Creating a Call Survey

Get volunteers started on making calls by creating call surveys. This guide discusses the steps involved to build a survey and customize it to your needs. Call survey creation involves the following actions:

The i360 Training Center has a comprehensive training available on Call Surveys. Please review this link for a full walk-through or refer to the rest of this guide for supplemental resources.
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The next chapter of this picks up under 'Building a Script Video'.
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Surveys can be accessed from the left sidebar by hovering over ‘Field’ and selecting ‘Surveys.’

Select ‘Create Survey’ from the bottom right to start survey creation. This will open a side panel to enter the following details:

An audience is a group of individuals you are planning to target in your survey. Building an audience begins in Search or Contacts Management. If you have already saved a group in either tool, they should appear in the list on this page.

If you do not already have an audience created, select ‘New Audience.’ This will take you away from the survey creator but will ask you to save your progress. Please review the following guide(s) for more information on creating your audience: Build an Audience

Once an audience is selected, the following options will appear on the right:

The settings page enables you to customize items like the recycling and duration of your survey. On this page, you can enable Dynamic Scripting, set up Caller ID, add a Voicemail Script, etc.
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Script building is a key step in creating a call survey as it gives volunteers a guide of what to say when talking to voters. As voters interact, volunteers input responses based on the options you provide. Refer to this data to track details like issue support, involvement opportunities, or anything else you'd like to know. We highly encourage you to review our document on Building a Script for step-by-step guidance on this section.

On the assign volunteers page, select the volunteers you would like to assign to the survey by selecting the checkboxes next to their names. At the bottom left of the page, click ‘Assign to Survey’ to add them. Alternatively, select ‘Unassign From Survey’ if you would like to remove volunteers.

View volunteers that you have assigned by toggling from ‘All’ to ‘Assigned’ at the top right of the volunteer workspace.

If you do not already have volunteers created, please refer to our guide on Volunteer Creation for more information.
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The confirmation page provides a summary of the script and options you selected for your survey. Select the pencil icon to make quick changes. At any time, you can go back and forth between pages by selecting ‘Back/Next’ in the bottom action bar OR by navigating the 1-5 bar at the top of the survey creation page. When happy with your survey, select ‘Publish.’
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Survey publishing times may vary depending on the number of targets and overall survey creation volume. Please note that your targets started processing prior to publishing, which should improve waiting time. We often see publishing times between 2-4 hours. If your wait time exceeds 4 hours, please contact support@i-360.com.

Additionally, once a survey is published, most changes are not permitted to preserve data. Exceptions to this include:

How to Start Making Calls

Tracking Volunteer Progress

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