The Survey application enables your organization to collect information about site visitors and constituents as well as get feedback about your fundraising efforts, advocacy alerts, events, news articles, or other aspects of your site. You can create a survey and make it available on the Survey List page, embed it in a PageBuilder page, or link to it from another page or in an email. Some Convio applications also enable you to add survey questions to an online form (such as a registration form or ticket purchase form).
Each time a site visitor answers a question or submits a survey, the system records it in the Interactions area in their constituent record (or, Profile). You can access the interaction to manage to review the constituent's responses, check results, and even change information if necessary. For example, you may need to reword a free form response to make it more closely match other responses or correct a typographical error; or you can change the T-shirt size or color at the request of a constituent who has changed their mind. The system maintains a record of the modified interaction for you.
Each survey question has its own security and reporting category to enable you to control who will view it and who can modify the answers to it. You can use this feature to make some questions visible only to administrators when they review the survey or to make some questions visible only to certain constituents.
To create a new survey using an existing survey as a model, refer to Copying a Survey.
Identifying the Survey Details
Identifying survey details includes setting up who can view the survey questions and responses to the questions as well as what displays on the survey page along with the questions. You will also choose a page wrapper and provide URLs to the pages to display to those who submit the survey as well as those who do not submit it.
To create and identify the details of a new survey:
From the navigation bar, click Content and then click Surveys from the drop-down list displayed. The Survey List page displays.
Click Create a New Survey. The Identify Survey page displays.
For Survey Name, enter a descriptive label for this survey. In addition to displaying in both the administrator and end-user Survey Lists, this name will display as the title of your survey if you provide a link to it (if you embed the survey in a page or email, no title displays).
For User Security Category:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group of users.
For Page Wrapper:
Leave Use the default Page Wrapper selected to use the default wrapper for the user Security Category in which the page is placed. If no default wrapper exists for that security category, the default for the General security category is used if available or the site default wrapper if a General wrapper is not available. Note that the wrapper for this page will change if the default wrapper changes.
Or, click Override the default Page Wrapper and then make a selection from the drop-down list that displays. Note that the list will display the active wrappers in the same user Security Category as your page or in the General Security Category.
Notes: (a) If you use the default wrapper, the wrapper for your survey page will change if the default wrapper is changed. (b) If you override the default wrapper, the wrapper for your survey page does not change if the default changes. If the selected wrapper becomes unpublished, the system uses the default wrapper for the user Security Category in which the page is placed.
For Results Security Category:
Leave Administrators only selected to allow only administrators to view the answers to questions. ( Note that you may want to limit access to the results if you are requesting personal information.)
Or, click the General option from the drop-down list to add a View Results link that site visitors and constituents can click to display the answers made to the questions.
Or, click the Registered Users option from the drop-down list to add a View Results link that logged-in constituents can click to display the answers made to the questions .
For Survey Introduction, enter a statement that introduces or explains the purpose of the survey questions. You can also add instructions and additional information. This text will not display if the survey is embedded in a page or email.
For Submit Survey Button Label, enter a new label or add a word if you want the button to be labeled something other than Submit (for example, Submit My Answers).
For Skip Survey Button Label, enter a new label or add a word if you want the button to be labeled something other than Skip (for example, Skip this Survey).
Note: Surveys embedded in PageBuilder pages or emails display a Submit button regardless of any alternate text entered here.
For Unlimited Submissions:
Leave the Yes, allow constituents to respond to this survey more than one time checkbox unselected to enable each site visitor or constituent to submit this survey one time only.
Or, click the checkbox if site visitors and constituents can submit this survey multiple times.
For Survey Security:
Leave the Yes, secure this survey checkbox unselected.
Or, click the checkbox to make the survey secure. Secure surveys are important if you are collecting personal information. They cannot be embedded in an email, but a link to the secure survey may be inserted in the email.
For Email Responses, enter the email address of each administrator who should receive the responses from this survey.
For Survey Submitted Page, to display to the site visitor or constituent who submitted the survey:
A PageBuilder page within your Convio site, click Select to display the list of available pages and then click Insert from the Actions column of the appropriate page.
Or, a page outside your Convio site, enter the URL (or Web address) of the appropriate target page.
For Survey Cancelled Page, to display to the site visitor or constituent who clicked the Skip button:
A PageBuilder page within your Convio site, click Select to display the list of available pages and then click Insert from the Actions column of the appropriate page.
