What are surveys?

A survey is a set of fields that you want people to complete when they create a story

Whenever a survey is completed, the survey response is saved in the database as a story (called an Update in the front-end)
Therefore a survey can be thought of as a template for a story with a set of questions and fields that need to be completed. This is why the name for surveys in the back-end is Story Category.

Watch the walkthrough

Get an overview of how the Surveys App works on Makerble

Whenever a survey is created, it exists as a template.
In order to actually use a survey, i.e. enable people to create stories using that survey, the survey needs to be added to a project.
When a survey is added to a project, it is called a Survey Campaign.

Create a new survey: create a new survey from scratch and then add it to your project
Use an existing survey that you created: Choose a survey you created previously and add it to your project
Use an existing survey that a Colleague created: Choose a survey that your colleague created previously and add it to your project
Use an existing survey created by someone outside your organisation: Choose a publicly available survey from www.makerble.com/explore/surveys and add it to your project

Click the Surveys button in the My Apps ribbon. It will take you to your Surveys page. From here you can
- Find existing surveys that you or your colleagues created. (Yellow arrow)
- Create a new survey from scratch (Purple arrow)
- Find publicly available surveys (Blue arrow)
Follow the instructions in the Survey Campaigns article for guidance on how to add a survey to a project and start generating survey responses.

Survey responses can be analysed from several pages:

Survey Analytics page

Progress board page

My Home or Project page

Good for:

Good for:

Presenting survey results
Inviting people to reflect on survey results and log
- Actions
- Ideas, suggestions and best practice that could improve survey results next time

Good for: