To add a new Survey Item, first find the Crowd and Group that you want to add it into.
In this example, we're adding a new Survey Item in to the 'Workplace Wellness Consultations' Group in the 'Surveys and Consultations' Crowd.
Tap the + Add new Survey button, and give your Survey Item a title, description, and an associated image that is relevant to the survey topic. If your organisation has configured any other fields that need to be completed, you will need to fill these in also.
When you're done, hit the Save button, and you'll be taken to your Survey Item where you can start to do the real work - issuing the surveys to your audience and watching as the results come it!
Issuing and Managing your Surveys
You'll now see your new Survey Item on a page similar to the example below, showing a quarterly 'Fitness in the Workplace' survey.
Tap the Reviews/Surveys tab, and you'll see a page similar to the one below. (In this example, 2 previous quarterly surveys have already been issued)
To add a new instance of this survey to this Survey Item (for example for the Q3 instance), tap the Add Review/Survey button, and you'll see the following page with a simple 3 step process for choosing your template, selecting an appropriate audience and publishing your survey:
You'll need to:
Give this instance of the Survey a title. Since the example above shows the Q3 instance of the 'Fitness in the Workplace' survey, we're making this clear in the title (Note, this title will appear in large text at the top of the survey when your audience opens it)
Select the template you would like to use. This will give you a list of templates that have already been added to the Crowd. If you've not created a template yet, you'll have the option to add one at this point.
Choose a response deadline, i.e. the time the survey closes to submissions
Choose whether or not recipients can respond anonymously
Choose whether a Review meeting should be created, and the start date, end date and location of the meeting
When you're done, choose Next to select the appropriate recipients for your Survey. You'll see a page similar to the one below. (In this example, 2 recipients have already been added).
There are multiple options for selecting who should respond to the survey;
Selecting Crowd Members individually from the drop down
Free-typing an external email address into text box
Add all the members of the Crowd
Upload a list of email addresses
Once you have selected who should receive the Survey, don't forget to send to each recipient using the green Send Survey button under each person, or click Send All Review/Surveys to send to everyone.
If you don't want to add any recipients and would prefer people to access the Survey through a Public link, you can skip step 2 and go to Step 3 where a Public URL option is available. This is useful for Newsletters/marketing emails, Teams/Slack channels or Social Media.
Simply click Publish Review/Survey and just copy the URL wherever you need it!
Don't forget to click Finish when you're done!
What's Next?
Once you've sent your Survey and you want to start checking the responses, you'll need to access the Survey Results. Take a look at the following article for more information on this.