Or, a page outside your Convio site, enter the URL, or Web address of the appropriate target page.
For enter any combination of up to 255 numbers and letters. The code serves to identify how a constituent first interacts with your site and will be recorded by the Convio system when the completed survey is submitted. It will display in the Biographical Information section of the constituent Profile in Constituent360. The source code will also be an optional column in any report that displays constituent information. (If you are not familiar with how to use Source code, refer to Understanding Source Code help.)
For enter any combination of up to 255 numbers and letters. This value can provide more information about how a constituent first interacts with your site. It will also display in the Biographical Information section of the constituent Profile in Constituent360 and be an optional column in any report that displays constituent information.
For Number of Questions:
Leave the Yes, number the questions in this checkbox selected.
Or, click the checkbox to remove the checkmark and have the questions displayed without numbers prefixed.
Associating Survey Takers With a Group and Interests
You can automatically add the constituents who submit responses to this survey to a group or create a new group for them. You can also associate the survey takers with interests.
To perform these tasks:
On the Associate Groups and Interests page, for Group Membership: (If you are not on this page, click Define Groups and Interests from the Related Actions area on the Identify Survey page. )
Click Select. The Selection Criteria pop-up displays.
To add the group members to:
An existing group:
Click the Add constituents to an existing group radio button. The Group Selector list fields display on the page.
Click Select from the Actions column of the group and then click Apply (below the table). The groups page closes.
A new group:
Click the Add constituents to a new group radio button. The Group identification fields display on the page.
For Group Name, enter a label that will help identify the purpose or members in the group.
For Group Type, click the appropriate option from the drop-down list or enter a new group type.
For Group Description, enter a statement that identifies the purpose of the group.
For Group Security Mode, click the appropriate option from the drop-down list to apply a special privilege to the members of this group.
Click Apply. The groups page closes.
For Interest Categories, click the appropriate checkboxes in of the categories displayed in the list.
Click Finish. The Identify Survey page displays again.
You can add different types of questions to your survey or to a form depending on the types of responses you would like to get (for example, you can ask the survey taker to choose an answer from a drop-down list, enter it in a text field, and so on).
Each survey question has its own security category that enables you to control to whom it will display. You can make some questions visible only to administrators when they review the survey or others visible only to certain constituents taking the survey. Be sure that the category you select is part of the overall category who can access the survey. For example, you might have the overall survey in the General category to enable all site visitors to submit it, but have one or two questions visible only to those you have placed in a Board Members only security category.
In Survey, you can add general question types available in other applications plus one extra type, the Constituent Record Info (CRI) question. For details, refer to Adding a Constituent Record Info Question.
After adding your questions to your survey, you can continue by clicking Next. The Configuring Autoresponder page displays.
To add questions to your survey:
From the Question List on the Include Questions page, click Add Questions. The Question Type page displays.
Note: If you are not on the Include Questions page, on the Survey List page, click Edit from the Actions column of the survey and then click Next or Step 2 in the Process Navigator.
Format your questions using the information that follows.
Click one of the following links to format a question as a:
CAPTCHA question presented with a text string graphic that the person viewing the question must enter exactly in the text entry field displayed
Caption that is presented as an unnumbered textual instruction or information above a question or dividing a set of questions
Date Value question presented with a Month, Day, and Year drop-down lists that people use to select a date
Hidden Interest Update question that will add specific interests to the contact records of the people who answer it
Hidden Text Update question that will add a value to a field in the contact records of the people who answer it
Hidden True/False Update question that will add the TRUE or FALSE value to a field in the contact records of the people who answer it
Interest Categories question presented with Web and Email Interest checkboxes that people can select to have any available Web content associated with the interest automatically displayed to them on the Web site when they log in or to receive emails associated with an email interest
Multiple Choice Combo Box question presented with answer selections in a drop-down list from which people may make a single selection and an Other field into which they may enter a text value if none of the choices in the drop-down list are appropriate
Multiple Choice Multiple Response question presented with answer selections in a drop-down list from which a person may make more than one selection
Multiple Choice Multiple Response with Update Contact Record Field Enabled -- the question is presented with answer selections in a drop-down list from which a respondent can make more than one selection; includes the option of configuring one or more responses to update contact record fields; available in the Survey and TeamRaiser modules only and must be enabled by Convio
Numeric Value question presented with a text entry field into which a person will enter numbers as a response
Rating Scale question presented with answer selections as a list of radio buttons from which a person may make one selection only
Short Text Value question presented with a text entry field into which a person can enter up to 40 letters, numbers, or spaces from the keyboard
Text Value question presented with a text entry field into which a person can enter up to 255 letters, numbers, or spaces from the keyboard
Unlimited Text Value question presented with a text entry field into which a person can enter up to 1000 letters, numbers, or spaces from the keyboard.
