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Surveys: Gathering Data though Your Connect Site

A Site Manager can use the survey tool to collect information from the community. Information is stored as a spreadsheet that can be accessed at any time, as long as the survey is active.

To access the survey tool in your Site Manager Panel, go to Modules > Surveys.

You'll be taken to a table that lists any surveys that are already on your site. From this page, you can perform the following tasks:

Click on a link above to learn more.

Creating a new survey

To create a new survey:

  1. From your Site Manager Panel, go to Modules > Surveys to access the surveys feature.
  2. Click the Add New Survey button. You'll be taken to a "New Survey" form.
  3. Complete the fields in the form.
    Field Description
    Survey Title Give the survey a title. This title appears at the top of the survey and in the browser tab.

    Note: This is a required field.

    Description Provide a survey description. This information is for administrative reference only and does not appear on the front of the site.
    Begin Survey Message This is the initial message a survey-taker will see after clicking the link to the survey. Use this area to provide any instructions that the individual may need.
    Complete Survey Message
    Date Start, Date End Select the dates that the survey should be active. Once the Date End has passed, the link to the survey will no longer work.

    Note: These fields are required.

    Allow User to Retake? Select Yes if you want individuals to be able to take the survey more than once.
    Allow Guests to Take? Select No to limit survey participants to individuals who have accounts on your site. Select Yes to open the survey up to anyone.

    Note: If No is selected, users must log in to the site before proceeding to the survey questions.

  4. Click Submit. You'll be taken to a new screen where you can create your first question group.

Adding a question group

Questions in a survey are divided into question groups. A question group is nothing more than a page on the screen; if you want have three different pages of survey questions, you'll have three different question groups.

To create a question group:

  1. Click the plus (+) icon under the Question Groups heading.
  2. Complete the Group Title field and Group Description fields.
  3. Click Submit.

You're now ready to create the questions for this question group.

Adding questions

Now that you've created a question group, you can create the questions that go within that group. To create a question:

  1. Click the plus (+) icon under the Question heading.
  2. Provide a question Title. The title appears in the results export but not on the survey itself.
  3. In the Question field, type the text of the question.
  4. Use the Help field to provide additional instructions that may be necessary for the survey-taker to answer the question properly. This text will appear as "hover-over" help text as shown below.
  5. Select a Question Type. Click here for a description of question types available.
  6. Click Submit. As explained in Question Types below, you may be prompted to enter additional information at this point.

Note: At this time, survey questions cannot be made mandatory.

Question Types

When creating a survey question, it's important to determine what format the survey-taker should use when answering. Once you've determined that, select the applicable format from the Question Type dropdown. Once you've made a selection, you may be prompted to enter additional information. (For example, if you select List (dropdown), you'll need to provide the options that will appear in the dropdown.) Question types are described in the table below.

Question Type Description and Examples
 Small text Use this question type to allow the survey-taker to enter any text into a field of a limited size. This type is ideal for short answers such as ZIP codes and one- or two-word answers. In the image below, the "What is your ZIP code?" question has a small-text field.
 Large text Similar to the "small text" question type, this question type provides a larger field for a longer answer. In the image above, the "role/job" question has a large-text field.
 Free text  Use the "free text" question type for even longer answers, such as reflection questions.
Gender

Use this question type if asking the person's gender. Options are Male, Female, and No Answer.

Note: To create a gender question with different or additional answers, you can create a custom List (radio or dropdown) question rather than using the Gender question type.

Yes/No  Use this question type for yes/no questions. Options are YesNo, and Prefer not to say.
List (radio) Use this question type if you're offering multiple options for answers and want the survey-taker to select only one. Answers appear with clickable buttons to the left.
List (dropdown)  Use this question type if you're offering multiple options for answers and want the survey-taker to select only one. Answers appear as options in a dropdown list.
 Multiple options Use this question type if you're offering multiple options for answers and want the survey-taker to select all that apply. Answers appear with checkboxes.
Integer  Use this question type if the answer is to be a number.
Range 1-5 Use this question type to allow the survey-taker to rate their answer on a scale of 1 to 5.
Range 1-10   Use this question type to allow the survey-taker to rate their answer on a scale of 1 to 10.

