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Video

This video provides an overview of how to use the Axis tool functionality to Cross Market.

Note: Sections of the video have been referenced below with corresponding times in the video for ease of access

Total Video (Length)    
 0:18  3:32
 1:23  4:02
 1:55 Editing Online Member Statements4:57
Editing Event Notifications2:05   

 

 

Content

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excludeAxis - Cross Marketing

 

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The following questions can be used for surveys:

  • Multiple choice
  • Multiple select
  • Fill in the blank
  • True/False

Use Case(s)

Clubs looking to gain feedback or additional information from members within the website.


Access Survey Manager

Hover over the Admin Bar, click Surveys under Communication.

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Please 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

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Create New Survey

  1. Under the tab Survey Listing and Reports, select Click here to add new

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  1. survey and

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  1. enter a

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  1. Name for the survey and

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  1. Description.

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  1. This will launch the Edit Survey screen.

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  1. Here you can add the following details:

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  1. Name

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  1. , Description

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  1. , Start Date

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  1. , End Date

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  1. , and Make Anonymous.

  2. Click Save Survey

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This will take you to the Edit Survey page where you may add content to the survey.

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  1. Click Edit Introductionto launch the editor and add additional information on the

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Click the Edit Introduction button to launch the Axis Editor.

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  1. survey. In the editor, you may add text and imagery.

  2. Save once complete.

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  1. Click

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  1. to configure a confirmation message that will appear once a member hasfilled out and submitted

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  1. the survey.

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Adding Questions

Add Questions

  1. Select the type of question to add to the survey.

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The Survey consists of 3 types of questions:

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  1. The are 3 question types available: Multiple Choice, True/False

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      • Click Add Multiple Choice

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      •  

      • Enter up to 5 answers

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      • .

      • Optional: Check the box to Allow user to select more than one answer

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      • .

      • Click Save.

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      • If

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      • more

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 Click Save once finished.

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 To Add True/False, click the True/False button.

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      • answers are needed, click Add More Answers. 

    •  True/False

      • Click Add True/False

      • Enter the question text.

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      • Click Save

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      •  

      • Enter the question text.

      • Click

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      • Save

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      • .

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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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From here, you may also Remove Questions by click Remove Question; or Delete the entire Survey.

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Once changes are complete, you can click “Save Survey” to save your changes.

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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.

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Distributing Surveys

Click the Distribution” tab to set up distribution.

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  1. Once all questions have been added, there are options to reorder, remove, or delete.

  2. Click Save Survey once all changes are complete.

Preview Survey

Preview the survey by clicking Preview Survey before distributing to see from a members perspective how this will appear.

Distribute Survey

  1. Navigate to the Distributiontab.

  2. Click Click here to send this survey to a new group of

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  1. users.

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  1. This opens the Blast Email Module where you may select recipients and compose an email. The

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  1. survey will attach to the bottom of the email automatically.

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View Survey Results

Once the Survey is sent out and completed by your members, you can go back to the Survey Manager to view the results.

In the Survey Manager, click the image of the bar chart, and then select your distribution or all distributions.

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  1. Within Survey Manager, find the name of the applicable survey.

  2. Click the bar chart in the Results column.

  3. Within the drop down, select either Your Distribution or All Distributions to view the results.

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  1. Click on each question to receive detailed results

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  1. Select Show Graph to view achart of the results.

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Export Survey Results

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Exporting Results

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  1. Click Export Survey Results.

  2. Within the Available Directory Fields, select the fields/columns you would like to include in the export.

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  1. Click the right arrow to move fields over to the Included Directory Fields window.

  2. Select the Export Type:

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  1. Classic

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  1. , One Record Per Line, Choices Ungrouped

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  1. , One Record Per Line, Choices Grouped

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  1. Optional: Click the checkbox to Show Header Text Questions. (This is excluded by default).

Then click the Export button and a .CSV file will be downloaded and can be opened in Excel.

 

 

FAQs

 

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  1. Click Export.

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Best Practices

  1. Surveys are often more effective if made anonymous, so members can answer more honestly.
  2. 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

Axis Surveys

Back to Getting Started

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