Surveys
The survey feature allows Group Leaders to create automated and stand-alone surveys, download the survey results, and see analytics of the survey responses.
On Join Surveys will be presented to the new users when they join the group.
On Leave Surveys will be presented to the members when they leave the group.
Linked Surveys can be accessed via a shareable link.
To create a survey, click on the Create Survey button. This will open the ‘Create a Survey’ window.
- Survey Name: Set a title for your survey.
- Trigger: Select an action that will trigger the survey to display.
- On Join: Presents the survey when a member joins the group.
- On Leave: Presents the survey when a member leaves the group.
- Link: Creates a stand alone survey that can be accessed via a shareable link.
- Scope: Choose the global ERG or the chapter for the survey.
- Settings: Additional options to set for the survey.
- Anonymous: Hides identifying elements from survey responses.
- Response Required: Requires the survey to be completed to proceed.
- Allows Multiple Responses: Allows an individual to submit more than one response. If not checked, a user will be blocked from completing the survey once it has been taken once.
When options are configured to your liking, click Submit.
After your survey has been configured, you will be prompted to select a template. You can choose a previously saved template from the dropdown or select Create New Survey.
Templates can be saved by clicking on Action>Set As Template from a previously created survey.
Once a template is created you will be presented with the survey builder window.
The survey builder is set up in three sections:
- Question types
- Survey body
- Properties
There are 11 question types available shown on the left panel of the builder.
- Radio Button Group
- Muiltiple choice with 1 possible answer.
- Rating Scale
- Select an answer on a scale of 1 - 5 up to 1 - 20.
- Checkboxes
- Multiple choice with multiple answers available.
- Dropdown
- Multiple choise from a dropdown with 1 possible answer.
- Yes/No (Boolean)
- Binary yes/no, true/false answers. Answers are customizeable.
- Image Picker
- Choose an image to answer the question.
- Ranking
- User places answers in order of preference.
- Single-Line Input
- Short text answer.
- Long Text
- Longer text answer.
- Single-Select Matrix
- Allows user to select one answer per line on a matrix.
- Multi-Select Matrix
- Allows user to select multiple answers per line on a matrix.
The survey body is where you can add questions from the Question Types. Just click on the question type to add it to the survey or drag and drop the question.
Once a question is dropped in the middle pane, the text can be changed for the question by clicking on it and entering then text. Similarly, the text for choices can be changed by clicking on each choice and typing the desired text.
To add additional choices, click the plus button.
The properties pane on the right allows us to modify survey page properties, such as name, title description, maximum time to complete the survey, add logic to survey questions, and adjust the question layout.
Logic can be added to surveys to present questions to survey takers depending on their previous answers.
As an example, we'll create a 2 question survey where the second question is only visible if option C is selected in question 1. The screenshot shows the radio group question selected from the toolbox and the text edited as required.
For question 2 we will insert a short text question type.
In order to build the logic so that question 2 is only visible if option C in question 1 is selected:
- Ensure question 2 is selected in the middle pane.
- Navigate to the Logic section in the Properties pane.
- Locate the Visible If box and click on the magic wand to access the logic builder.
- Upon clicking on the magic wand, the logic builder will appear.
- Build the logic by selecting the dependant question and the answer that will trigger the second question to appear.
- Click Apply to set the logic.
- Once the logic is added, we can test the survey by clicking on the ‘Preview’ tab and choosing the option ‘C’ to check that question 2 becomes visible
To create a survey with multiple languages:
- Create a New Survey
- English is the default language, so we will add a question in the survey designer in English.
- In the Properties pane with the survey title selected, choose the General tab.
- Locate the dropdown for Survey Language.
- Select the language for the translation. (In our example, it is Francais.)
- Edit the English question to enter in the French translation.
- Navigate to the preview pane.
- Use the dropdown in the upper right corner of theb survey to select the language.
- Button labels will automatically translate
Once your survey has been created and saved, it will show in the Draft/Inactive state in the module.
When clicking the Action Button you will be presented with the following options:
- Edit Survey Settings: Allows the leader to update the title of the survey and add in email addresses to be notified when a response to the survey is submitted.
- Edit Survey Questions - Opens the survey designer to allow the questions and answers to be updated.
- Email Review - Sends the survey to another group leader for review and suggestions.
- View - See a preview of the survey.
- Activate - Allows survey to be completed by respondents.
- Delete - Removes the survey and all associated responses.
- If you want to retain the responses, download the responses while the survey is active to save externally, or
- Keep the survey in the inactive state to retain responses within the platform.
- Save as Template - Allows this survey format to be re-created as a template when designing a new survey.
When your survey has been published, it will be in the Active state in the module.
When clicking on the Action Button, you will be presented with the following options:
- View - See a preview of the survey.
- Deactivate - This option will remove respondents' access to the survey and return both the survey and its responses to the Draft/Inactive state.
- Download - Downloads survey responses in a .CSV file.
- Import Survey Responses - Allows responses from a previous survey to be added to the current survey's response bank.
- Save as Template - Enables this survey format to be recreated as a template when designing a new survey.
- Share Survey - Provides a shareable link and QR code that allow respondents to access the survey.
- Analytics - Displays various graphs, word clouds, and other analytical representations of the survey responses.
- Enable/disable survey module
- Enable/disable survey analytics
- Enable/disable admin publishing only
