Add a survey template to a project (Create a survey campaign)

Owned by Matt Kepple
Last updated: Jun 20, 2024
2 min read

Creating a survey campaign is the same as adding a survey to a project.

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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

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

    1. If your organisation created 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

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