Activating a survey

A survey must be made active before anyone can take the survey. It must also be active in order to view it or send test responses. To activate a survey:

  1. From your Site Manager Panel, go to Modules > Surveys.
  2. In the table of surveys that appears, under the Status column, click Activate.
  3. Click Yes to confirm. The Activate link in the Status column changes to Deactivate.

Note: If you wish to make changes to an active survey, you will have to deactivate it first. Keep in mind that changes to an active survey can affect survey results. To deactivate a survey, click Deactivate in the Status column.

Editing an existing survey

To edit an existing survey:

  1. From your Site Manager Panel go to Modules > Surveys to open the survey tool.
  2. Click on a survey title.
    • To edit the survey title, click the Edit (pencil) icon next to the survey title.
    • To edit a question group, select a group from the Question Groups dropdown, and then click the Edit (pencil) icon next to the group.
    • To edit a question, first select the question group, and then select the question from the Question dropdown and click the Edit (pencil) icon next to the question.
  3. Make any needed changes to the survey title, question groups, or questions.
  4. Click Submit after each level of change. 

Cloning a survey

To clone a survey:

  1. From your Site Manager Panel go to Modules > Surveys to open the survey tool.
  2. Click on a survey title.
  3. Click the Clone icon to the right of the title.
  4. Click Yes to confirm that you want to clone the survey. The cloned survey will have the same title as the previous one, but with the word "copy" in parentheses.
  5. Click the Edit (pencil) icon to change the title, and then make any other changes needed using the instructions provided in Editing a Survey, above.
  6. Click Submit where applicable to save your changes.

Deleting a survey

A survey can be either deleted or deactivated.

  • If you delete a survey, it disappears from your site and cannot be recovered without assistance from the Galaxy Digital development team. Deleting a survey can also result in loss of survey data if you haven't previously saved it elsewhere.
  • If you deactivate a survey, it (and all related data) remains on your site but is not available to the public.

We do not recommend deleting a survey unless you need to remove a test survey from your database.

To delete a survey:

  1. From your Site Manager Panel go to Modules > Surveys to open the survey tool.
  2. Click on a survey title.
  3. Click the Delete (X) icon to the right of the title.
  4. Click Yes to confirm the deletion.

Note: Click here to learn more about activating or deactivating a survey.

Exporting the results of a survey

As survey results come in, you can check them by exporting everyone's answers into a spreadsheet. To export the results of a survey:

  1. From your Site Manager Panel go to Modules > Surveys to open the survey tool.
  2. In the row of the survey to export, click the Export icon.
  3. Open the system-generate CSV file to view the results.

Generating a link to a survey

Each active survey on your site has a unique link that you can make available to your community. To access a link to a survey:

  1. From your Site Manager Panel go to Modules > Surveys to open the survey tool.
  2. In the row of the survey to export, click the Link icon, located in the Link column shown below. The survey link appears at the bottom of the table:
  3. Copy the link to your clipboard and paste it as needed into social media posts, email, etc.

Taking a survey

 If you wish to view what the survey will look like to others, you can take the survey prior to sending it out. This will also allow you to see what typical survey results will look like in the exported spreadsheet.

Note: A survey must be active before anyone—including an admin—can take it.

To take a survey: 

  1. From your Site Manager Panel go to Modules > Surveys to open the survey tool.
  2. In the row of the survey you want to take, check the Status column to ensure that the survey is active.
  3. Click the applicable Take icon, located in the Take column.
  4. Take (or view) the survey.
  5. Once you have completed the survey, click the Complete Survey button. Note that the Complete Survey Message appears at this time.

Once you've taken the survey, you can export the results to see how they look in the spreadsheet.

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