Steps

1. Access the Survey Campaign page for the project you want to use the survey within

   Open

   

2. Decide whether you want to complete the survey for

   1. single person (About one contact)

   2. or multiple people at once (About many contacts)

3. Click the Post update button under the option you want

4. You arrive on the Complete A Survey page

5. From here you can still choose who the answers relate to, i.e. whether they relate to a single person or multiple people

   Open

   

6. Use the Who is this update about? toggle to select whether the update relates to

   1. multiple contacts at once (default)

   2. only one contact

When you choose: Answers about multiple contacts

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

When you choose: Answers about a single contact

1. Start by selecting which Contact the answers relate to

2. The survey questions are reformatted so you can easily enter responses for a single person

3. Finish completing the survey and then press Submit