True/False question presented with TRUE and FALSE as the answer selections in a drop-down list from which a person may make one selection only
Yes/No question presented with YES and NO as the answer selections in a drop-down list from which a person may make one selection only
Use a CAPTCHA question to force a person to fill in a unique text string that appears on the page in order to complete or submit a page. Sometimes referred to as a challenge, CAPTCHA questions help prevent non-humans from registering for an activity on your site or completing information that will not be valid. A CAPTCHA Question may appear similar to the following:
The CAPTCHA question type has the (Wheelchair icon) built in to advise people using assistive technologies (such as JAWS) about the challenge. When the icon is encountered, the person will be advised to open a new browser window to play the sound version of the challenge and then press the appropriate keys on their computer keyboard to access the input field so they can enter the phrase they heard.
The question also has the Change image link embedded that people can click if they cannot view the phrase correctly.
If a person does not enter the phrase correctly, a new phrase will display for them to try again. The number of times that a person may attempt to enter the phrase is almost always unlimited. However, some activities have an attempt threshold that this question honors. For example, the Tell-A-Friend feature has a limit of five submissions to the same email address per hour so a constituent attempting to send this type of message may only be allowed to try to enter the phrase five times before they are not allowed to make any more attempts until the next hour.
To add a CAPTCHA question:
From the Question Type drop-down list, click CAPTCHA and then click Next. The Edit Question page displays.
In the Question Text area, enter directions for entering the displayed string (for example, Please enter the phrase shown in the following field:)
For the Required checkbox, click the checkbox to add a checkmark to it. (Note: The CAPTCHA question should always be required.)
For Security Category, to control who this question will be displayed to:
Leave General selected to display this question to everyone.
Or, select an option from the drop-down list to restrict display to a specific audience or group of users.
To update the contact record of the responding constituent with the response to this question, click the Yes, update the following field with the answer to this question checkbox and then, if the field:
Already exists in the contact record, click the appropriate field from the drop-down lists
Or, does not yet exist, click Enable new custom field and enter the special category name and field name to add to the contact record for this information.
To check the appearance of your new question and make any necessary adjustments:
Click Preview. A separate browser window opens and displays your question construction.
After looking over the text and options, close the Preview window and make any necessary changes.
Repeat these two steps until the question displays correctly. Note: You can determine the order in which this question will display in the list questions using the Order field on the Question List.
Click Finish. The Questions list page displays again with your new question in the list.
Use the Caption question type to add general information to a page or form, or to insert instructions above a specific question or set of questions. You can use the WYSIWYG Editor to insert and format text, images, and personalization options.
Captions will not be numbered. However, you can use the Order column to place a caption above or below another question or set of questions. The numbering will skip over the caption without breaking the sequence.
To add a caption:
From the Question Type drop-down list, click Caption and click Next. The Edit Question page displays.
In the Question Text area, enter your instruction or information. You can use the features of the WYSIWYG Editor, including inserting and formatting text, images, links, and other Convio components.To access the online help topics for assistance with this content editor, click the Help link or (Help) icon that displays in the upper right of the content editor window.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
To view your caption content, click Preview. A separate browser window opens to display your new caption.
After inspecting your work, close the preview window, make any changes, and preview your caption again.
When you are satisfied with its appearance, click Finish. The Question list that you started form displays again with your new caption in the list.
Use the Hidden Interest Update question type to automatically add specific interests to the contact record of people who submit responses to questions.
Note: People can edit their Profile to opt-out of interests, including the ones added here.
To add a Hidden Interest Update question:
From the Question Type drop-down list, click Hidden Interest Update and then click Next. The Edit Question page displays.
In the Interest Categories table, click the checkboxes of the appropriate interests displayed.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
Click Finish. The Questions list page displays again with your new question in the list.
