Manage survey recipients and send reminders

• Director
• Admin
• Needs: Surveys
• School setting: Surveys
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Surveys permission. A director grants it under Manage School → Staff → Permissions.
• Your school must have Surveys turned on. It's a school setting, ask your director.

The Recipients tab of a launched survey lists everyone it was sent to and where each person is.

Before you start

• Finish Schedule and launch a survey first.

Steps

1. Open Toolkit, tap Survey, tap the survey, and choose the Recipients tab.

   Screenshot coming soon01 · /surveys

   The Recipients tab with status filters

2. Filter with the chips: All, Sent, Started, Completed, or Failed (the email could not be delivered). Use Search recipients... to find a name.
3. To add families, tap Add Recipients, pick children (switch between Active and Archived), check the family members to include, and tap Add Selected.
4. To resend to one person, tap the ⋯ on their row and tap Resend.
5. To remove someone, tap ⋯, then Delete, and confirm.
6. To remind everyone who has not finished, tap the ⋯ at the top of the survey and tap Send Reminder. You see Reminder sent!

Tips

• Resend is not offered for people who already completed the survey or whose address bounced.
• Send Reminder is only available while the survey is Active. Surveys with Smart Reminders on also remind people automatically.