Help Pop-up for Surveys

Contents

View Surveys

Survey Name
The name of the survey for your internal use. This can be different from the Survey Title seen by others.

Status
The status shown here will be Draft, Live, or Closed.

As of…
The Activate button for this survey or the date and time when survey was activated (and Status changed to Live) or deactivated (and Status changed to Closed).

Actions

  • info.gif – Survey Information – Information about this survey including links
  • clone.gif – Duplicate Survey – Make a copy of your survey
  • archive.gif – Activate Survey – Activates survey, changes Status to Live
  • archive.d.gif – Close Survey – Deactivates survey, changes Status to Closed
  • preview.gif – Preview Survey – Preview survey to check your work
  • drop.gif – Delete Survey – Delete survey

Preview
Once you’ve finished adding questions and choices to your survey, you can view your survey by clicking Preview near the Save and Add Question buttons on the Survey Editor page or using the Preview icon on the View Surveys page. By clicking Preview, you will see your survey as your subscribers will view it.

You can close the Preview, edit survey options, save the options, add and edit questions and return to the Preview until your survey is exactly how you want it.

Activate
Once you’ve fine tuned the survey, it’s time to make the survey live. Do this by clicking on More Features > Surveys in the menu bar. Here you should see the survey you just created listed below. Its status should say Draft at this point. Make the survey live by clicking either the Activate button to the right of the survey name, or the folder in the Actions column. Keep in mind that once a survey has been activated, you may no longer edit survey questions!

Close
To close a survey and prevent any more responses, click the folder again. This should set the status field to Closed. You may reopen the survey at anytime by clicking the folder again.


Survey Editor

Survey Status
The status ranges from Not Saved to Draft to Live to Closed. You can change the status on the main View Surveys page.

Survey Name
This is used for your reference only.

Survey Title
This will appear at the top of the survey.

Survey Type
Choose either Public or Private. Select Public for anyone to be able to take the survey. Select Private and only current subscribers will be able to participate.

Introduction
The introduction paragraph will appear at the top of the survey below the title.

Completion Page
Enter the address of a web page to be shown when survey is completed. If you leave this blank, a generic “Thank You” page will be shown instead.

Style Options
Choose your font and background colors.

Save & Continue

  • Save – to save your survey and continue editing.
  • Preview – to preview how the survey will look to the user. This option is disabled until after the survey has been saved at least once.

Questions

  • Add Question – to add a new question to the survey. You may have up to fifty (50) questions per survey. This option is not shown until after the survey has been saved at least once.

Survey Logo
The default logo or banner for your survey is the Account Logo under My Account > Settings > Member Profile. Once a survey is saved, you can upload a new Survey Logo if you wish. This step is entirely optional.

You may upload a logo or banner to appear at the top of each survey or you can use the default logo or banner image for your account. To change the default header logo, click Settings at the top right under Control Panel text or go to My Account > Settings. On the Settings page, click Member Profile section and Upload under Account Logo. The new image will then appear at the top of the survey. If you do not upload an image Account Logo, the survey will use the text entered in the Organization Name field instead.

Add Question

Question Text
This is the wording of the question that will appear above the response area.

Question Type
This controls the form of responses allowed for this question.

  • Text Field – for questions that require a short text response.
  • Text Area – for questions that require a long text response.
  • Checkbox – for questions with multiple choice answers and that any number of answers can be selected.
  • Radio Button – for questions that have multiple choices in which only one answer can be selected.
  • Dropdown – for questions that have multiple choices in which only one answer can be selected.
  • Multi-Select – for questions that have multiple choices where multiple answers can be selected.
  • None – to add a block of text explaining something to the person filling out the survey, use this option.

Edit Question

Manage Choices
Some questions allow more than one answer.

If you choose Checkbox, Radio Button, Dropdown or Multi-Select question type, you will be able to add response options using Manage Choices.

You may offer up to 10 choices, plus Other for the user to fill in their own answer. Enter your questions and click the Save Choices button.

You can edit your choices by returning to this page with the Manage Choices button.

Edit Question Text
Alter survey question text.

Change Question Type
Change the input format for survey question.

Creating Survey Links

While your survey is set to status Live, click the Info icon (i) under the Actions column. This will give you some basic information about your survey, as well as links to access it. Copy/Paste the Live Link URL wherever you need. Use the Newsletter Link to add a link to your survey in an email. You can add the URL of your survey on your website, send a link in your newsletter.

For public surveys, you can use the Survey Link Builder by clicking on the Create Link for Survey button under My Quick Links and selecting from the options available on the page.

Once you’ve placed your links on your website and in your email newsletter, you’re Done! Now it’s time to send out survey invitation, wait for responses, and check the survey reports.

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