Website - Getting Started

Overview

Video

This video provides an overview of how to use the tool functionality for the Survey Manager.

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

Content

Accessing Survey Manager

Hover over the Admin Bar, click Surveys under Communication.

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.

This will launch the Edit Survey screen.

Here you can add:

1. 1. Name
   2. Description
   3. Start Date
   4. End Date
   5. Make Anonymous

Click Save Survey to continue.

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

You may add an Introduction Header to the Survey with any additional information on the Survey.

Click the Edit Introduction button to launch the Editor.

In the Editor, you may add text and imagery. Save once complete.

Click the Edit Confirmation button to launch the 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:

• • Multiple Choice
  • True/False
  • Text Questions

To Add a Multiple Choice Question, click the Add Multiple Choice button.

 Multiple Choice questions allow you to enter up to 5 answers and offer the ability to select more than one answer by checking the corresponding check box below the question text.

 If you need to have more than 5 answers for a multiple choice question, you can save the question with the first 5, and then you can select the link to add more answers.

 Click Save once finished.

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

 True/False only allow you to enter question text.

 Click Save when finished.

 To Add Text, click the Add Text button.

 Add Text only allows you to enter question text.

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.

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

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.

This will pull the survey as it will show to members.

Distributing Surveys

Click the “Distribution” tab to set up distribution.

Next, click the “Click here to send this survey to a new group of users” link.

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.

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

You can then view the results.

Click on each question to receive detailed results for each.

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:

• • Classic
  • One Record Per Line, Choices Ungrouped
  • One Record Per Line, Choices Grouped

You can also select the “Show Header Text Questions” checkbox if this information is relevant. They are excluded by default.

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?

A: Yes, whether or not a survey is anonymous can be changed after it has been created and distributed, but you will need to reach out to your Support Team to have this change implemented

Q: Can my survey be displayed on a page, rather than sent in an email?

A: Yes! This can be done. You will need to reach out to your Support Team to create this distribution for you.

Q: Can my survey be open to the public?

A: No.

Q: Can users take the survey multiple times?

A: No. A user can fill out the survey for a second time, but their results will not be recorded or overwritten.

Q: Why are members required to log in to the site even if the survey is anonymous?

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

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

Surveys

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