Complete a Survey about multiple contacts at once
You can create a story (complete a survey) that contains responses for several contacts at once.
Steps
Go to the Survey Campaign page and select I‘ll enter or upload people’s survey responses
You arrive on the Complete Survey page: Confirm that the Who is this update about? toggle is set to multiple contacts at once (default)
A table is displayed for each question
This allows you to record a response for each person that is in your project
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)
Enter responses for each contact - it’s fine to leave some contacts blank
Press Submit once you reach the end
You arrive on the Story profile page for that survey response
Click the Makerble Logo in the top left corner to return to the homepage
in Advanced mode
Go to your survey’s Survey Campaign in your desired project
Select Advanced layout
Select About many contacts
You arrive on the Complete Survey page: Confirm that the Who is this update about? toggle is set to multiple contacts at once (default)
A table is displayed for each question
This allows you to record a response for each person that is in your project
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)
Enter responses for each contact - it’s fine to leave some contacts blank
Press Submit once you reach the end
You arrive on the Story profile page for that survey response
Click the Makerble Logo in the top left corner to return to the homepage
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