HOW TO CREATE AND DISTRIBUTE A SURVEY
Use this guide to assist with building a survey using the Survey Builder feature on your ENGAGE Platform.
- Start by going to Survey Builder in My Toolbox. My Toolbox > Survey Builder
- In the Survey Builder page, to the right, click to open CREATE.
- In the New Survey page, in the Details section, please read and select the appropriate check boxes that will apply to the survey. Also, be sure to give the survey a good name or description.
On the same page, click the ADD QUESTION button to start creating the question / answer structure of your survey. You can build questions on top of questions. Please take note of the different Data Types and Options as you create your survey. You can reorder the questions.
*There is a 250-character limit per survey you create.
Once you are complete with adding your survey, click the SAVE button in the upper right. You
also have the ability to RESET the survey to start over, if you wish.
When you click SAVE, this will then take you back to the Survey Builder page and you will see
similar to this.
Click Distribute. This will present a question to you, click Yes to confirm you want the survey
sent to communications to be set up for distribution.
When you click Yes, this will open the Drafts and Past Communications page.
Click to open CREATE to the right.
When you click CREATE, this will open the Create Communications page. In the Channel/Content, you will check the checkbox for Survey. Notice the requirements: Title, Distribution List, Survey and Expiration Date. Your Organization will be selected by default. Give the new communications a Title/Description. Select the Distribution List you wish to send the survey out to. Select the survey you just built in Survey Builder and give the survey an expiration date. Then, click CREATE in the lower bottom to the right.
When you click CREATE, this will open the communications page to add the Sender E-mail address. If you wish you can add your account as the sender. Click NEXT.
You can change the Sender Display Name to a how the Sender information is displayed.
When you click NEXT, you have the option to go ahead and SEND or you can click NEXT to verify the Recipients. You can also schedule your communication to go out at a specific date and time.
When you click NEXT, this will list all the members you have included from the Distribution List you previously set. From here, you do have the option to specifically Exclude members from the survey.
At the bottom, you can hit SEND. This will then execute, and SMART will send out the Survey
through the Communications feature to the members you specified.
To check the Status of the survey, click the STATS link.
To review the results of the survey, go back to Survey Builder under My Toolbox. Click to highlight the survey, click DETAILS > at the bottom. The results will tell you who you sent the survey out to, the number of questions and that it was distributed.
