What are surveys?
A survey is a set of fields that you want people to complete when they create a story
Whenever a survey is completed, the survey response is saved in the database as a story (called an Update in the front-end)
Therefore a survey can be thought of as a template for a story with a set of questions and fields that need to be completed. This is why the name for surveys in the back-end is Story Category.
Getting Started with Surveys
How to enter a survey response on behalf of a contact
How to analyse a survey’s results from across one or more projects
Key features of the Surveys App
Survey templates v 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.
Survey Campaigns
There are four ways to create a survey campaign:
Create a new survey: create a new survey from scratch and then add it to your project
Use an existing survey that you created: Choose a survey you created previously and add it to your project
Use an existing survey that a Colleague created: Choose a survey that your colleague created previously and add it to your project
Use an existing survey created by someone outside your organisation: Choose a publicly available survey from www.makerble.com/explore/surveys and add it to your project
Start by going to the Surveys App on Makerble
Click the Surveys button in the My Apps ribbon. It will take you to your Surveys page. From here you can
Find existing surveys that you or your colleagues created. (Yellow arrow)
Create a new survey from scratch (Purple arrow)
Find publicly available surveys (Blue arrow)
Analyse your survey responses
Survey responses can be analysed from several pages:
Progress Board
My Home page or Project page
Survey Analytics page | Progress board page | My Home or Project page |
|---|---|---|
 |  |  |
Good for:
| Good for:
| Good for:
|