Add a Survey
To add a survey, click the green Add Survey button in the top right corner of the Surveys page.
To add a survey, you will:
- Fill out the survey basics
- Edit the survey to customize questions and preview
- Create survey recipient groups to send survey invitations to
Tip: Your contacts and companies need to be in your account in order for you to create your survey recipient groups. To save time, add or import your list before adding them to your survey.
1 - Survey Basics
The first step is providing the basic information about your survey.
- Survey Type - Select the type of survey that you would like to create:
- Choose NPS to include only the NPS question
- Choose +Core Questions to add core questions in addtion to the NPS question.
- Survey Title - give your survey a title that makes sense to you. This is for internal user only and won't be visible to your clients.
- Close Date - this is the date on which the survey will close. Responses will not longer be accepted after this date.
- Email Text - If desired, customize the text for the initial and reminder emails.
- When you've added the basic information for your survey, click the green Add Survey button.
Tips:
- Required fields have a red asterisk (*). The Add Survey button will not activate until all required fields have been added.
- Learn more about survey questions and customization here.
2 - Editing the Survey
To edit your survey, click the edit icon to the right of the survey name. You will be taken to the edit screen where you can continue the setup.
Basic - Change any of the basic information (type, title, close date) that you initially entered.
- Core Questions - If you chose the +Core Questions button when creating the survey, the 'CORE QUESTIONS' tab is where you will choose the answer format and any additional questions to include in the survey.
*You must click the 'Save Survey' button to save your questions*
- Preview Survey - view what the survey and emails will look like to the recipient.
Survey Group - this is where you will setup your survey recipient groups and send survey invitations to these groups.
Tips:
- The answer format for the NPS question cannot be changed.
- All surveys will include an additional comment field for the recipient to provide any additional feedback.
- The edit screen is divided into different sections/tabs. Changes in each section must be saved.
- Once the survey is created, you don't have to select recipients and send the survey right away. You can come back and edit the survey at any time to send out survey invitations.
3 - Survey Recipient Groups
Recipient groups enable you to send survey invitations to a targeted group of contacts. You have the freedom to create and manage multiple groups, tailoring them to your needs and assigning each group to a member of your firm.
- Click the green Add Group button on the Survey Group tab.
- Add your contacts to your group - . on the next screen, you will see a list of all of the contacts in your account. Use the Advanced Filters button to reveal several fields to help you filter to the list to find who you are looking for. As you select contacts, they will be added to the group list on the right.
- Give your recipient group an identifying title and, if applicable, associate a firm member's name with the group.
Once your've selected all contacts for your group, click the green Save Group button. The group you created will be listed on the Survey Group tab and each group can be expanded to see the recipient information.
You can add as many groups as you would like at this time
You can edit or delete a group by selecting the appropriate icon beside the group.
Tips:
- If a survey's closed date has not passed, you can create recipient groups to send the survey invitations to.
- A survey group can be edited at any time, but recipients in the group cannot be changed if survey invitations have already been sent.
Once you've created your recipient group(s), you can send the survey invitations.
More questions? Email us at support@growwithable.com
