Creating Surveys

To create a new Survey, follow these steps:

Step 1         Log into the Digital Communication platform

Step 2         Select the Product Suite product and the Surveys module

Step 3         To create a survey, click Begin

Step 4         Complete the Details page

Note: Anything in italics is an optional field as noted below. Some of the fields will auto populate from Account Settings.

                    Enter a Survey name

                    Enter a Response notification email address to receive notifications when a survey is submitted (optional)

                    Enter a Description (optional)

                    Use the Store your survey in a folder drop-down arrow to select a folder to put the survey into

                    Use the drop-down arrow to select When survey is tracked from an email

• • • • • • Save All Responses
          • Save One Response Only (First)
          • Save One Response Only (Last)

                      Enable/disable Never expire survey

4.1               If the Never expire survey option is disabled, the following options will display:

• Expire notification email address
• Expire on date
• Expire by response
• Expiration message
  • Redirect to a web page, if expired
  • Display the following expiration message
• On screen expiration message

Step 5         Click Continue

Step 6         Complete the Greeting page

• Greeting type
  • Text
  • Image
  • Image and Text
  • None
• Greeting text
• Analytics type (optional)
  • None
  • Google Analytics
  • Custom Java script
  • Custom HTML

Step 7         Click Continue

Step 8         Complete the Confirmation page

• Confirmation type
  • Redirect to a web page
  • Display on screen confirmation message
• On screen confirmation message
• Analytics type (optional)
  • None
  • Google Analytics
  • Custom Java script
  • Custom HTML

Step 9         Click Continue

Step 10      Complete the Questions page

Select an icon that corresponds to the function desired by “Click, Drag, and Drop” the icon into the desired page for the survey being created

• Text
• Memo
• Date
• Radio
• Checkbox
• Drop-down
• Custom Text
• Line
• Image
• Rate (Multiple)
• Rate (Single)
• Radio button w/Other
• Checkbox w/Other
• Contact Info
• Skip – Radio
• Skip - DD
• Skip – Rate (Single)
• Net Promoter Score

Step 11      Click Continue

Step 12      Complete the Settings page

• Show Logo
• Survey width (px)
• Use updated survey look
• Show page progress on survey
• Add text before/after the progress percentage
• Survey color options
• Save my current settings as default values
• Footer
• Choose Logo
• Logo alt text
• Logo Alignment
• Next page button text
• Previous page button text
• Last page button text
• Button Alignment
• Button background color
• Button text color

Step 13      Click Finish

Step 14      Click on the survey and click Publish

Step 15      Click Yes

Step 16      A Survey Link page will appear with all of the link information regarding the survey 

-Note: If you want the survey to track who responded without using Contact Information fields in the survey, you will need to insert a trackable survey link via email. The trackable link will be marked by ending in 'SurveyMatix=4'. For further information see Linking Platform Content (Events, Surveys, Web Forms, Or Documents) To An Email (DMX308)

If desired, there is an option to Create Scheduled Report for the survey. Move to the next step if that is something you would like to set up.

Step 17      Click Create Scheduled Report

Step 18      Complete Add Scheduled Report page

• Report type
• Surveys
• Report name
• Email addresses
• Start date
• Expire date
• Frequency
• Days of the week
• Time of the day

Step 19       Click Submit

       Article Reference: DMX338