How to Create and Manage a Survey

Learn how to create surveys, add questions, manage participants, publish, view results, and archive completed surveys.

Creating a new survey

1. Go to Surveys in the navigation menu.
2. Click Create Survey.
3. You can choose to create a new survey, create a copy of a previous survey, or start from a template.
4. Click Create New Survey.

Adding a Survey Header and Footer

You can add header and footer text to your Survey by clicking the +Add Header and +Add Footer buttons. 

Adding questions

1. In the survey editor, enter the question text.
2. Choose if the question is required, optional, or dependent on another question. 
3. Choose the question type: 
   • Checkboxes: Select one or more options.
   • Radio Buttons: Select only one option.
   • Text Box: A single line text field.
   • Paragraph Text: A multi-line text field.
   • Rank Order: Rank selections.
   • Table: A table for multiple row response.
4. Add the answer options (if applicable).
5. Optionally, add an "Other" comment box to the responses.
6. Click Save.

Adding participants

1. Go to the Add Participants section of the survey.
2. Select groups or users who should complete the survey.

Requiring a signature

If your survey requires a formal sign-off, you can configure it to require an electronic signature upon submission. Respondents will be redirected to a signing process after completing their answers.

Publishing the survey

1. Review your questions and participants.
2. Click Publish Survey to make the survey live.
3. Participants will receive a notification and can access the survey through their dashboard or notifications.

Managing responses

• View individual responses from the Manage Responses tab.
• You can reject a user's response if they need to make changes.
• Track completion status to see who has and hasn't responded.

Participant Status

The status of a participant will change as they start to complete the survey. It may be one of the following below:

• Incomplete – Member has not started the survey yet.
• Prefilled – Admin has prefilled the entire survey or it has been prefilled by importing from a prior survey.
• Partially Prefilled – Admin has prefilled some survey answers.
• In Progress – Member has started the survey.
• Submitted – Member has completed the survey and submitted. 

Note: Once users start submitting answers, you will not be able to make any edits to the Survey

Individual Answers

Admins can view and edit member survey answers as they go along. If you need to clear an answer to a question to have the member re-answer, simply click on the ‘Clear Answer’ button or to clear all this member’s survey answers, click on the ‘Clear All Answers’ button found at the top and bottom of the survey.

Note: Admins are not capable of submitting a Survey for a user, they can pre-fill answers for users. However, the user will still need to login to the member portal and submit the survey in order to have a complete status in the admin portal. 

Viewing results and analytics

Go to the Analyze tab to view aggregated results, response summaries, and completion metrics.

Note: Survey Analytics is an add-on for some packages. To learn more, contact Support@Govenda.com

Exporting a Submitted Survey

1. Go to the Manage Responses page
2. Click on the user's submission
3. Click the Export PDF button

Archiving a survey

When a survey is complete and no longer needed in the active list, you can archive it. Archived surveys are hidden from the main view but can still be accessed if needed.