Anonymous Responses & External Referrals: Upgrade Webinar - Winter 2022

Anonymous Surveys & External Referrals Release


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