Forms

Launch a Form - Launch Wizard

Tip:  For more extensive information about LiveText Forms, faculty and administrators can register for free online training sessions or contact implementation@livetext.com.

The Launch Wizard can be used to distribute forms to:

• Individual or groups of LiveText users.
• Non-LiveText members through a system generated email notification.
• Non-LiveText members via a Public URL link that can be put on a website, newsletter, email notification, pamphlet, or other communication piece for anyone to complete.

STEP ONE: Start the Launch Wizard

Note:  Privately launched forms have two benefits. First, users can limit the recipients of the form to specific individuals or groups. Second, users can control the number of times each recipient completes the form. This requires a complete list of all identified recipients prior to launching the form. Recipients can not be added after the form is launched.

1. From within the Forms section, click the Launch Wizard tab.
2. Click the Start button after reviewing the Welcome screen.
3. Click the radio button to the left of the form to be launched.
4. Click the Next button.
5. Confirm the form choice by clicking the radio button next to "Yes..." or "No..."
6. Click the Next button.
7. Select the radio button to the left of Privately or Publicly.
8. Click the Next button.

STEP TWO: Select options for a Private Launch

If Private launch is selected, continue with this section. If Public launch is selected, follow the directions under STEP TWO: Select options for a Public Launch.

1. Select the radio button to the left of the method for building a recipient list. Choose from:
• Add LiveText Members manually
• Add non-LiveText Members manually (via email addresses)
• Import from LiveText group (must be pre-established)
2. Click the Next button.

Add LiveText Members Manually	Add Non-LiveText Members Manually	Import from a LiveText Group
a. Enter the first name, last name, and/or username. Tip: Click the Multiple link and select the format to search and add multiple users.	a. Enter the first name, last name, and/or email. Tip: Click the Multiple link and enter or copy and paste a list of recipients in the correct format.	a. Select one or more groups. Tip: Press and hold the Ctrl key to select multiple groups.
b. Click the Search button. Note: The system will search all LiveText members and is not limited to the school/university domain.	b. Click the Add button	b. Click the Next button.
c. Click the Add button to the right of each user to be added.	c. Click the Next button.
d. Click the Next button.



3. Review the recipient list. Select the checkbox to the left of each recipient to be deleted and click the Remove button.
   
   Tip:  Create multiple recipient lists for disaggregating data. For example, an alumni survey is launched to several graduating classes. Recipient lists for each class may be created. If each class is a recipient list, data managers will be able to view all form responses across classes, but also filter the data by each class.
4. Click the Next button.
5. The system will display a "Your current recipient list has # recipients. Would you like to add more?" If "Yes..." is selected, refer to items 1-5 in Step Two. If "No..." is selected, continue with item 6.
6. Enter a name for the Recipient List. This name is not visible to the user, but it can be used to disaggregate or categorize responses when reporting later.
7. Click the Next button.
8. The system will display a "Would you like to create an additional Recipient List for this launch?" message. If "Yes..." is selected, refer to items 1-7 in Step Two. If "No..." is selected, continue with item 9.
9. Click the Next button.
10. Enter a Dataset Title (e.g. SP 08 Alumni Survey). The dataset title is the heading that will be appear to the responder for the form.
11. Optionally, click the Edit link in the Field Access column for each recipient list. By default, Field Access is set for recipients to Input responses in each field. Access may be limited View or None. Additionally, options can be set for fields to be required or optional.
12. Optionally, click the Use Date Range checkbox, and select an Open Date and Close Date.
13. Optionally, click the radio button to the left of Yes for anonymous submissions. The name and email address for each responder will be hidden for anonymous submissions.
14. Select the number of times an individual can submit a response. Users can choose up to forty submissions.
15. Click the Next button.
16. Review the launch information and click the Next button.
17. The system will display a ""Congratulations! You have launched your form." Message. Click the Finish button to exit the Launch Wizard.

STEP TWO: Select options for a Public Launch

If Public launch is selected, continue with this section. If Private launch is selected, follow the directions under STEP TWO: Select options for a Private Launch.
 

1. Enter a Dataset Title (e.g. SP 08 Alumni Survey). The dataset title is the heading that will be appear to the responder for the form.
2. Optionally, click the Use Date Range checkbox, and select an Open Date and Close Date.
3. Optionally, click the Edit link in the Field Access Settings area. By default, Field Access is set for recipients to Input responses in each field. Access may be limited View or None. Additionally, options can be set for fields to be required or optional.
4. Click the Next button.
5. Review the launch information and click the Next button.
6. The system will display a "Congratulations! You have launched your form." Message. Click the Finish button to exit the Launch Wizard.