Creating a survey is a great way to gather beneficial feedback from your community! You can learn a lot by simply asking. Below are step-by-step instructions for getting started.
How-to
First, visit the "Surveys" section in the Admin Portal.
Here, click the "Create survey" button.
Start by adding a name for your survey. You can also add an introduction to describe the survey's purpose, explain the instructions, etc.
Continue by adding your first question. You can select to have responses be either free responses or include preset choices. To add another question to your survey, simply select the "Add question" button.
Then, choose if you'd like your survey responses to be limited to one per member or one per account.
Lastly, review your survey and then click "Create."
Select audience
By default, the active survey will be available for registered and approved members who are signed in to your website to view and submit a response!
If you'd like to limit this to a specific audience, click the "All" button under the "Audience" column. Then select the group, account type, or individuals the survey should be available to, and click the "Save" button.
Announce the survey
You can also send an announcement email for your newly created survey by following these instructions: Announcing surveys!
Note: You can edit everything about a survey before any responses are provided; after that, the questions themselves won't be editable, but the title and introduction can still be updated.
By design, our survey feature will display results as anonymous percentages. If you are interested in gathering non-anonymous feedback from members, a "Custom form" page should be created instead. More about the differences between these options is outlined here: Gathering feedback from your community.



