targeted launches: adding or removing reporters from a survey

Modified on Mon, 15 Dec at 9:23 AM


Targeted Launches: Adding or Removing Reporters from a Survey

If you've targeted a survey to individual reporters or to reporters by Site or Association, in most cases, for Active and Scheduled surveys you’ll be able to add or remove people from your target list.

  1. On the left, in your Mission Control, click Survey Management.

  2. Click Manage existing & scheduled launches.

  3. Find the Active or Scheduled launch you would like to update by opening the appropriate panel.

  4. Under the Action column choose Edit Launch.

  5. When the launch opens, find the Included Reporters panel and click the Edit link.

  6. Make any changes that you need to make.

  7. For Active launches, if a reporter has already completed and submitted a survey and they are removed when you change the target group, you will get a message like this:

    Note: Deleted data is not recoverable.

  8. If, as a result of change you’ve made, there are updates you need to make, you’ll see a pop-up like this one:

  9. Click all of the required Set links (green checkmarks will appear when you’ve completed all steps).

  10. To finish the change, click the Return to Survey Management Page button.


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