Add a survey to an event's project

Owned by Matt Kepple
Sept 23, 2022
2 min read

Before you activate a Self Check-in Form on an event, you must add the survey that powers the form to the event’s project.

You must be a Project Manager or Organisation Admin to add a survey to a project

Definitions:

  • A Self Check-in Form is actually a survey

  • A survey is a set of questions or metrics

  • A survey campaign is created whenever a survey is added to a project

  • When you complete a survey or send a survey, each survey response is saved as a story within the project that the survey has been added to

Steps

Part A: Identify the project

  • Every event is created within a single project

  • When you are on the Create Event page, the first thing you are prompted to do is to choose the project that the event belongs to

  • If you only have permission to create events within one project, it might be the case that Makerble automatically selects that project for you

Part B: Add the survey to that project

  1. Go to the page of the survey that you want to add to a project

    1. If your organisation owns the survey, you can access it from the Manage Organisation Surveys page

    2. Other surveys can be found on the Explore Surveys page

  2. Once you arrive on the Survey Template page, you will see the red Add To Projects button

  3. Click the Add To Projects button

  4. A popup appears that lists all the projects you have editorial access to

  5. Tick the project(s) that you want to add the survey to - if the survey has already been added to a project, it will already be ticked

  6. Press Save to add the survey to those projects

  7. The popup closes

  8. Reload the page

  9. The Projects using the survey box (in the right side panel) will list the projects that you have added the survey template to. Clicking the name of the project from here will take you to the Survey Campaign page for that survey on that project