How to Create a Survey
Surveys are a convenient way to collect information from participants in your program.
Navigation
Login to the Staff Portal
Move your mouse toward the left-hand navigation bar
You'll see links that show the following options
Organization
Chat
Candidates
Resources
Surveys
Click on Surveys
Survey Manager
The Surveys tab will provide a full list of surveys that are currently in use within your organization's instance of RiseKit.
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.
Expanded Survey View
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
Creating a new survey is incredibly easy with RiseKit, and the best part is that over time it will become even easier.
1. Click + New Survey in the top right-hand corner.
2. Clicking + New Survey will open a new panel on your interface.
3. Fill out the requirements:
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. For example, a survey question regarding gender 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 click the +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 exit back to the survey home page using the back button in the top left.
7. Your new survey will be visible under the survey tab!
Using Your New Survey
To learn how to use your survey, check out How to Share a Survey with a Participant