Ifthe"Removeduplicateaddresses"optionischecked,duplicatesareignored.Duplicatesaredefinedbyhavingthe
sameemailaddresswithinthesameinvitation.
Customdatacanbeusedtopre-populateresponsesforeachinvitee.Seepre-populationformatformoreinformation.
Exportinvitees
Itissometimesusefultobeabletoexporttheinviteesinyourinvitation.Forexample,ifyouwantOpiniototrack
whohas responded, andwhohas not,andtorestrictsurveyaccess toinviteesonly, youmust use theinvitation
featuresofOpinio.Butyoumightwanttouseanotherapplicationtosendouttheemails.Thenyoucanexportthe
invitees,whichwillgiveyouemail,invitationurlandothercustomdatathatyoucanusewhensendingemails.The
exportedinviteescanalsobeusedtocopyinviteesfromoneinvitationtoanotherwithinOpinio.
• Exporttype:
• AllInvitees:Exportallinviteesinthecurrentinvitation.
• Respondedinvitees:Exportonlythosewhoresponded(thiswillincludeincompleteresponses,aswell).
• Notrespondedinvitees:Exportonlytheinviteeswhohavenotyetrespondedtotheinvitation.
• Inviteeswitherror:Exportonlytheinvitees s witherror. TheseerroroccurwhenOpinioattemptstosend
invitations, but is unsuccessful. Exporting g invitees s with error might t be useful, to get t a a list for further
followup.
• Includesurveylinks:Eachinviteereceives s auniqueURL toaccessthesurvey, sothatOpiniocantrackthe
invitees.IfyouneedtoknowwhattheseURLsare,selectthisoption.
• Delimiter:Thedelimitertobeusedtoseparatedataitemsforaninvitee.Theseparatorbetweeneachinviteewill
alwaysbenew-line(oneinviteeperline).
• Send exported file to: Once e the export is s complete, the exported invitees s will be sent as a a text t file email
attachmenttothespecifiedemailaddress.Ifyouraccounthasemailconfigured,itwillbeusedasthedefaultfor
thisfield.
Invitationlist
Fromtheinvitationlistscreenyoucanseestatusforallinvitations,numberofinviteesandthenextrundate.You
canalsochangestatusandresendinvitation.Generalactionsarealsoavailable:copy,renameanddelete.
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Eachinvitationcanhaveoneofthefollowingstatuses:
• Active.Theinvitationstatusis“active”whenitisscheduledforsendingemails.Thismeansthatonthesenddate
(orafterifactivatedpastthesenddate),emailsaresenttoallregisteredinvitees.
• Inactive.Theinvitationisinactivewhenitisnotscheduled.Allnewinvitationsgetinactivestatusandmustbe
activatedtosendemails.Noemailswillbesentonthesenddateiftheinvitationisinactiveatthattime.
• Sending. Theinvitationhas “Sending”status ifitisactuallysendingemailsatthetimeyouareviewingthe
invitationstatus.
IMPORTANT: If you deactivate invitationnow, it will immediately stop sendingemails. However, current
executionwillstillbecountedasfinished.Thus,ifyoudeactivatearunninginvitationwhichissupposedtosend
emailto1000invitees,theinvitationstatuswillbesetto“Completed”evenifithasonlysentemailsto100
invitees.
• Completed.Theinvitationgetsthe“Completed”statuswhentheninvitationemailandallremindersaresent.If
an invitationis s completed d and there are stillinvitees s who o have not responded, , youcan n send an additional
remindertotheseinviteesbyclickingonthe"Sendreminder"link.
• Error.Thisstatusisassignedifanerroroccursintheinvitation,andOpinioisunabletocompleteit.
Youcanchangeinvitationstatusfromthisscreen.Notethatyoucan'tactivateinvitationifaninviteeimportisin
progress.
Inviteedataformat
Thedatayousupplywhenaddinginviteesmustbeintheformatdescribedbelow.
email, name, attribute-name1, , attribute-name2, , attribute-name3, ...
joe@smth.com, Joe Smith, , abc, def, xyz, ...
Thefollowingrulesapplytothecontent:
• Thefirstlineofthesetsthelabeloftheattributesandisoptional.
• Ifthelinewithlabelsisnotincluded,thefirstcolumnmustbevalidemails.Thesecondcolumnmustbeinvitee
names.Ifnamesarenotincludedinthedata,anadditionaldelimitermustbeincludedtoindicatethatnamesare
absent(thisisonlyrequiredifthereareextraattributesinadditiontoemailandname).Theattributesfollowing
thenameswillbeautomaticallylabeled"attribute1","attribute2","attribute3"ifincluded.
• Ifalinewithlabelsisincluded,thelabels"email"and"name"arereserved.Label"email"mustbeincluded,and
"name"isoptional.Thepositionofthename/emailcanbeanywhereontheline.Thepositionofthedataineach
linefollowingthelabelsmustmatchtheorderofthelabels.
