From your main page, visit the Surveys section on the left and click the Create Survey button. The survey is composed of five pages. Click on each topic to learn more about it.
Click the images to enlarge.
1. Overview
The image below shows the Overview page of the survey feature.
Here, you can set up your survey through the following elements:
Survey title: Give your survey a unique and descriptive name.
Languages: add and configure the languages available to your survey respondents, allowing you to manually enter different translations (see image below). Read this article for more information.
Logo: show off your organization's logo on survey invitations and landing pages.
Question counters: automatically number your questions
Deadline: this disables the survey after a specific date indicated to respondents in your invitation email.
Public: generates a link which you can share with your survey respondents so they can answer your survey
Anonymous: protect your respondents’ privacy
Duplicate: create a duplicate of your survey so that you may send different versions to your different groups of respondents
Export survey responses: download the survey responses to your laptop/desktop
Delete survey: click this option if you want to delete the survey.
Once you’re ready, click Create New Survey . You can come back and revisit your settings anytime.
2. Design
The Design page allows you to enter your survey questions. There are several options for question types. You can create headers, sub-headers, and section breaks to improve the flow and look of your survey.
Find out more about designing a survey in the next section, and the question elements here.
Each question is also equipped with a Settings function which includes conditional logic, setting minimum and maximum answers, making a question mandatory, including other option, allowing file attachment and many more depending on the question type.
You can also further customize your survey by adding tags for instant data analysis
3. Preview
The Preview page allows users to check how the survey will look on both a desktop and mobile screen.
Tip: Try to keep your questions short and use section breaks for the best experience across all platforms!
4. Share
Here, you can:
Set a deadline
Set responses to anonymous
Create a survey series
Create a survey URL that can be shared with survey respondents
Add individual contacts or import from your existing lists
See information such as the number of respondents who completed and have not completed, those who have not started and are in progress, and those who have not received yet the survey (not notified).
The image below shows the
Sharepage of the survey:
Below is how your survey invitation will look on the respondent's end.
5. Responses
The Responses page enlists all survey respondents who received the survey. It shows key information such as the number of survey recipients, the number of respondents who have completed or are still working on the survey; those who have not completed yet the survey; and the overall submission rate.
Once responses come in you will be able to review them and any associated tags in detail. Here you can also tag any responses for analysis.
For grant-based projects, ensure that your survey respondents are linked to associated grantees or grants (the ones transferred to Project Data page) by clicking the person icon so you can chart the tags attached to the survey answers.
6. Analysis
The Analysis page shows the results per question. Here you can visualize both the responses and the tags.
Find about more about how you can design your survey, including our best practice tips, during our webinar. You may also be interested in these other articles about Surveys:
If you need assistance, please reach out to our client team who can help you with particular issues. We will soon start hosting webinars around common survey topics, so check out this page to sign up for the next one, and subscribe to our newsletter for more information!