Overview of the Survey Creation process

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Start creating a survey

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1. Create questions that are based on Progress Trackers

2. Create the survey (Use the Survey Editor to create a new survey template)

3. Create the fields that are based on Fields

4. Add questions to the survey

5. Pick a Multiple Choice Setting Set the Multiple Choice Type for multiple choice questions - as Single, Limited or Unlimited

6. Reorder the questions

7. Turn on extra features

Once your new survey has been created, it can be used in one or both of the following ways:

• Added to an Event Category so that the survey is loaded when someone clicks the Add your Post Event Update button

• Assigned to a project (which creates a Survey Campaign) and then deployed in a variety of ways.

The Survey Creation Process

Stage 1: Create a Progress Tracker for questions that are Multiple Choice, Numerical or Tick boxes

• If your survey contains Questions that are Multiple Choice, Numerical and Tickbox, you need to create a Progress Tracker for each question

Part 1: Create the Progress Trackers

Part 2: Create the Outcome(s)

Part 3: Add the Progress Trackers to the Outcome

Part 1: Create the Progress trackers

• Follow these steps to create Progress Trackers

  • Create a Multiple Choice Progress Tracker

  • Create an Achievement (Tick box) Progress Tracker

  • Create a Numerical Progress Tracker

• Note: all survey questions on Makerble are reusable. So if you have a question (Progress Tracker) already in your library because you have used it on one survey, you do not need to rewrite the question (i.e. create another Progress Tracker) in order to use it on a second survey

Part 2: Create the outcomes

Create an Outcome

Part 3: Add the Progress Trackers to the Outcome

Add an indicative Progress Tracker to an Outcome

Stage 2: Create the survey template

Steps

1. Select Create in the top menu

2. Select More Options

3. Select Survey

4. You arrive on the Create Survey page

5. Give the survey a name

6. You must select a Department for the survey. Select the Public Impact department

7. There is the option to turn Verdicts on. By default it is set to Off. Only turn it on if you will be using the Verdict Calculation feature (Turn on Verdicts )

8. As soon as you create a survey, you will see that there are several default questions that are automatically added to the survey.

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   1. To remove these default questions, click the Delete Question button in the top right corner of that question

   2. If you do not need these questions in your survey you can remove them. If you later decide you want to reinsert these default questions, you can do.

9. Now scroll to the bottom of the page and open the Advanced section

10. In the owner section, set the owner of the survey as your Organisation

11. In the privacy section, set the visibility to Organisation Colleagues only

12. Press save

Additional Advanced options

There is an Advanced section at the bottom of the page which is collapsed by default.

Open this section to

• Change the ownership of the survey (by default surveys are owned by the individual user who created them. This can be changed in the Advanced section)

• Turn on Outcome-level Spider Plot Charts

• Turn on Outcome-level Bar Charts

• Add a Survey Description that appears if you choose to add the survey to the Surveys Store

• Add a box for Introductory Text that appears at the start of the survey when it is being completed

• Add a formula that calculates a Verdict based on a person’s answers to the survey

Step 3. Create the fields

Watch the walkthrough

https://www.loom.com/share/4b16e32158704545a9b5142751ed5d37

Types of field

There are five types of question that can be added to a survey using the New Field button:

1. Progress Trackers

2. Text fields

3. Date fields

4. Time fields

5. Attachment fields

Section Dividers can also be added to surveys using the New Field button too

Step 4: Add questions from your library

• How to add questions to a survey

Step 5: Pick a Multiple Choice setting

• The default setting for Multiple Choice questions in a survey is Single Choice. This means that when the survey is displayed for completion, the respondent can only select one Answer Choice.

• If you want to enable each respondent to be able to select more than one Answer to the question, follow these steps: Set the type of multiple choice: Unlimited, Limited or Single

Step 6: Reorder the questions

• Use drag and drop to reorder the questions

Step 7: Turn on extra features

See the articles below to find out how to enable each of these extra features:

• Calculate Verdicts

• Skip Logic

• Personalised Wording

• Field per Contact

Related articles

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Add a survey template to a project (Create a survey campaign)

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Send a unique survey link to a Contact (via Email or Manually)

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Child pages (Children Display)