Configure a Survey

• Survey Uses
• Configuring a Survey
• Survey Elements

How to Use a Survey

Surveys can be used to for organizations to receive feedback about their application process. What is unique about surveys, rather than impact reports, is that you do not need to login to fill out a Survey.

There are a variety of customers that use surveys for purposes other than receiving feedback. Examples are:

• Support ticket Survey
• Payee Clean-up Request
• Void/Reissue Request
• Volunteer Opportunity Suggestions
• Event Follow-up Survey

Configuring a Survey

Step 1: Configure question/information for Survey

1. Application Configuration -> Data Fields -> Surveys
   
   
   
2. Upon selection of step 1, the standard survey fields will be displayed.
3. To deactivate a field, uncheck the Active box
4. To edit a field, select the Edit button
5. To create a new field, scroll to the bottom of the page and select New Field.
6. Enter the Field Name
7. Check the box to make Active
8. Check the box to make Internal Use Only
9. Check the box to make Required Internally
10. Check the box to make Required Externally
11. Check the box to make Span Row Externally
12. Enter the Field Description of your new field
13. Enter the Field Tooltip
14. Select the Field Type
15. Select Limit Visibility to the selected Internal User Role(s)
16. Select Limit Editability to the selected Internal User Role(s):
17. Select Save

Survey Elements

Step 2: Create Survey Types

1. Go to Application Configuration -> Survey Types
   
   
2. Select New (see above Field Definitions)
3. Enter Survey Type Name
4. Select Language
5. Check the box for Active
6. Enter a Redirect/Vanity URL
7. Enter a Survey Type Description
8. Enter a Start Date for the survey
9. Enter an End Date for the survey
10. Enter the Text to display before Survey Start Date
11. Enter the Text to display before Survey End Date
12. Select Website Template
13. Select Application Layout
14. Enter Support Link Text
15. Enter Survey Type Introduction Text
16. Enter Survey Type Submission Screen Instructions
17. Select your Available Survey Questions
18. Select the questions you would like moved
19. Select the Add button to move them to the Select Questions section
20. Select Save
    
    

Step 3: Create Conditional Fields by selecting Advanced.

1. Select Create
2. Select the field you want to create the conditional statement for
3. Select Add Condition
4. Configure your condition
5. Select Save

Step 4: Find your Survey within the Survey Tab

1. All surveys submitted are stored within the Surveys Tab.
2. Select your search criteria to navigate to your survey
3. Select the Site Visitor Name to see the detail of that survey.