Access the Complete A Survey page from a Project page

Owned by Matt Kepple
Last updated: Apr 28, 2022
3 min read

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)

 

Decide whether you want to access:

  • The ‘Default’ Survey containing ALL the fields from ALL the project’s surveys

  • A specific survey in a specific mode

How to access the default survey

  1. Press the Complete Survey button that appears in the cover section of the project page

  2. A dropdown menu appears that lists each of the surveys that have been added to the project

  3. The name of the project is at the top of the list and is already highlighted

  4. Select the name of the project within the list

  5. You arrive on the Complete A Survey page for the project’s default survey

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

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

How to access a specific survey in a specific mode

  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