General
In the surveys module, it is possible to create different surveys that can be sent to users via email or during mass event registrations. This guide explains how you create a new survey entity in the Survey module. More details on how to make edits to the survey can be found in the Survey editor instructions. Instructions for surveys made specifically for mass events can be found in the guide Mass Event Surveys. For instructions on how to send the survey using email, check the instructions Linking survey to email.
Start
A new survey can be created by going to the Survey module and pressing the New button. At a minimum, the survey requires the name and responsible person. However, your system may have more required fields since this can be controlled via settings. After the required information is filled in, the user can press the Save button and the empty survey template is created.
Quick Start Guide
- Go to the survey module and press New.
- Fill in the form and press Save.
- Open the survey and select the Module tool button.
- Choose Add/update survey.
- Enter wanted questions and press Save.
- Add the survey to the wanted email template by using the link type: survey
Setting up the survey
To begin creating the survey, navigate to the Survey module and press the new button. Then you must fill out the survey information on the form that opens in a new popup window and press save. You can always click the full screen mode button to fill in more information in advance. Available fields and required fields depend on your system settings. When you are done, press Save and the entity card for the survey is ready.
Creating and editing the survey
Next, it is time to navigate to the survey itself by clicking it on the list view. Pressing the edit button will allow you to edit the information in the entity card that you gave to the survey in the previous step. We have only created the survey entity card at this point, so there is no actual survey to be sent out yet. All changes to the survey are done through the same function, so when you want to add or modify the survey, use the module tool button and select Add/update survey.
Now you enter the survey editor, where you can make multiple types of different surveys from questionnaires to quizzes. So just add your questions, press save and share the survey. For more details about adding questions and editing the survey, check the guide Survey editor.
Surveys – Frequently Asked Questions
Can I edit the style of the survey?
In the survey Theme settings, you can edit multiple style settings like fonts, backgrounds, etc..
Does the survey scale for mobile devices?
Yes, the survey will scale for mobile use, and you can use the preview settings to check how it will look on different devices.
Can I use a template when creating a survey?
Survey Editor has a few ready-made theme templates for easy-to-use layout settings. You can also make a survey you like and then copy it by using a module tool [insert link]. It is also possible to order a special template made by us for you by contacting our support.
Can I edit the survey after it has already been sent?
Editing the survey is always possible on the surface level, assuring that respondents will get perfect survey. This means that question title and answers visible to receivers can be edited at any time. However to avoid logical errors the values related to question and its answers will be locked from edits after there has been at least one answer to the survey.
How many times users can answer the same survey?
Survey answers are limited to one per sent link to automatically prevent multiple answers for the same survey. If there is a need to receive multiple answers from the same person, using a new email with the survey link does the trick.
Can I edit the survey answers tab to organise the answer data the way I want?
The Survey Responses tab only allows you to view the responses and organise them by date. However, you can always use the Excel export feature to get the answers into the Excel spreadsheet where you can sort, organise and edit them as you wish.
Is it possible to see the answers in the form of graphs?
Where possible, the Survey Responses tab will display the responses to the question using a doughnut or bar graph. This feature is available for all fixed answer question types, but not for open-ended questions such as text answers.
Take the Quiz
Glossary
- Entity Card
- Information view of a single entity, e.g., Survey card.
- List view
- Displays the list of records that belong to the selected entity type in the CRM. This view is used to search, group, and filter records according to selected criteria.
- Required Field
- Information fields that must be filled out in order to create any entity, dictated by system settings.