Add a survey template to a project (Create a survey campaign)
- Matt Kepple
Creating a survey campaign is the same as adding a survey to a project.
You must be a Project Manager or Organisation Admin to add a survey to a project
Definitions:
A survey template is the set of questions that go within a survey
A survey campaign is created whenever a survey template 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
Go to the page of the survey that you want to add to a project
If your organisation created the survey, you can access it from the Manage Organisation Surveys page
Other surveys can be found on the Explore Surveys page
Once you arrive on the Survey Template page, you will see the red Add To Projects button
Click the Add To Projects button
A popup appears that lists all the projects you have editorial access to
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
Press Save to add the survey to those projects
The popup closes
Reload the page
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