Survey Process

What are the steps to create & distribute a survey or poll?
Once you create a new survey (or select one from the library), the Survey Wizard will walk you through each step. The steps are listed at the top of the pag...
Tue, 27 Dec, 2022 at 11:11 AM
What do I do on the Survey Info step of the Survey Wizard?
On the Survey Info tab, you must provide a name for the survey or poll. If this will be accessible only from within the software, you can check the box...
Tue, 27 Dec, 2022 at 12:20 PM
How do I save my survey info?
Once you have filled in all of the information, make sure you save your info. Look at the very bottom right corner of your screen. You will see a green bu...
Fri, 19 Mar, 2021 at 10:46 AM
What do I do on the Survey Settings step of the Survey Wizard?
The Survey Settings step allows you to set options specific to this survey, such as: Determining a start and end date for the survey. If you wish the surv...
Thu, 5 Jan, 2023 at 4:41 PM
Can I allow recipients to take this survey more than once?
Yes, a constituent can fill out the same survey multiple times. All of their responses will be saved and each survey will have a unique Submission ID.
Tue, 27 Dec, 2022 at 12:21 PM
Can I allow recipients to take this survey anonymously?
Yes, in the Survey Settings step of the Survey Wizard, there is a checkbox that says “Anonymous”. Checking this box will remove the recipients’ first name, ...
Fri, 19 Mar, 2021 at 10:49 AM
Can I choose when I want my survey to be active?
Yes, you can choose when your survey will start and when it will end. The start date will default to the current date & time. Select a date and time f...
Fri, 19 Mar, 2021 at 10:50 AM
Will my survey appear with all questions on one page or will each question be on its own page?
You can display your survey either way. There is an option on the Survey Settings step in the Survey Wizard called “Show survey on a single page”. If this...
Fri, 19 Mar, 2021 at 11:05 AM
How do I know when someone takes the survey?
On the Survey Settings step in the Survey Wizard, there is an option called “Notify when survey is submitted”. Once you check this box, you can enter up t...
Fri, 19 Mar, 2021 at 11:06 AM
How do I save the information I entered on the Survey Info page?
A. Once you have filled in all of the information, be sure you save your information. At the very bottom right corner of your screen, you will see a green b...
Fri, 19 Mar, 2021 at 11:07 AM