Creating Email Conditions

You can filter the invitation emails so they are only sent to a sub-set of the respondents that you have specified in the selection criteria. You can create conditions for the filter based on the answers to open text, background single questions and date fields.

1. Go to Deployment > Email management.
2. Either click Create new email or click on an existing email to open it for editing.
3. In the Selected Respondents tab, click Add a condition.

The selection field opens.



This field lists all the open text and background single questions.

4. Click on a question in the list to select it.

In the event you select a background single, the answer options for that question are displayed.



In the event you select an open text question, then an additional criteria selection field and a text input field appear.



5. Select the answer you wish to filter for, select the appropriate criteria from the drop-down lists, and if necessary type text as appropriate.



6. On completion, click Done to create the condition.

The condition is created and added to the Respondent data filter.

You can also define a relative date-based filter. For example, you can filter based on a specified number of days prior to, or before the execution date (when the emails are sent). Any standard system variable or a custom date field you have added to your survey can be used to create these filters.

You can create as many conditions in the filter as required, place them into groups, and order the conditions as necessary.

To edit an existing condition click on a blue criteria link for that condition. To delete an unwanted condition click the delete icon towards the right side of the condition.

Date Filters in Email Invitations

In Survey Designer, you can set conditions based on date variables using Before +, Before -, After +, and After - to filter respondents.

Condition	Meaning
Before + X days	Date is before the execution date plus X days
Before - X days	Date is before the execution date minus X days
After + X days	Date is after the execution date plus X days
After - X days	Date is after the execution date minus X days

Examples of Date Conditions

Before + X days

Survey Designer: "Include respondents whose CreatedDate is before the execution date + 4 days."

Condition: CreatedDate before Execution Date + 4

Professional Authoring: datediff(dd, CreatedDate, getdate()) <= 4

Before - X days

Survey Designer: "Include respondents whose CreatedDate is before the execution date - 2 days."

Condition: CreatedDate before Execution Date - 2

Professional Authoring: datediff(dd, CreatedDate, getdate()) >= 2

After + X days

Survey Designer: "Include respondents whose CreatedDate is after the execution date + 3 days."

Condition: CreatedDate after Execution Date + 3

Professional Authoring: datediff(dd, CreatedDate, getdate()) < -3

After - X days

Survey Designer: "Include respondents whose CreatedDate is after the execution date - 5 days."

Condition: CreatedDate after Execution Date - 5

Professional Authoring: datediff(dd, CreatedDate, getdate()) > -5