Use the Hidden Text Update question type to automatically add a value to a specific field in the contact record of people who submit responses to these questions.
To add a Hidden Text Update question:
From the Question Type drop-down list, click Hidden Text Update and then click Next. The Edit Question page displays.
In the Constituent Contact Record Update table, enter the value you want to place in the field in the contact records of constituents who submit their responses to these questions.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
For Contact Record Field Update:
Click Select existing field. The Field Type and Field drop-down lists display.
To locate the field, click the appropriate option from the Field Type drop-down list, which populates the Field drop-down list.
Click the appropriate contact record field from the Field drop-down list.
Click Finish. The Questions list page displays again with your new question in the list.
Use the Hidden True/False Update question type to automatically add a value to the field within the contact record of people who submit responses to questions.
To add a Hidden True/False Update question:
From the Question Type drop-down list, click Hidden True/False Update and then click Next. The Edit Question page displays.
In the Constituent Contact Record Update table, enter the value you want to place in the field in the contact records of constituents who submit their responses to these questions.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
For Contact Record Field Update:
Click Select existing field. The Field Type and Field drop-down lists display.
To locate the field, click the appropriate option from the Field Type drop-down list, which populates the Field drop-down list.
Click the appropriate contact record field from the Field drop-down list.
Click Finish. The Questions list page displays again with your new question in the list.
Use the Interest Categories question type to ask a question and then display checkboxes for receiving email or viewing Web content related to an interest. You can select to have the checkboxes contain a checkmark when displayed or display without it (the default). You can also change the label of the selected interests for display with this question.
If a constituent selects an interest or leaves the checkmark in the interest checkbox, that interest is recorded in the contact record of the constituent.
An Interest Category question may appear similar to the following.
To add an Interest Categories question:
From the Question Type drop-down list, click Interest Categories and then click Next. The Edit Question page displays.
In the Question Text area, enter your question or statement to which you want the person to respond.
In the Interest Categories table, click the checkboxes of the appropriate interests displayed.
For Answer Required:
Leave the checkbox unselected to display the question but allow the questions to be submitted without a response for this one.
Or, click the Yes, require a response to this question checkbox if the question responses cannot be submitted without a response to this question.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
Click Next. The Edit Interest Categories page displays.
For Default?:
Leave the checkbox unselected so people can select this interest.
Or, click the checkbox so it will contain a checkmark when displayed.
For Label:
Leave the existing label.
Or, click into the field and make changes to the way this label will display with this question.
To view your question/response formatting, click Preview. Your new question and response area displays in a separate browser window.
After inspecting your work, close the preview window, make any changes, and then preview your question again.
When you are satisfied with its appearance, click Finish. The Questions list page displays again with your new question in the list.
Use the Multiple Choice Combo Box question type to provide a question with one radio button preceding a drop-down list that contains answer selections and another radio button preceding an Other field for entering a text value. People may only make one choice from the drop-down list or enter a value in the Other field.
A Multiple Choice Combo Box may appear similar to the following.
To add a Multiple Choice Combo Box question:
From the Question Type drop-down list, click Multiple Choice Combo Box and then click Next. The Edit Question page displays.
In the Question Text area, enter the question or statement to which you want a person to respond.
In the Possible Responses area, enter an answer selection and press the Enter key on the keyboard. Repeat for each answer selection. Although the number of lines is not limited, you can enter up to 255 characters (including spaces) total in this area.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
For Contact Record Field Update:
Leave Do not update constituent record selected.
Or, to update a field in the contact record with the response from this question:
Click Select existing field. The Field Type and Field drop-down lists display.
To narrow the choice of available fields, click the appropriate option from the Field Type drop-down list, which populates the Field drop-down list.
Click the appropriate contact record field from the Field drop-down list.
To view your question/response formatting, click Preview. Your new question and response area displays in a separate browser window.
After inspecting your work, close the preview window, make any changes, and then preview your question again.
When you are satisfied with its appearance, click Finish. The Questions list page displays again with your new question in the list.
Adding a Multiple Choice Multiple Response Question Type
Use the Multiple Choice Multiple Response question type to provide a question with answer selections presented in a list of checkboxes.
You can specify a minimum and a maximum number of selections that the people must make from the choices you provide and this information is displayed immediately below the question text. If the question is required, the person must select the number of checkboxes within the specified range. If the question is not required, the person can skip the question or select an appropriate number of checkboxes.
