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      Anonymous Responses & External Referrals: Upgrade Webinar - Winter 2022

      Anonymous Surveys & External Referrals Release

      Video

      Webinar slides.

      External Participant Referrals, Anonymous Surveys, & Responder Types release

      Overview of Feature Categories (view full Release Notes)

      • External Participant Referrals: simplifies the process for referring participants, adds  survey landing page options, referral skips the email address entry, optional setting
      • Responder Types: collect survey responses from participants, organizations, anonymous, and outside providers referring participants
      • Anonymous Responses: anonymous surveys, anonymous records (similar to participants), optional setting
      • Group Access Management features: automatically assign new participants/organizations to groups based on the public form completed, resolved a group permissions access conflict, option to disable the "pending" status hold for new participants

      • Form Design Enhancements : improvements for Entity forms, Public forms, Surveys/Data Tools
      • Assorted Refinements: fixes/finesse added for Groups & User Access, Analytics, Navigation