Please Note: The layout of where the Survey Manager is located may be slightly different based on club, but functionality is the same.
Create New Survey
Under the tab Survey Listing and Reports, select Click here to add new survey and enter a Name for the survey and Description. This will launch the Edit Survey screen.
Here you can add the following details: Name, Description, Start Date, End Date, and Make Anonymous.
Click Save Survey.
Click Edit Introductionto launch the editor and add additional information on the survey. In the editor, you may add text and imagery.
Save once complete.
Click Edit Confirmationto configure a confirmation message that will appear once a member hasfilled out and submitted the survey.
Click Click here to send this survey to a new group of users.
This opens the Blast Email Module where you may select recipients and compose an email. The survey will attach to the bottom of the email automatically.
View Survey Results
Within Survey Manager, find the name of the applicable survey.
Within the Available Directory Fields, select the fields/columns you would like to include in the export.
Click the right arrow to move fields over to the Included Directory Fields window.
Select the Export Type: Classic, One Record Per Line, Choices Ungrouped, One Record Per Line, Choices Grouped
Optional: Click the checkbox to Show Header Text Questions. (This is excluded by default).
Click Export.
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.
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.