A Multiple Choice Combo Box may appear similar to the following.
To add a Multiple Choice Multiple Response question:
From the Question Type drop-down list, click Multiple Choice Multiple Response and then click Next. The Edit Question page displays.
In the Question Text area, enter the question or statement to which you want a person to respond.
In the Possible Responses area, enter an answer selection and press the Enter key on the keyboard. Repeat for each answer selection. Although the number of lines is not limited, you can enter up to 255 characters (including spaces) total in this area.
For Answer Required:
Leave the checkbox unselected to display the question but allow the questions to be submitted without a response for this one.
Or, click the Yes, require a response to this question checkbox if the question responses cannot be submitted without a response to this question.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
For Minimum Number of Selections, enter the least number of responses that a person can select.
For Maximum Number of Selections, enter the highest number of responses that a person can select.
To view your question/response formatting, click Preview. Your new question and response area displays in a separate browser window.
After inspecting your work, close the preview window, make any changes, and then preview your question again.
When you are satisfied with its appearance, click Finish. The Questions list page displays again with your new question in the list.
Adding a Multiple Choice Multiple Response Question Type with "Update Contact Record Field" Enabled
Convio can enable a site option that allows you to configure the Multiple Choice Multiple Response Question, in the Survey and TeamRaiser modules only, such that each response updates a selected contact record field. This feature can be particularly useful for updating custom Additional Information fields.
For example, if you were to have 3 custom Additional Information fields for cancer survivorship (SelfSurvivor, FamilySurvivor, and FriendSurvivor), you might configure a single Multiple Choice Multiple Response Question as follows:
In configuring the question, you could choose to add a Yes or No to each of your 3 custom fields, depending on whether the constituent checks or fails to check each box. In our example, if a constituent were to take the survey and check the first and third responses, the Additional Information section of their Cons360 profile would then look like the following:
You can choose not to update a contact record field with one or more responses, and no two responses can update the same constituent record field. In addition, since this question type can be used to update any string type of field, you should consider the following:
Each site has only 30 Custom string fields that can be enabled, and it can be easy to reach or exceed that limit when enabling custom fields
All fields of a string type will appear in the option box, so you must be careful in selecting the field to update so that you do not over-write important data
Otherwise, this question type behaves just as it would if you did not have the update contact fields feature enabled. You can specify a minimum and a maximum number of selections that constituents must make from the choices you provide and this information is displayed immediately below the question text. If the question is required, constituents must select the number of checkboxes within the specified range. If the question is not required, constituents can skip the question or select an appropriate number of checkboxes.
To add a Multiple Choice Multiple Response question when the ability to update a contact record field is enabled:
From the Question Type drop-down list, click Multiple Choice Multiple Response and then click Next. The Edit Question page displays.
In the Question Text area, enter the question or statement to which you want the constituent to respond.
In the Possible Responses area, click Add New Response. In the pop-up that opens,
Enter a Response that the constituent can select. You can enter up to 255 characters (including spaces) in this area.
Modify the default Order of this response, if desired.
Indicate whether you want this response to Update a Contact Record Field. Note that you can have some responses that update a contact record field and some that do not.
If you have selected to have this response update a contact record field,
Select the Field Type to update.
Select the specific Field to update. (No two responses can update the same field.)
Enter the Value to place in the selected field if the constituent selects this response. If you leave this field blank, the system will add the value of the Response itself to the contact record field. (In our example above, if you did not indicate a value for this step, the SelfSurvivor field would be updated with "I have survived cancer" when a constituent selected this response.)
Enter the Value to place in the selected field if the constituent does not select this response. This value will default to Null if you do not enter a value.
Important:A Null value will over-write any existing value in the contact record field, so again, choose the field to update and the values for the update carefully.
Click Done to return to the Edit Question page. Your new response will be listed, along with the options to Edit or Delete that response.
Note: Clicking Done does not save your changes to the overall Question -- you can still use the Cancel button or Process Navigator to leave the question without saving.
Add Additional Responses, as needed, returning to the Edit Question page when finished.
For Answer Required:
Leave the checkbox unselected to display the question but allow the questions to be submitted without a response for this one.
