Creating Queues

Create as many queues as needed to effectively process and distribute responses.

To create a queue

1. Click Admin in the upper-right corner of the screen.

2. In the Response Management section, click Queues.

3. Click New Queue.

4. Enter the descriptive information for the queue, including a unique name and description.

5. Select the Queue Delivery System.

   Depending on the Queue Delivery System option chosen, additional configuration fields appear.

6. When you have completed the entries on the New Queue screen, click Next.

   The New Queue Attributes screen appears.

7. Select all the attributes from all categories that must be included in the email, CSV spreadsheet, or file.

8. When finished selecting attributes, click Next.

   The Queue Attribute Source Type Selection screen appears. This screen enables you to select whether you want the existing attribute values from the contact record to be included, or if the attribute values from the latest registration must be included, or both. By default, the attribute values from the contact profile are published.

9. Select Attribute Source Type for each attribute if it is different from the default.

10. Click Next.

    The Queue Attribute Sequence screen appears.

11. Sequence all the attributes selected into an order, which controls the order of columns in a CSV spreadsheet from left to right, to make the file more readable.

12. To move an attribute up or down, highlight the attribute, and click the up arrow or down arrow.

13. When satisfied with the order, click Next.

14. On the New Queue Configuration screen, select the schedule for the queue.

15. In the Recurrence section, select the frequency: Daily Weekly, Monthly, or Hourly.

16. Select the time (hour and minute).

    The time is based on the time zone configured for the active user.

17. (Optional) Click the check box, To Enable Email Notification on Failure.

18. Click Next.

    The Queue Details screen displays all the details configured for the queue.

19. Review all the queue details and when you are satisfied, click Save.

20. If you want to make changes to the queue configuration, click Previous to go back to the previous screen.

    You can edit the queue configuration at any time from the main queue list screen by clicking the Edit icon (pencil), or by clicking the linked queue name, and then clicking Edit.