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Complete a Survey about multiple contacts at once

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

  1. Go to the Survey Campaign page and select I‘ll enter or upload people’s survey responses

    image-20241218-105548.png
  2. You arrive on the Complete Survey page: Confirm that the Who is this update about? toggle is set to multiple contacts at once (default)

  3. A table is displayed for each question

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

  5. 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)

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

  7. Press Submit once you reach the end

  8. You arrive on the Story profile page for that survey response

  9. Click the Makerble Logo in the top left corner to return to the homepage

in Advanced mode

  1. Go to your survey’s Survey Campaign in your desired project

  2. Select Advanced layout

  3. Select About many contacts

  4. You arrive on the Complete Survey page: Confirm that the Who is this update about? toggle is set to multiple contacts at once (default)

  5. A table is displayed for each question

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

  7. 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)

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

  9. Press Submit once you reach the end

  10. You arrive on the Story profile page for that survey response

  11. Click the Makerble Logo in the top left corner to return to the homepage

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