Or, click the Yes, require a response to this question checkbox if the question responses cannot be submitted without a response to this question.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
For Minimum Number of Selections, enter the least number of responses that a person can select.
For Maximum Number of Selections, enter the highest number of responses that a person can select.
To view your question/response formatting, click Preview. Your new question and response area displays in a separate browser window.
After inspecting your work, close the preview window, make any changes, and then preview your question again.
When you are satisfied with its appearance, click Finish to save your changes to the question. The Questions list page displays again with your new question in the list.
Adding a Multiple Choice Single Response (Drop Down) Question Type
Use the Multiple Choice Single Response (Drop Down) question type to provide a question with answer selections in a drop-down list where a person may only make one selection.
A Multiple Choice Single Response (Drop Down) question may look similar to the following.
To add a Multiple Choice Single Response (Drop Down) question:
From the Question Type drop-down list, click Multiple Choice Single Response (Drop Down) and then click Next. The Edit Question page displays.
In the Question Text area, enter the question or statement to which you want a person to respond.
In the Possible Responses area, enter an answer selection and press the Enter key on the keyboard. Repeat for each answer selection. Although the number of lines is not limited, you can enter up to 255 characters (including spaces) total in this area.
For Answer Required:
Leave the checkbox unselected to display the question but allow the questions to be submitted without a response for this one.
Or, click the Yes, require a response to this question checkbox if the question responses cannot be submitted without a response to this question.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
For Contact Record Field Update:
Leave Do not update constituent record selected.
Or, to update a field in the contact record with the response from this question:
Click Select existing field. The Field Type and Field drop-down lists display.
To narrow the choice of available fields, click the appropriate option from the Field Type drop-down list, which populates the Field drop-down list.
Click the appropriate contact record field from the Field drop-down list.
To view your question/response formatting, click Preview. Your new question and response area displays in a separate browser window.
After inspecting your work, close the preview window, make any changes, and then preview your question again.
When you are satisfied with its appearance, click Finish. The Questions list page displays again with your new question in the list.
Adding a Multiple Choice Single Response (Radio) Question Type
Use the Multiple Choice Single Response (Radio) question type to provide a question with answer selections displayed as a list of radio buttons where a person may only make one selection.
A Multiple Choice Single Response (Radio) question may appear similar to the following.
To add a Multiple Choice Single Response (Radio) question:
From the Question Type drop-down list, click Multiple Choice Single Response (Radio) and then click Next. The Edit Question page displays.
In the Question Text area, enter the question or statement to which you want a person to respond.
In the Possible Responses area, enter an answer selection and press the Enter key on the keyboard. Repeat for each answer selection. Although the number of lines is not limited, you can enter up to 255 characters (including spaces) total in this area.
For Answer Required:
Leave the checkbox unselected to display the question but allow the questions to be submitted without a response for this one.
Or, click the Yes, require a response to this question checkbox if the question responses cannot be submitted without a response to this question.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
For Contact Record Field Update:
Leave Do not update constituent record selected.
Or, to update a field in the contact record with the response from this question:
Click Select existing field. The Field Type and Field drop-down lists display.
To narrow the choice of available fields, click the appropriate option from the Field Type drop-down list, which populates the Field drop-down list.
Click the appropriate contact record field from the Field drop-down list.
To view your question/response formatting, click Preview. Your new question and response area displays in a separate browser window.
After inspecting your work, close the preview window, make any changes, and then preview your question again.
When you are satisfied with its appearance, click Finish. The Questions list page displays again with your new question in the list.
Use the Rating Scale question type to provide a question with answers displayed in a list of radio buttons where a person may select only one radio button.
A Rating Scale question may appear similar to the following.
To add a Rating Scale question:
From the Question Type drop-down list, click Rating Scale and then click Next. The Edit Question page displays.
In the Question Text area, enter the question or statement to which you want a person to respond.
In the Possible Responses area, enter an answer selection and press the Enter key on the keyboard. Repeat for each answer selection. Although the number of lines is not limited, you can enter up to 255 characters (including spaces) total in this area.
For Answer Required:
Leave the checkbox unselected to display the question but allow the questions to be submitted without a response for this one.
Or, click the Yes, require a response to this question checkbox if the question responses cannot be submitted without a response to this question.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
To view your question/response formatting, click Preview. Your new question and response area displays in a separate browser window.
After inspecting your work, close the preview window, make any changes, and then preview your question again.
