How to Setup & Manage CAWI Participant List

Overview

To distribute an online survey to a predefined list of people you will need to setup a Participant List that will hold the contact details and other information.

In this guide we will elaborate how to create, manage and use the CAWI Participant List.

Steps

Setup Participants List

1. Navigate to the Project you would like to add the list to and locate the node called 'CAWI Participants'
    
2. Right click on the option 'CAWI Participants' and choose 'Add CAWI Participants List'
3. In the following window choose the file you would like to create (same as creating Additional Data list) give a name to the list
4. Click Create - once done the list will be added and shown as respondent links in the survey

If you wish to add more respondents to your participants list, you can use the 'Append/Merger CAWI Participants...' option:

Using the Participants List Data in your Survey Script

While creating your survey you can use the data stored in your Participants List in your script to be displayed or for later use (Operations Console, export etc.)

The function to be used in the script is called SubjectProp("ColumnName"); 
(Replace the ColumnName with the actual column name from your list)

For Example: You have a participants list that include the ID, Name & Gender and you would like to set this information to your script questions so you can later export it, implement the following:

1. Add the columns to you participants list
   
2. You can use the function as any other function in your script either Start/End Script of the relevant question or an Expression Question etc. in this example it's added to the End Script:
   Line 1 - The Name is set to Q2
   Line 2 - The ID is set to Q3
   Line 4-11 - We check if the Gender is Male/Female and set it to Q4 accordingly
   

Please Note: Testing these scripts should be done using a link from the Participants List and not from the standard Test Link. We recommend defining a test Participants List for this purpose.

Using the Participants List Data when Sending an Email 

Pre-Conditions:

• All relevant fields must be imported and part of the participants list
• Email connector has been setup, click here to learn how

1. Navigate to the CAWI tab of your survey and choose 'Notify By Email', click here to learn more how to design your email
   
2. In the following screen under the Mail Design section click on 'Show Fields'
   
3. An additional window will be shown with the list of fields to add
   
4. Type the name of the field you would like to add and then '+' sign, make sure that the name you are adding is exactly the same as added in the list.
   
5. Once field is added you will be prompt to add a placeholder for this field, Choose 'Yes' to add the place holder (you will be able to add it later)
6. A placeholder will be added for this field, you can move it and place it anywhere in the message text
   
   Please Note: for each field you add you will need an additional placeholder as follows:
   {0} - First Field
   {1} - Second Field
   {2} - Third Field 

That's It !