One of the ways to create a story is to use the Complete A Survey page.

• You can access the Complete A Survey page from several places.

• This article explains how to access it from a project’s profile page.

Steps

1. Go to the Project Profile page of the project you want to use the survey within

2. There are two ways to access the Complete A Survey page

   1. Access the project’s ‘default’ survey: this contains ALL the fields from ALL the surveys used on the project. As such, the Complete A Survey page could be very long. (Blue arrow)

   2. Access a specific survey in a specific mode (Yellow arrow)

      

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1. A table is displayed for each question

2. This allows you to record a response for each person that is in your project

3. Use the filter at the top of the page to filter the list of contacts displayed according to which project state they are in; Waiting list, Enrolled, Alumni or Declined. (To see options beyond Enrolled, you must enable project states on your project)

4. Enter responses for each contact - it’s fine to leave some contacts blank

5. Press Submit once you reach the end

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1. Scroll down to the Surveys box

2. Press the Use Survey button that is displayed below the name of the survey

   

3. A dropdown menu appears

   

4. It lists each of the modes that you can complete the survey in:

   1. Complete for 1 contact

   2. Complete for several contacts

   3. Complete using anonymous aggregate data

   4. Send a survey link