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Create and manage surveys

You can create and allocate surveys to a team member or a user group.

Andreea Nicoara avatar
Written by Andreea Nicoara
Updated this week

Access survey editor

To add surveys and to use the Survey Editor please follow the steps below:

📌Note: You need specific permission to access the Survey Editor. In case you don't have it, address this to your Head Office.

  1. Login to your campus.

  2. Click the Surveys widget.

  3. Click Editor.


Create a new survey

To create a new survey follow the steps below:

  1. Click Editor then click New Survey.

    • Enter title and description of your survey.

  2. Select if your survey is:

    • Splash Survey: Upon login, a splash survey automatically appears for all assigned users.

    • Normal Survey: Can be completed by any assigned user by accessing the survey section of the platform.

  3. Click Create with AI or click Create manually.

  4. Enter survey start and end date.

    • Tick toggle to make the survey active.


Add a section to your survey

To add a section to your survey follow the steps below:

  1. Login to campus.

  2. Click the Survey widget.

  3. Click Editor then select the survey.

  4. Click Add section, then add a title and description.

  5. Select survey Start Date and survey End Date.

  6. Click Save on top page.


Add a question to a section of your survey

To add a question to the section of your survey follow the steps below:

  1. Click Editor.

  2. Click the survey you wish to add questions to.

  3. Click the section of the survey you wish to add questions to.

  4. Click Add Question and select the type of questions you want to add

    • Text.

    • Multiple choice with single answer.

    • Multiple choice with multiple answers.

    • Drop down.

  5. Click Text as for our example.

  6. Enter a Title for your question and the Max Characters allowed to be submitted within the answer of the question.

  7. In the upper right corner select if your question is Mandatory.

  8. Once you have finished creating your question, click Save.


Survey allocation

To allocate a survey to users follow the steps below:

  1. Login to campus.

  2. Click the Survey widget.

  3. Click Editor then select the survey you wish to assign

  4. Click Allocate.

    • When assigning a survey you have the option to allocate to a team member or a group of users.

  5. Click Add Team Member.

  6. Search for the name of the user you wish to allocate the survey.

  7. Click Confirm.


Manage assignment once a survey is created

To manage assignment once a survey has been created follow the steps below:

  1. Login to campus.

  2. Click the Survey widget, then click Editor.

  3. Click the three dots next to it.

  4. Click Who Can See This.

    • In the manage allocation section you can search for any users who have the survey allocated to them.

    • Once you've located the user you wish to edit, click the three dots next to their profile.

      • You can make the survey inactive by clicking the toggle.

      • Remove the survey.


Download survey report from console

📌Note: If you can’t see the Download Report option, you don’t have the required permission. For further support, use the Access Digital Assistant and request permission.

To download a survey report, please follow the steps below:

  1. Login to campus.

  2. Click the Survey widget, then click Editor.

  3. Click the three dots next to it then select Download Report.

    • Your report will begin to download automatically.

Access the downloaded file in your browser

To locate your download, follow the steps below:

  1. Click the three dots in the top-right corner of your browser.

  2. Select Downloads from the menu.

  3. Locate your downloaded survey report in the list and click to open it.

🤓Tip: You can also press Ctrl + J for Windows or Command + Option + L for Mac to open the downloads page quickly.

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