Collect information from your participants
The Survey feature is available on the Silver and Gold plans (see our Membership plans here).
Create a survey
Surveys allow you to collect information or flexible payments from your participants. You can use surveys to take polls, create quizzes, and more.
Surveys can be added:
To create a survey choose your program space (click on the name of your program), click on Manage on the top menu and select the Surveys tab.
You are in the Survey area of your program. Press the blue Create survey button.
In the next window set up the survey details: name your survey, write an optional description and press Add question.
You can add as many questions as you like — multiple choice, single choice, or short answer (free form) responses. You can also collect flexible payments with a payment question, or use a member property question to save a participant's answer to their profile. The 6 dots symbol allows you to switch questions around.
When you are ready, press the blue Save button.
Great job! Your survey is ready. You can always go back to the survey area (Manage-Surveys), click on the three vertical dots on the right-hand side to see the drop-down menu.
Here you can choose to:
Add to space - add survey to any space of your choice within your program.
Edit, delete or duplicate your surveys.
Download CSV - to get the survey responses emailed to you as a spreadsheet file.
See the Survey responses
Click on the name of your survey. Here you can see your questions and the responses of the participants. You can choose the summary view or sort them by name. You can also receive the responses as a spreadsheet file sent to your email address (see the previous step).
Surveys can also collect anonymous responses, which is useful when you want honest feedback during or after the program. Turn on the anonymous option in the survey's settings so participants can respond without signing in and their answers appear without names. Anonymous responses can't be combined with member property or payment questions.
Add a survey to any space
First create a survey that you would like to add to a space.
Then choose Send to space in the drop-down menu. Here you can write an optional description, check off the space(s) you would like to add this survey to and press the green Send survey button.
The participants will see the description and the Take survey button posted in the selected space.
By clicking on the blue Take survey button participants will be able to respond to your survey.
After the participant answers the questions, the survey button will turn green for them.
Troubleshooting
The Surveys tab isn't available — The Survey feature is only available on the Silver and Gold plans; check your subscription on the pricing page.
You want anonymous responses — Turn on the anonymous option in the survey's settings so participants can respond without signing in; their answers appear without names.
Survey doesn't show up in a space — A survey only appears for participants after you use Send to space; make sure you've selected the target space and pressed Send survey.
Responses not arriving by email — Use the Download CSV option from the survey's drop-down menu to have the responses emailed to you as a spreadsheet file.
What's next
Surveys can also be built into your registration flow to collect information up front, and you can organize the discussion responses they generate using tags.