Task
Create, edit and manage Session Surveys & Event Surveys.
Pre-requisites
Create an Event
Create a Session (If you wish to use the Survey for Session/s)
Instructions
Within the Admin Tools Dashboard, click 'Change Module' then click 'Engagement'. From here, you can see the options on the left hand side. Click 'Surveys' from the list.
From this page, click "Create Survey" which will now open up the next page where you can now input your Survey details.
Within the "Create Survey" page, you can now complete all the mandatory and additional information for the Survey
Name - mandatory
Start Date - mandatory
End Date - mandatory
Choose Session - if you do not allocate to any Session, this will be an Event Survey.
Select all Session this relates to
Index Image
Upload an image to be shown on the Index Page
Enabled
Mark the Survey as Enabled or Disabled
Default Survey
Set this survey to be the default survey used for all sessions
If you require your Survey to be a Event Survey, Default Survey needs to be disabled.
Assessment
Convert the Survey to an Assessment by enabling.
If you are not using the Survey as an assessment, skip Pass Score & Reattempt Limit
Once you have completed these details, you can now click submit to save your Survey or Assessment.
To input your questions, click actions on the right hand side, and edit your survey. Please refer to the below section regarding Field Type Options to assist with inputting your questions. For each question you will need to click "Add Question" for a new section to show for you to input.
Once you have inputted all of your questions, you can now press Submit.
Field Type Options
text_field
Users can type in text into this field
checkbox
Users are required to click the "button". This is good for people to approve Terms or Conditions or similar. The first image below is this option not click, the bottom is how this looks once it's been clicked.
multiple select
Users can choose 1 or more options from the selections. To select multiple, they need to hold shift to choose more than 1.
single select
Users can choose 1 open, this is good for Yes or No questions but you can have multiple options for Users to select.
How do Users Access the Session Surveys?
Users will be able to access the Survey via clicking on the Session Name within the Agenda.
From here, they can click "Complete The Survey" which will bring them to the Survey page. Please note that the Survey will not appear on this page until the Session has commenced.
The Survey Page will look similar to this, but will show the relevant questions you have inputted when you set up your Survey.
Once the User has answered the questions, they will need to Submit their answers.
Please note that Users can only complete the Survey once.
How do Users Access the Event Surveys?
Users will be able to access the Survey via the URL Slug: /surveys
This URL will usually be linked via a Menu Icon or similar. This page shows all of the Surveys which are not linked to a Session.
Users will need to click on their Survey they wish to complete from the list if there are multiple. Once clicked, the Survey Page will look similar to this, but will show the relevant questions you have inputted when you set up your Survey.
Once the User has answered the questions, they will need to Submit their answers.
Please note that Users can only complete the Survey once.
Notes
Session Surveys will not appear on the Session page until the Session has commences.
There is very limited reporting on Session Surveys. Please liaise with your Account Manager to confirm your requirements to ensure these Surveys will be suitable for your Event and Survey requirements including end Reporting requirements.
Outcome
Once complete, Users will have the opportunity to complete Session Surveys which are linked to all or selected Sessions.