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Surveys: Collecting Information for Assessment

GivePulse Team
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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

Generating a survey is similar to appending custom fields to events or membership requirements. The only difference is that instead of registering to an 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 configure additional settings such as allowing guest users or anonymous responses.

Survey settings

After toggling settings, 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.

Survey questions tab

GivePulse Pro Tip: Surveys support skip logic. Learn more about skip logic workflows.

Managing a Survey

To manage existing surveys, navigate to Manage Surveys. This page displays all surveys currently created within the group.

Manage Surveys list

Under the Actions column, you can:

  • Duplicate: Create a copy of the survey
  • Invite: Send out the link to your survey
  • Edit: Change survey details or questions
  • Delete: Delete the survey
  • Message Respondents: Message users who completed the survey
  • Export Responses: Export survey responses
  • View Responses: View aggregated charts or individual responses

The image shows the Manage Surveys grid. A highlighted dropdown menu appears within the Action column, displaying the various actions available to administrators for managing surveys. The Action column is located on the far right side of the grid and is always visible as the last column. The highlighted dropdown indicates where administrators can access survey management options.

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 review. This opens the survey management page.

From here, click the blue Actions button to export responses as a CSV file.

The image shows the Survey Responses page with a navy blue Action button located in the upper-right corner. A red box highlights the Action button, indicating where administrators can access additional options for managing survey data. When the Action button is selected, a dropdown menu appears. A second red box highlights the Export Responses option within the dropdown menu, indicating where administrators can export survey response data.

You can also scroll down to view individual responders and use the actions dropdown to review each response.

Individual responses

Use Charts or Summary Charts to view aggregated data and submission trends.

Survey charts

Editing a Survey

To edit a survey after it has been created, return to Manage Surveys and select Edit from the actions dropdown.

Edit survey

You can also open a survey directly by clicking its title and selecting Edit Survey.

Edit from survey dashboard

Duplicating a Survey

Surveys can be duplicated for reuse. Navigate to Manage Surveys and select Duplicate.

Alt text: The image shows the survey management panel with a red box highlighting the Duplicate button located in the left-hand navigation menu. The red box draws attention to the button that administrators can select to duplicate the survey.

Choose whether to reuse existing fields or create copies of each field, then follow the survey creation steps.

A dialog box is displayed after selecting the option to duplicate a survey. The dialog asks, “Do you want to use the existing saved fields, or create copies of each field?” A dropdown menu is highlighted with a red box, showing two available options: “Reuse existing saved fields” and “Create copies of each field.” The highlighted dropdown indicates where the administrator can choose how custom fields will be handled during the survey duplication process.

GivePulse tip: Read this article for more information on the difference between copying and re-using existing saved fields. 

Sharing a Survey

Surveys can be shared by selecting Invite from the actions dropdown or by opening the survey’s management page.

Sharing options include:

  • Manually Share
  • Invite Members from a Group
  • Invite All Members from a Group
  • Invite Users from an Event

Use the Shareable Link:

Invite people to take this survey using the provided shareable link from the box in Responses or Invites pages.
 

The image shows where the survey's shareable link can be found within the Survey Admin Panel. On the left side of the page, the Responses tab is highlighted with a red circle. An arrow points from the Responses tab to the survey's shareable link, indicating that admins should navigate to the Responses tab to access survey responses and locate the shareable link. To share the survey, hover over the link and click to automatically copy it. Admins can also select the Preview button located next to the link to view the survey as it will appear to end users.

Survey Creation Accessibility

The form builder supports keyboard shortcuts compatible with JAWS screen readers. Tab to a field and press Enter to add it to the survey. Fields are added automatically to the bottom of the form.

If you have any questions, please Submit a Support Ticket .

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