Using the ‘Manage Actions’ feature on the Organization menu, you can automatically send participants the information they will need to login to their Student Portal Account. The triggering event for this will most likely be the creation of the Student Portal Account. This innovation can help streamline your process flow by eliminating the need to manually send the Student Portal Account information to each Participant. The result will be that as soon as the Student Portal Account is created, a notification will be delivered to the participant that provides the details they will need to access their Student Portal. Note that as a preliminary step you will want to create a Message Template that delivers the necessary information to the participant.
- Go to the Organization menu and scroll down to the section ‘Manage Actions’.
- Using the drop-down menu on the left side, select the triggering event that you want to use for the survey invitation. In the example below, ‘Student Portal Created’ is used.
- Using the drop-down menu on the right side, select ‘Send Notification’, and then click ‘Add Action’.