1. Login to the Staff Portal.
2. Move your mouse toward the left-hand menu.
3. Click on Surveys.
Survey Manager
The Surveys tab will provide a full list of surveys that are currently in use within your organization.
Click the arrow to the right-hand side of the survey which will expand to show each survey question alongside the type of response that will be accepted.
You can click the 3 dots on the right-hand side of the survey to edit, send, assign, copy, export, or archive.
Creating a New Survey
1. Click +New Survey in the top right-hand corner.
2. A new panel will appear on your screen.
3. Complete the required fields:
Enter the title of the survey.
Click the +New Question box to create a new question on your survey.
Use the drop-down menu to select the Answer Type (manual text entry, multiple choice-select one, multiple choice-select all that apply, date, info).
If you select Multiple Choice, you will be prompted to enter all possible answers. Type one answer in the Response text box, then choose check mark. Repeat until all possible responses have been entered.
4. If the survey answer corresponds with a profile detail, you can choose to Forward the answer to the participant profile and it will be automatically filled in when the participant answers the survey.
The Survey Responses must be the exact same as the profile to Forward to the participant profile.
Please note that a survey question must match the profile drop-down menu in order to auto-populate.
Example: In the participant profile the gender options available are:
Male
Female
Transgender
Non-Binary
Other
Prefer not to share
This means that any selectable multiple-choice option MUST be one of the prompts above, as other prompts would not forward correctly.
5. Once a survey question, answer type, responses, and "forward to" (if applicable) are entered, click Save, then +New Question to add additional questions. Repeat until all survey questions, answer types, and responses are entered.
If you need to delete a question, click the three dots in the bottom right of the question card and select Delete Question.
6. When you have completed your survey, click Save on all question cards, and navigate back to Surveys.
7. Your new survey will be visible under the Survey Manager.
Using Your New Survey
To learn how to use your survey, check out How to Share a Survey with a Participant