• Therearenolimittothenumberofattributes.Theonlylimitationisthateachdataelementcannotbelongerthat
255characters.
• Theinviteedatadelimiteriscomma,butcanbechangedbeforeimporting.
Exampleswithoutlabels:
• Emailonly:
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joe@joe.com,
mike@mydomain.com,
mary@yourdomain.com,
• Emailandname:
joe@joe.com,Joe Smith
mike@mydomain.com,Mike Jones
mary@yourdomain.com,Mary Brown
• Email,nameandattributes:
joe@joe.com,Joe Smith,sales,1251
mike@mydomain.com,Mike Jones,human n resources,2941
mary@yourdomain.com,Mary Brown,research,0381
Exampleswithlabels:
• Emailonly:
email
joe@joe.com
mike@mydomain.com
mary@yourdomain.com
• Emailandname:
email,name
joe@joe.com,Joe Smith
mike@mydomain.com,Mike Jones
mary@yourdomain.com,Mary Brown
• Email,nameandattributes:
email,name,department,employee-number
joe@joe.com,Joe Smith,sales,1251
mike@mydomain.com,Mike Jones,human n resources,2941
mary@yourdomain.com,Mary Brown,research,0381
• Emailandattributes(nonames):
department,employee-number,email
sales,1251,joe@joe.com
human resources,2941,mike@mydomain.com
research,0381,mary@yourdomain.com
ManageInvitees
Allinviteesregisteredintheinvitationcanbemanagedfromtheinviteescreen.ClickManageinviteesinthemenu
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boxwhenviewinginvitationdetails.
Ontheinviteescreenyoucanfindthefollowingcolumns:
• Inviteeemail.Emailaddressassociatedwiththeinvitee.Byclickingontheinviteeemaillinkyoucaneditthe
emailaddressandadditionalcustominviteeattributes.
• Inviteenamewillbedisplayedifitexists.Whenaddinginviteestoyourinvitation,inviteenamesareoptional.
• Status.Inviteecanhaveoneofthefollowingstatuses:
• pending.Inviteehasnotyetreceivedtheinvitation.
• ok.Invitationhasbeensuccessfullysenttotheinvitee.
• error,notsent.Erroroccurredandinvitationcouldnotbesent.Seethelogfileformoredetailsaboutthe
error.
• remindererror.Erroroccurredandremindercouldnotbesent.Seethelogfileformoredetailsaboutthe
error.
• invalidemail.Invitationcannotbesent.Inviteeemailisinvalid.
• Datesent.Thedateandtimewheninvitationwassenttothisinvitee.
• Reminders.Numberofreminderssenttotheinvitee.
• Responded. Indicates if the invitee has responded d to the survey. . If the survey attribute “Anonymity of
respondentsininvitations”issetto“Noanonymity”,then“Seeresponse”linkwillbeprovided.Ifanonymityis
enabled,“Responded”willbeshownfortheinviteeswhocompletedthesurvey.Seethesectioncalled“Security
andprivacy”formoredetailsonsecurity/privacysettings.
• ResendTheinvitationcanberesentfromthisscreen.Check"resend"checkboxintheresendcolumn,andclick
resendatthebottomofthelist.Youcanoptionallymodifythemessagesbeforesending:
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Theinvitationlinkwillthenbesenttotheinvitee'semailaddress.Ifyouneedtosendittoanotheremailaddress,
clickontheinvitee'semailaddresstoupdateit.
• Delete.Selecttheinviteesyouwanttodelete,andclickthedelete-buttonatthebottomofthetable.Iftheinvitee
hasrespondedtothesurvey,deletingtheinviteewillnotdeletetheresponse.
Ifyouneedtoaddnewinviteestotheexistinginvitation,clickonthe"Addinvitees"linkatthetoprightcornerof
thescreen.Youaddinviteestoacompletedinvitation,butnotethatbeforeyoucanactivatethisinvitationagain,you
mustaddanotherreminderdate.
IMPORTANT:Newlyaddedinviteeswillreceivetheirfirstinvitationemailonthenextinvitationexecution.Then
theywillreceivereminders(orlastremindermessage)inthenextroundsofexecutions,aslongastheinvitationis
scheduled.
