Surveys - Step by Step Guide

Surveys are the most commonly used activity type and offer users a lot of flexibility in terms of design and application. They are comparable to traditional online surveys. They use closed-ended and open-ended question types, can be short quick-poll type questions or longer 10-15 minute surveys. Sample sizes can range from as few as 10 to hundreds of community members depending on your objectives.

Surveys are a great tool if you want some quick quantitative insights. This activity type is also useful for short surveys that are aimed at getting more qualitative input from members without allowing for member interaction. 

You can create one question surveys and distribute them to your members in 2 minutes or you can create a survey with lots of bells and whistles. Of course, the latter will take you a little more time. The steps are the same:

1. Create a new survey: follow detailed steps here.
2. Program survey questions: for details on question types and detailed question programming instructions, read here. 
3. Add skip logic, format and edit your survey look: for detailed instructions, read articles in the knowledge base under Activities -> Programming, here. 
4. Review and test your survey: steps and instructions can be found under Activity Overview and Activity Testing.
5. Update the Survey Settings: detailed descriptions and explanations on the different options and functionality can be found here.
6. Create a survey tile on the homepage: for steps to update your homepage and add a tile, read here.
7. Distribute the survey to your members: select your members and send out invite emails.
8. Provide access to clients/ internal stakeholders: read about allowing others without admin access to view results real-time here.
9. Monitor and analyze results: read about overall stats, platform analysis tools, and download options under Activities -> Results, here.