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.
Clicking on a survey tile will bring up the survey as well as options to edit and share the survey with participants under "Actions."
Creating a New Survey
1. Click +Create Survey in the top right-hand corner.
2. Fill out the required fields and click the +New Question box to create a new question on your survey and add the necessary details.
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.
Example: You want one of your questions to capture the name of the participant. Forward to "Name" and the participant's name will auto-populate as the answer.
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.
7. When you have completed your survey, click Create Survey at the bottom right-hand corner of the screen and navigate back to Surveys.
7. Your new survey will be visible under Active Surveys.
Using Your New Survey
To learn how to use your survey, check out How to Share a Survey with a Participant