Hereisanexample:You'vecreatedaninvitationwithsenddatesettoMondayand2reminderswhichwillbesenton
WednesdayandFriday.Thismeansthattheinvitationisscheduledforthreeexecutions:Monday,Wednesdayand
Friday.AlloriginallyenteredinviteeswillgetinvitationemailsonMonday.IfonTuesdayyouaddnewinviteesto
theinvitation,theywillnotgettheinvitationemailuntilthenextscheduledexecution,unlessyouchosetheoption
sendimmediatelywhenaddingnewinvitees.Thus,onWednesday,alloriginallyaddedinviteeswhohavenotyet
responded will get t a a reminder and all new invitees s will l get an invitation email. . On n Friday, everyone receive
remindersandtheinvitationiscompleted.Thenewlyaddedinviteeswillnotreceivemoreremindersafterthelast
run,eveniftheyhavenotreceivedasmanyremindersasthereminderdatessetfortheinvitation.
Invitationdetails
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Theinvitationdetailsscreenindicatesthestatusoftheinvitation,andkeyinformationsuchasnumberofinvitees,
howmanyrespondedandpossibleerrors,andtheinvitationschedule.
• Status:Thestatusoftheinvitation.Seethesectioncalled“Invitationlist”forinvitationstatusdetails.
• Inviteestotal:Thenumberofinviteesaddedtothisinvitation.
• Inviteesresponded:Thenumberofinviteeswhorespondedtothesurvey.
• Importthreadsactive:Whenimportinglargenumbersofinvitees,theimportprocesswilltakesometime.This
numberindicateshowmanyimportthreadsarecurrentlyactive.Clickoninvitationdetailsintheleftmenubox
torefreshthescreen.
• Schedule:Listsalldatessetfortheinvitation,andthedatesthattheinvitations/remindersaresent.Thesentdate
indicateswhentheinvitationorreminderwascompleted.
Phoneinterviews
Themaximumnumberoftelephoneinterviewerspersurveyisconfigurablefromtheopinio.propertiesfile,defaultis
10.Toaddnewinterviewer, enterhis/hersemailintheNewinterviewerfieldandclickontheAddbutton. The
interviewerwillthenappearinthelist.
Inthelistofregisteredinterviewersyoucanseealinktothesurvey,whichisdifferentforeachinterviewer.Copy
thelinkandgiveittotheinterviewer.He/sheMUSTusethislinkwhenhe/sheconductstelephoneinterviews.With
thislink,theinterviewercanrespondtothesurveysmultipletimesandhis/hersemailwillbestoredalongwiththe
respondentanswersasarespondentattribute“Interviewer”.
Printsurvey
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SurveyscanbeprintedoutasPDFfiles,anddistributedeitherbypersonorbymailtotherespondents.
The layout of the printable PDFsurvey canbe adjusted. . Both general layout settings s and d specific settings s for
differenttypesofquestionsareavailable.
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• Generallayout:Thesearethesettingsfortheentiresurvey.
• Page size: Different t page e sizes are supported, currently y including A0(2384,3370), , A1(1684,2384),
A2(1191,1684), A3(842,1191), A4(595,842), A5(420,595), A6(297,420), A7(210,297), A8(148,210),
A9(105,148),A10(73,105),B0(2834,4008),B1(2004,2834),B2(1417,2004),B3(1000,1417),B4(708,1000),
B5(498,708), B6(354,498), , B7(249,354), B8(175,249), , B9(124,175), B10(87,124), , LETTER(612,792),
POSTCARD(283,416),NOTE(540,720),LEGAL(612,1008),TABLOID(792,1224),EXECUTIVE(522,756),
ARCH_A(648,864),
ARCH_B(864,1296),
ARCH_C(1296,1728),
ARCH_D(1728,2592),
ARCH_E(2592,3456), FLSA(612,936), , FLSE(648,936), , HALFLETTER(396,612), _11X17(792,1224)and
LEDGER(1224,792).Thetwovaluesintheparenthesisaftereachpagesizerepresentthewidthandheightof
thepage,inpoints(1inch=72pointsand1cmisabout28points).ThedefaultpagesizeisA4.
• Backgroundimage:AbackgroundimagecanbeaddedtothePDFfile.Forexample,acompanylogocanbe
usedas backgroundimage.Byclickingtheiconon n theright, , theimageupload/selectiondialogboxwill
appear.
• Enablepagebreaks:Ifthischeckboxischecked,thesurveywillbeprintedoutwithpagebreaksassetinthe
Question overview. The default setting is not checked, , and d thus s the survey y will be printed out in a
consecutivemanner.
• Rating:Ifratingquestionsexistinthesurvey,theirlayoutcanbeadjustedasfollows:
• Verticallayout:Ifthischeckboxischecked,theratingchoiceitemswillappearinverticalformat.Noteifthe
choiceitemscanbeputonasinglerow,checktheverticallayoutwillhavenoeffect.Thedefaultsettingfor
thischeckboxisnotchecked(i.e.horizontallayout).
• Multiplechoice:Ifmultiplechoicequestionsexistinthesurvey,theirlayoutcanbeadjustedasfollows:
• Verticallayout:Ifthischeckboxischecked,themultiplechoiceitemswillappearinverticalformat. . The
defaultsettingforthischeckboxisnotchecked(i.e.horizontallayout).
