    2. Refresh the Start and Expiry Date and time
    3. There are several other settings that can be modified but these are the most important in order to ensure that the survey results can most easily import into the RTT tool.
  4. Change all the references from the former semester to the current semester, including:
    1. Emails (Invitation and Confirmation)
    2. Questions
  5. Before you upload the survey participants, make sure to add the appropriate attribute fields (i.e. Student ID, Advisor Name, etc) if they do not already exist:
    1. Click on the Tokens icon
    2. Click on the Manage Additional Attribute Fields button
    3. Type the amount of fields you will need and then Add fields
    4. Enter the Field Description name and decide if it needs to be Mandatory, and hit Save
    5. Do this for each of the additional fields you will have (except firstname, lastname, email).
  6. When prepping your CSV to be imported into Lime, make sure that your headings match EXACTLY what is needed by the system, e.g. firstname, lastname, email.  If the headers do not match exactly, the survey will not send out.
    Also, whatever you decided for each attribute needs to be labeled appropriately in the CSV.  For example, if you called attribute_1 "StudentID" in the setup, the header for the Student ID column in the CSV needs to be labeled attribute_1.
  7. To upload the file to Lime:
    1. Click on the "Import tokens from CSV file" icon:

       
    2. On the following page, click "Browse" to select the file you created on your machine.  All of the rest of the settings can remain as their default.  Finanlly, click "Upload":

       
    3. The next screen will display how many tokens/participants were uploaded, how many were excluded and for what reason and if there were any duplicates in the file.
       
  8. Once the file upload is complete, verify that at least the First Name, Last Name, and Email Address are populated by clicking on Display Tokens (paper icon) {names and addresses obfuscated for privacy}:
  9. Once you have verified that the tokens look correct, click on the Generate Tokens icon.  This will generate a unique key for each participant:
  10. The following message will pop up.  Click "Yes":

     
  11. It isn't a bad idea either now or before step 7 to send a test email to yourself so you can view the email and the survey from the student's perspective to make sure that all of the dates have been corrected and everything is operating as expected.

Details

Article ID: 121731
Created
Fri 12/4/20 9:18 AM
Modified
Fri 11/11/22 11:03 AM