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Overview
The Survey Manager allows you to create and distribute surveys to your membership. The following questions can be used for surveys:
Use Case(s) Clubs looking to gain feedback or additional information from members within the website. |
Video
This video provides an overview of how to use the Axis tool functionality for the Survey Manager.
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| Total Video (Length) | 5:57 | |||
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| Accessing Survey Manager | 0:16 | Survey Distribution | 3:03 | |
| Adding a New Survey | 0:32 | Survey Reporting | 4:01 | |
| Survey Options | 0:54 | Exporting Survey Results | 4:39 | |
| Adding Questions | 1:23 | Deleting Surveys | 5:18 | |
| Preview Survey | 2:53 |
Content
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Accessing Survey Manager
Hover over the Admin Bar, click Surveys under Communication.
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Note: The layout of where the Survey Manager is located may be slightly different based on club, but functionality is the same.
Creating a Survey
To create a new survey, select the “Click here to add new survey” link, and then enter a name for the survey and description.
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Click the Edit Introduction button to launch the Axis Editor.
In the Axis Editor, you may add text and imagery. Save once complete.
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Click the Edit Confirmation button to launch the Axis Editor. The Confirmation message will appear once a member has filled out and submitted their Survey.
Adding Questions
Next, you may start Adding Questions to the survey.
The Survey consists of 3 types of questions:
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Click the Save button when finished.
Question Organization
You can reorder questions by entering the question number you would like it to be, while also changing the number of the question it will be replacing.
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Once changes are complete, you can click “Save Survey” to save your changes.
Previewing Survey
You can preview your survey by clicking the “Preview Survey” button before distributing the survey.
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This will pull the survey as it will show to members.
Distributing Surveys
Click the “Distribution” tab to set up distribution.
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You will now be taken to the Blast Email Module where you may select recipients and compose an email. The Survey will attach to the bottom of the email automatically.
Viewing Results
Once the Survey is sent out and completed by your members, you can go back to the Survey Manager to view the results.
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You can select the “Show Graph” link to view a chart of the results.
Graph Results:
Exporting Results
You can also export survey results by clicking the button under the distribution select drop down on the Survey Results page. You can then select what details about the member you would like to include in the export. Next, select your Export Type:
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Then click the Export button and a .CSV file will be downloaded and can be opened in Excel.
FAQs
Q: My survey is anonymous, can I change that?
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A: Members are required to log in to the site because surveys cannot be accessed by the public. While the results from the survey will be anonymous, whether or not they have completed the survey will still be tracked.
Best Practices
- Surveys are often more effective if made anonymous, so members can answer more honestly.
- Try to keep surveys short, which will encourage members to take surveys. Longer surveys are time consuming and can be cumbersome, which can deter members from filling them out.
Downloadable Guide
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