Communications - How to Create a Survey

With the Surveys tool, you're able to create and manage surveys for one or more of your sites. Once published, site-level users can easily complete them using the Surveys widget on their Home page.

To create a new Survey, click CREATE SURVEY from the Shift Communications tool found in the Side Navigation.

Once on the Create Survey screen, you are required to assign the survey a Subject, a Start date, and an End date. Required fields are marked with an asterisk and you will not be able to publish until all required fields are populated.

When filling out questions, you have two options - a multiple choice or an open response. Simply select the type of question you want to use from the dropdown and type the question to the right. For multiple choice questions, you must have at least two options for answers and no more than ten.

For open response questions, simply type your question in the field. Nothing else is required!

You can add as many as 20 questions to a single survey by clicking the ADD A QUESTION button.

Once you publish your survey, it will appear at the bottom of the Current Surveys list on the main Surveys page. This view will display the name of the survey (A), the first question (B), the author (C), and the date range the survey will be active (D).

By clicking on your survey, you're able to view the same details listed in the Current Surveys list as well as the questions and available options. Additionally, clicking END EARLY allows you to terminate the survey before its original expiration date. By doing so, it will be removed from all stores and no more responses will be collected. Any previously-submitted answer, however, will still be available for review.