Post Activity Follow up Evaluation by email (anonymous)

Anonymous Survey forms are not tied to an activity or session. Since the responses will be anonymous it is advised that you create a form with the Activity name and run reports for each form.   

 

Step 1: Create an Anonymous form: 

a) Go to Settings > Forms

b) Click on ‘Add New Form’

c) Select the type as ‘Anonymous Eval’  

 

 

Step 2: If you are sending email through the HighMarksCe system follow Step 3 and Step 4

 

Other wise,

 

Step 2: How to send forms to the users via emails outside the HighMarksCe

 

Copy the URL of the survey form  - the highlighted part on the screen shot below.

 

Normally the form URL looks like this: 

Paste the link in the body of the email and strip the highlighted portion. Send email to the desired people.

 

Continue to Step 5....

 

 

 

Step 3: Create an Email:

a)     Go to Settings> Emails

b)     Draft an email that you would be using for sending the Survey forms

c)      Copy the URL of the survey form 

 

 

Normally the form URL looks like this: 

strip the highlighted portion 

 

d)     Paste the URL on the email like shown below  

Note:Make sure you copy the content both under the plain and the html tabs.   

 

 

 

 

 

Step 4:  Sending the email to the participants (Example Activity: Clinical Research Training Program)

 

a)     Go to Activities> search for the activity and click on the ‘Select Activity’ switcher  

 

b)     Then go to Reports> Run Report

 

 If you would like to send to the people who claimed credits, go to Sessions>CME Reports>Credits by Session > Run Report 

 

If you would like to send to people who were in the ActRegistrant role, whether claimed or not, go to People>Person Reports>Contact Info>Assigned Role : select the role; Activity: select the Activity> Run Report  

c)     Click on 'Send Email'   

 

d)     Select the Survey email   

 

e)     Click ‘Submit’ 

 

 

Step 5: Participants complete the survey: 

 

Participants receive the email with the survey link 

 

Click on the link and the survey opens as below. Complete the form and click on ‘Submit’   

 

 

 

 

Step 6: Run Report:

 

Go to Reports> Run Report > Forms > Primary Form Reports > Responses – Summary > Select the form and Run Report.

Note: This report does not show responses to the free form questions 

 

 

OR

 

Run Report > Forms > Primary Form Reports > Responses - Summary with Comments > Select the form and Run report 

Note: This report shows responses to the free form questions