When you are satisfied with its appearance, click Finish. The Questions list page displays again with your new question in the list.
You can use one of three Text Value types to provide a question with a field into which a person can enter information.
A Text Value question may appear similar to the following.
To add a Text Value question:
From the Question Type drop-down list, click the:
Short Text Value to let a person enter up to 40 letters, numbers or spaces from the keyboard and then click Next. The Edit Question page displays.
Text Value to let a person enter up to 255 letters, numbers, or spaces from the keyboard and then click Next. The Edit Question page displays.
Unlimited Text Value to let a person enter up to 1000 letters, numbers, or spaces from the keyboard and then click Next. The Edit Question page displays.
In the Question Text area, enter the question or statement to which you want a person to respond.
For Answer Required:
Leave the checkbox unselected to display the question but allow the questions to be submitted without a response for this one.
Or, click the Yes, require a response to this question checkbox if the question responses cannot be submitted without a response to this question.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
For Contact Record Field Update: (not available for Unlimited Text Value)
Leave Do not update constituent record selected.
Or, to update a field in the contact record with the response from this question:
Click Select existing field. The Field Type and Field drop-down lists display.
To narrow the choice of available fields, click the appropriate option from the Field Type drop-down list, which populates the Field drop-down list.
Click the appropriate contact record field from the Field drop-down list.
To view your question/response formatting, click Preview. Your new question and response area displays in a separate browser window.
After inspecting your work, close the preview window, make any changes, and then preview your question again.
When you are satisfied with its appearance, click Finish. The Questions list page displays again with your new question in the list.
Adding a Constituent Registration Information Question Type
Use the Constituent Registration Info question type to register a new constituent and enter the information supplied in their contact record. Or, if the email address matches an existing constituent record, the information in the existing record can be updated according to the rule set here.
When a constituent is registered by submitting a survey, the system does not send the New User or Login Reminder autoresponder typically sent in response to new constituent registrations. The system does send the Survey Thank You autoresponder unless it is disabled.
Notes: Unlike the other question types, you may use the Constituent Registration Info type only one time in each survey so you must request all the information within this one question.
To add Constituent Registration Info questions:
From the Question Type drop-down list, click Constituent Registration Info and then click Next. The Edit a Question page displays.
In the Question Text area, enter your question or statement to which you want the survey taker to respond.
For Security Category, to determine the constituent group to which this question will be visible:
Leave General selected to allow all site visitors and constituents to view and answer the questions.
Or, click the appropriate option from the drop-down list to restrict who can view and answer the questions to a specific group.
Click Next. The Select Basic Fields page displays.
To add more than the default fields to this question, click the appropriate Required or Requested checkbox of the options shown. Note: You can request the information or require that a response be submitted order to complete the response gathering process. In order to create new constituent records from this question, you must at least require the person to enter a First Name/Last Name, or Email address. All required fields are marked with an asterisk (*).
Click Next. The Select Additional Fields page displays.
To add more fields, click the appropriate checkboxes in the first Additional Constituent Record Fields table.
To change the Postal Opt-in field so it:
Is only requested, click the Default checkbox to remove the checkmark.
Does not display with the question, click both checkboxes to remove the checkmarks.
To configure the Email Opt-in field:
Is only requested, click the Default checkbox to remove the checkmark.
Does not display with the question, click both checkboxes to remove the checkmarks.
On Configure Email Opt-in, you specify how the opt-in displays and whether it is automatic. To do so,
Hide the opt-in feature by clicking the No, do not display the email opt-in checkbox. radio button.
Hide the opt-in feature and opt in constituents automatically by clicking the No, do not display the email opt-in checkbox. Opt-in constituents automatically. radio button.
Display the opt-in feature by clicking the Yes, display the email opt-in checkbox. radio button.
Click to uncheck Checkbox checked by default. checkbox to disable that default.
Enter custom opt-in text, if desired.
Click Next. The Select Layout and Processing Options page displays.
For Field Layout:
Leave the Standard Layout selected to display the block-like form where several fields can be on the same line (for example, First Name, Middle Name, and Last Name will display on one line)
Or, click the Vertical Layout to display each field is on its own line
Or, click Narrow Layout to display each field is on its own line, but with shortened fields that take up less room on the page
For Registered Constituent Login Prompts:
Leave the Do not prompt constituents to log in selection as displayed.
