Using Surveys

To use the Surveys feature, log in to the Admin portal and select Surveys from the Boards/Committees menu item in the top nav bar.

Click “Create Survey” and begin by filling out the “Survey title” and “Date required by” required fields in the Details tab.

Select the “Users” tab and select the users that you wish to send out this survey to.

Note that only users who have not submitted responses to the survey can be removed from the survey.

Select the “Edit Survey” tab and Drag and Drop survey components into the survey list.

Fill out the required fields for each survey component.

To edit the Title/Description or values of a survey component, simply click the field you wish to edit.

You may drag and drop to reorder the survey components by using the drag handle on the left of each component.

You may prefer to reorder the components using the “Reorder components” mode which will make each component smaller in size and thus easier to re-order.

Click the “Preview” tab to view what the survey will look like to the selected users.

Click the “Settings” tab if you wish to enable notifications when the survey is sent out or responses are submitted.

Click the “Publish” button in the top right corner to send out your survey to the selected users.
Once a survey has been published, it cannot be edited.

Click the “Save” button in the top right corner if you wish to continue to make changes to the survey at a later date.