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Getting Started with Surveys

• Find publicly available survey templatessurveys

• Create a survey template

• Edit a survey template

• Create a survey campaign (add a survey to a project)

• Enter a survey response on behalf of a contact

• Collect anonymous survey responses

• Email a survey to a Contact

• Send a 360° Feedback Survey

• Analyse a survey’s results from across one or more projects

Key features of the Surveys App

The difference between

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a Survey’s profile page and a Survey Campaigns

• Whenever a survey is created, it exists as a template and has its own profile page.

• 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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