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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add a recipients list to a survey

Send the survey invites to targeted sets of users by adding a recipients list to a survey.

Before you begin

Role required: admin or survey_admin

Recipients lists should be pre-defined in the Recipients Lists submodule. For more information on defining recipients lists, see Define a recipients list for surveys.

Procedure

  1. Navigate to All > Survey > View Surveys.

  2. Open a survey definition.

  3. Perform any of the following steps.

OptionDescription
From Platform
  1. Under the Survey Recipients Lists related list, click New.
  2. In the Survey Recipients Lists form, from the Recipients List list, select the required recipients list.
  3. Click Submit.
From Survey Designer
  1. Under the Availability tab, for the Accessible By field, select Specific users.
  2. In the Add recipients lists list, select the required recipients list.
  3. To send the survey to users, click Save and Publish.
  1. To send survey invites to all survey users and recipients lists, click Send Invitations.

    Note:

    • The Send Invitations UI action is available when there is at least one recipients list or survey user for the survey.
    • If a user is available in the Survey Users related list and multiple recipients lists, the survey invite is sent only once to the user.

Parent Topic:Survey distribution

Related topics

Email notifications for surveys

Send survey invitations to users

Define a recipients list for surveys

Embed a survey within the Outlook email client

Enable localization for a survey

Survey URLs

Create a survey module

Sharing surveys

Configure a survey in the Connect chat support