Creating Surveys - User Guide

Creating Surveys - User Guide

To create surveys, follow these simple steps:

Step 1: Accessing the Surveys Menu

1. From the main menu, go to the Administrative Functions section and select "Surveys."

2. You will be directed to a menu where you can add, change, or delete surveys.

Step 2: Adding a New Survey

1. To create a new survey, click on "Add New Survey."

2. Follow the prompts as you proceed through a series of pages.

Page 1: General Info

1. Enter the survey name, a brief description, begin and end dates, and other optional settings.

2. Setting a Survey Begin Date or Survey End Date specifies when the survey will start and end.

3. Thank You Page Redirect URL: Enter the URL where members will be directed after completing the survey.

4. Single Pass checkbox: Check this option to prevent members from changing their answers once submitted.

5. Paid Members Only: If your organization has free and paid memberships, checking this option ensures only paying members can take the survey.

6. Notify Respondents: Check this box to send the survey results to members who participate.

Page 2: Questions

1. On this page, compose your survey questions by clicking on "Add New Question."

2. Choose the question type: Multiple Choice, Yes/No, Text Field, Numerical Rating, Multiline Text, or Verbiage Field.

3. If you select Multiple Choice, you can specify whether respondents can make one selection, a specific number of selections, or unlimited choices.

4. Enter the question verbiage and, if applicable, edit the choices for Multiple Choice questions.

5. To delete or change a question, use the provided options to the right of each question.

6. Use the "move up" and "move down" links to reorder the presentation of questions.

That's it! You have successfully created your survey. If you need further assistance or have any questions, please reach out to our help desk. We're here to support you.