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• How to find publicly available survey templates

• How to create a survey template

• How to create a survey campaign (add a survey to a project)

• How to enter a survey response on behalf of a contact

• How to collect anonymous survey responses

• How to email a survey to a Contact

• How to send a 360° Feedback Survey

• How to analyse a survey’s results from across one or more projects

Key features of the Surveys App

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The difference between Survey Templates and Survey Campaigns

• Whenever a survey is created, it exists as a template.

• In order to actually use a survey, i.e. enable people to create stories using that survey, the survey needs to be added to a project.

• When a survey is added to a project, it is called a Survey Campaign.

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Survey responses can be analysed from several pages:

1. Survey Analytics

2. a Progress Board

3. My Home page (using Timeline Filters) or from the Project page

Survey Analytics page	Progress board page	My Home or Project page
Image Modified	Image Modified	Image Modified
Good for: Showing survey responses from one or more projects at once Filtering results by Contact, Contact Group and Author Type	Good for: Presenting survey results Inviting people to reflect on survey results and log Actions Ideas, suggestions and best practice that could improve survey results next time	Good for: Qualitative analysis: i.e. using labels to code different responses