When creating a survey for the first time, you can set some basic parameters, such as the name, open and close dates, and which managers to notify when a respondent completes the Survey.
In this article, we will discuss the options available when setting up your Survey.
Setting up the Survey:
To set up the Survey, follow these instructions:
Go to Communication > Surveys > New Survey.
Enter the following details:
Name: Add a name for easy recognition of your Survey. Note: Your members and guests can also see the survey name.
Open & Cose Dates: Set the date and time for the Survey to open and close automatically.
If you would like a manager(s) or multiple managers to receive a notification when someone completes a survey, select "Notify Managers by email when respondent completes survey." Then, choose which managers should receive an email.
Click "Save," and you will be taken to the survey design page. For more details, Click Here.
Editing The Survey Setting:
If you need to make any adjustments to the Survey settings (i.e., name, open/close dates, staff notifications), follow these instructions:
Go to Communications > Survey.
Select the "Action" dropdown menu for the Survey you need to edit.
Click "Survey Settings."
Make the necessary changes to the Survey setting.
Click "Save" to apply your settings.