• Keepchoicesinasinglecolumn:Ifthischeckboxischecked,thechoiceitemswillappearinasinglecolumn,
andtherewillbenoeffectwhetherornotVerticallayoutischecked.Thedefaultsettingforthischeckboxis
notchecked(i.e.choicesonmultiplecolumns).
• Numeric:Ifnumericquestionsexistinthesurvey,theirlayoutcanbeadjustedasfollows:
• Verticallayout:Ifthischeckboxischecked,theprefix(ifexists),thenumericfieldandpostfix(ifexists)will
appearvertically.Thedefaultsettingforthischeckboxisnotchecked(i.e.horizontallayout).
• Dropdown:Ifdropdownquestionsexistinthesurvey,theirlayoutcanbeadjustedasfollows:
• Verticallayout:Ifthischeckboxischecked,thedropdownitemswillappearinverticalformat.Thedefault
settingforthischeckboxisnotchecked(i.e.horizontallayout).
• Keepchoicesinasinglecolumn:Ifthischeckboxischecked,thedropdownitemswillappearinasingle
column, andtherewillbenoeffectwhetherornotVerticallayoutis checked. Thedefaultsettingforthis
checkboxisnotchecked(i.e.dropdownitemsonmultiplecolumns).
• Matrix:Ifmatrixquestionsexistinthesurvey,theirlayoutcanbeadjustedasfollows:
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• Verticallayout:If f this s checkboxis checked, the matrixwill appearinvertical format, i.e. rows become
columns andcolumns become rows. The defaultsettingforthischeckboxisnotchecked(i.e.horizontal
layout).
• Scaledownlargematrices:Ifthischeckboxischecked,whenthematrixislargerthancertainsize,smaller
fontswillbeusedtoprintthelabelsandtextswithinthematrix.Thedefaultsettingforthischeckboxisnot
checked(i.e.donotscaledown).
• Extractdropdownswithsizeslargerthan:Ifamatrixcellisoftypedropdownlist,thedropdownitemswill
beextractedwhenitssizeislargerthanthisspecifiedvalue.Inthatcase,onlythedropdownlabelwillappear
atthecellposition,andtheextracteddropdownlistwillbeprintedafterthematrix.Thesizevaluecanbe
adjustedintherangeof3to10.Thedefaultvalueis5.
• Droplargematrices/Cutlargematrices:Thisisachoicegroup.IfDroplargematricesischosen,verylarge
matriceswillbedropped;otherwise,ifCutlargematricesischosen,thematriceswillbecutandonlypartof
thecolumnsareprinted.
• Branching:Ifbranchesexistinthesurvey,theyareprintedasfollows:
• Showbranchingtext:Thebranchingtextwillappearbeforeappropriatequestionsifthischeckboxischecked.
• Beginningtext:Thebeginningpartofthebranchingtext. . Itcanbemodifiedifneeded,butpleasedonot
modify“[NOT]”,sinceitisaplaceholderusedbyincludebranching.
• Branchingconditiontext:Eachbranchconditionwithinthebranchwillusethistexttoshowitsdetails.Itcan
bemodifiedifneeded,butpleasedonotmodify“[r]”or“[q]”,sincetheyareplaceholdersusedtorepresent
theresponseandthequestionnumberrespectively.
• Endingtext:Theendingpartofthebranchingtext.Itcanbemodifiedifneed.
Important
PleasedoNOTmodify/delete“[NOT]”,“[r]”and“[q]”,sincetheseareimportantplaceholders.Modifyor
deletethemwillcausethebranchingtextbeingimproperlyprinted.
• Texts:Thesearevarioustextsegmentsusedforprintingthesurvey.Ifthelanguageusedinthesurveyisnot
English,thesetextsneedtobetranslatedtothesurveylanguage.
• EastAsianfont(CJKfont):IfthesurveycontainsEastAsianfonts, , includingSimplifiedChinese,Traditional
Chinese,JapaneseandKorean,bycheckingthe"UseCJKfont"checkbox,variousCJKfontsfromiTextcanbe
chosenandusedtoprintoutCJKcharacters.
Ifyoudecidedtouseanothercustomizedfonthowever,youcanuncheck"UseCJKfont"andspecifythefontin
thefile"opinio.properties"instead,forexample:Thefontshouldsupportcharacterstobedisplayed,andthefont
objectplanet.survey.business.pdf.font=c:\\windows\\fonts\\ARIALUNI.TTF
thefile"opinio.properties"instead,forexample:Thefontshouldsupportcharacterstobedisplayed,andthefont
fileshouldexistontheserveratthegivenpath.
Note
Foraparticularsurvey, onlysettings ofthosequestion n typesthatactually appearin the survey willbe
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