Just like Custom Fields added to registration or impact questions, you are able to create a form filled with custom fields for users to fill out and submit as responses. Having this ability will help your group, club, association, institution, or company to easily make assessments, collect, review and centralize all data tracking.
Subscription Note: Surveys are available to NPO users starting at the Give Joy tier and Higher Education users starting at the Department tier. To learn more, please visit the GivePulse Pricing Page.
This article will cover the following topics:
- Creating a Survey
- Managing a Survey
- Viewing & Exporting Survey Responses
- Editing a Survey
- Sharing a Survey
- Survey Creation Accessibility
Creating a Survey
Generating a survey is similar to appending custom fields to the events, membership requirements. The only difference is that instead of "registering" to event or applying to join a group, you are filling out a survey.
To create a survey, navigate to your group dashboard and select Surveys > Create Survey:
When creating a survey, you'll input survey details (title, description, etc. ) and add some additional settings, such as allowing guest users or anonymous responses.
Classic View:
New View:
After toggling settings, you can navigate to the 'Questions' tab to begin populating the survey with fields. You can pull existing saved fields from your group or create new fields if needed.
Note: Surveys can be created using skip logic - meaning that a user's previous responses can dictate the next fields they see. To set this up, select the 'Radiolist Group' option.
Classic View:
New View:
Managing a Survey
To manage existing surveys, navigate to 'Manage Surveys'. The next screen will display all surveys currently created within the group.
On the right side, under the Actions column, there are several actions you can complete to manage your surveys:
- Duplicate: Create a copy of the survey
- Invite: Send out the link to your survey through GivePulse
- Edit: Change survey details or questions
- Delete: Delete the survey
- Message Respondents: Send a message through GivePulse to those that have taken your survey
- Export Responses: Export survey responses
- View Responses: You can view your responses here. Any questions with multiple choice or binary response will be aggregated and presented in graphs for you. At the bottom of the page, you can click on each responder's name to view all of their individual survey responses.
Click here to learn read a more in-depth article on managing survey responses.
Viewing & Exporting Survey Responses
To view responses to an existing survey, click on the survey you want to view the responses for. The new screen will be the survey management page.
On this page, you can click the blue 'Actions' button to export responses into a CSV file.
You can also scroll down to see responders and use the actions dropdown to view individual responses.
Additionally, you can click Charts to see automatically generated charts and graphs of responses to your survey questions, or Summary Charts to see data pertaining to when surveys were submitted, survey status, and more.
Editing a Survey
In the event you want to make edits to a survey after it's been created, you can navigate back to the 'Manage Surveys' tab to do this.
Surveys can be edited by clicking 'Edit' in the actions dropdown menu for a specific survey.
Another option to edit a survey is to open the dashboard of the specific survey you want to edit by clicking it's name in the list.
From here, you can click on the blue actions dropdown and select "edit survey"
Sharing a Survey
You can share your survey from this page by selecting the actions dropdown menu and clicking “Invite.”
You can also click a specific survey’s title to access its management page.
From here you can invite people to take the survey by using the shareable link as well as invite survey takers from the blue action dropdown menu.
When creating a survey invitation you can create an invitation title and choose the following sharing options:
- Manually Share
- Invite Members from a Group
- Invite all from a Group
- Invite Users from an Event
Survey Creation Accessibility
Our form builder supports adding fields via keyboard shortcuts that are compatible with JAWs screen readers. Tab over to the relevant field and hit enter to add a field to the form. Tabbing and clicking enter will automatically add the field to the bottom of the form.
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