Create and Manage Surveys

Note: Only Admins can create and manage surveys.

To create or manage a survey, click on Surveys in the menu bar for your ministry.

CREATE A NEW SURVEY

To create a new survey, click the + icon to the right of the survey menu. Write in the name of your survey and select CREATE SURVEY when done.

SURVEY ELEMENTS

Settings

Welcome Message - This is the first introduction to your survey the respondent will see. Use this to give more context for the survey or thank them for their time.

Success Message - This is what respondents will see after they submit their answers. Here you can give them any next steps or let them know any additional information about your team, event, or ministry.

Image - You can upload an image to give specific branding to your survey.

Keyword

Choosing a keyword for your ministry or event enables you to have people fill out your survey questions directly from their device. They will text your keyword to the number 85005 (in the United States) and your initial message will be sent to them with instructions on how to complete the survey. Keywords need to be short, clear letters and numbers with no spaces. Choose something specific to your survey or ministry. 

Keyword purpose - This helps our team know how you will be using the keyword.

Text Response - When someone texts in your keyword, this is the message they will receive. The {{ link }} will automatically be replaced with the link to the survey. If you want to include a link to your website, do not include it here. Keyword requests not including {{ link }} will risk delay of approval or may be denied.

Note: The process of approving new keywords requires manual intervention. Keywords can take up to 24 hours for approval. You will be notified via email once your keyword is ready for use.

Questions

Now, let's create your survey. First name, last name, and phone number are questions that will help you collect necessary information and are directly tied to the contact profile. These are automatically added to each survey and are required.

Predefined Questions - Start here are you build your survey. These are the most frequently asked questions so our team has made it easy to add these to your survey. These questions will populate on the contact profile directly. This is important. If you do not use the predefined questions, you may not see the response appear on the contact profile.

Previously Used Questions - If you have created a survey before, you can add any previously used questions to a new survey. It is best to double check the predefined question list before creating adding previously used questions so they are not duplicated in the system.

Adding New Questions - To create a new question, click Add New Question. You will then need to determine what kind of question this is: short answer, radio (choose one), checkboxes (choose one or more), or a dropdown (choose one). You will be asked for the question, answer box, and column title (this will appear in the Survey Responses page as a header). If you leave the column title blank Campus Contacts will display the entire question in its place.

All questions have the option to automatically label, assign, or notify someone on your team of a specific response. For example, if you want to know if someone drinks coffee to set up a meeting over coffee, you can select an auto-assign or auto-notify for when a response of 'yes' is submitted.

MANAGE SURVEYS

To manage an existing survey, click on Survey in the Survey dropdown. Here you will be able to manage survey questions, use Mass Entry, copy a survey to another ministry, and edit or delete a survey. Click Manage Survey Questions to make changes to your survey. Here you can re-order, edit, or delete specific questions.