Selecting Actions for Participants

Generate codes

If you choose this action, it will generate the access codes which the participants can use to log into the survey.

Invite

Using this action, you can send invitation mails to the selected participants. You can customize the template for an invitation mail.

Remind

Using this action, you can send reminder mails to the selected participants.

Only in project type “Employee survey”: Delete allocations to organizational structure

This action allows you to delete the allocation of the selected participants to a particular unit.

Only in project type “Employee survey”: Allocate participants to organizational unit

This action allows you to allocate the selected participants to a specific organizational unit. When using the additional feature “Function”, you can also define the function.

Bulk edit

This action allows you to modify several participant records in a single step.

Reset and delete data

The participants will be reset. The participants’ disposition codes will be reset to 11 = “not yet invited” or 12 = “active” (11: participants who have not been invited yet; 12: participants who have already received an invitation mail). Already collected result data of the participants will be deleted. Participants who have already taken part in the survey may participate again.

For panel and master data surveys, please note: Bonus point allocations from a final page or by bonus trigger cannot be reset by using this action. You can manipulate the bonus points of the affected panelists via the panelists administration or the detail view.

Reset without deleting survey data

The participants’ disposition codes will be reset as described above. However, the already collected result data will not be deleted.

Disposition code 15 (not available)

If invitation mails are bounced, you can set the corresponding participants to disposition code 15.

Delete

This action deletes the selected participants from participant administration.

Please note: Deleting participants in personalized projects also irrevocably deletes all data belonging to these participants, including existing survey data.