Or, click Prompt constituents to log in with a link directly to the Login page to open the actual Login page with the login fields, including the ability to retrieve a forgotten username or password.
Or, click Prompt constituents to log in with a link to the Login pop-up to provide a link with the statement If you have previously registered, please login here to prepopulate your information that opens a popup with the login fields on it.
For New Constituent Login Information:
Leave the Automatically generate a user name and password for a new constituent selection as displayed.
Or, click Ask new constituents to enter their own user name and password to display the User Name, Password, and Verify Password fields.
For Automatic Log In of New Constituents:
Leave the Automatically log in new constituents who submit responses to this survey selection as displayed.
Or, click Do not log in new constituents who submit responses to this survey.
For Response Processing if Duplicate Email Address is Detected:
Leave the Require the constituent to log in before processing the response to reject any information already filled in and display a prompt that tells the user that they must log in in order to submit this survey. Note that if you select this option, be sure to provide one of the login prompts mentioned above.
Or, click the Accept response without updating the contact record to place the survey responses on the Results page and in a Survey Report without updating the contact record of the constituent with changes provided here.
Or, click the Accept the response and update the contact record if the constituent is logged in to use the survey responses to update the fields (except for address fields) in the contact record of a constituent who is logged into the site as well as place the survey responses on the Results page and in a Survey Report.
Or, click the Accept response and always update contact record to use the survey responses to update the fields in the contact record of the constituent even when the address block for this email address may contain totally different contact information as well as place the survey responses on the Results page and in a Survey Report.
To view your caption content, click Preview. A separate browser window opens to display your new caption.
After inspecting your work, close the preview window, make any changes, and preview your caption again.
When you are satisfied with its appearance, click Finish. The Question list that you started form displays again with your new caption in the list.
By default, a Survey Thank You autoresponder is emailed to each person who submits a survey.
Note that a site-wide Survey Thank You autoresponder is not shipped, but you can create a customized Survey Thank You for each survey you create. In the Autoresponder Center, you can also create a default site version to use as a template for the surveys (refer toManaging the Autoresponder Center).
From the Autoresponder list on the Configure Autoresponder page, to:
Note: If you are not on the Configure Autoresponder page, on the Survey List page, click Edit from the Actions column of the survey and then click Next or Step 3 in the Process Navigator.
View the current content, click Preview from the Actions column of the Survey Thank You. The default version displays in a separate browser window where you can view the HTML-formatted and plain text content. Close the Preview when you are finished.
Send the current version, click Next. The Publish Survey page displays.
Not send a Thank You autoresponder, click Disable from the Actions column of the Survey Thank You and then click Next. The Publish Survey page displays.
Customize the autoresponder and have it sent to each person who submits this survey:
Click Edit from the Actions column of the Survey Thank You The Configure Envelope page displays.
For the:
Sender Name, type in any appropriate changes.
Sender Email Address, type in any appropriate changes.
Subject Line, type in any appropriate changes.
Message Stationery, click the radio button of the appropriate stationery on which to display this message.
Click Next. The Edit HTML Content page displays.
Enter or delete text, insert images and links, create tables, apply styles, add colors, or other formatting. For assistance, refer to Using the WYSIWYG Editor.
Click Next. The Update Plain Text page displays.
Click Update Plain Text. The plain text that corresponds to the HTML content is placed in the Plain Text Content window.
Review this text and make any adjustments to it (such as changing the spacing between paragraphs and adding descriptive lead-in words for links).
Click Finish. The Configure Autoresponder page displays again.
After identifying the details of the survey, adding questions, and configuring the autoresponder, you can publish the survey or schedule its publication. You can also set a specific end date on which the survey will no longer be available.
To schedule when the survey will be available:
On the Publish Survey page, to:
Leave the survey unpublished (for example, you want to finish adding questions later), leave the Publish this Survey at a later time radio button selected.
Make the survey available:
Immediately, click the Publish this Survey now and set the start date according to the schedule set below radio button and leave the current date shown.
On a specific date, click the Publish this Survey now and set the start date according to the schedule set below radio button and set the appropriate Month, Day, or Year using the drop-down date selectors below the radio button.
To set an end date for the survey, click the appropriate Month, Day, or Year from the Survey End Schedule drop-down date selector lists.
Click Finish. The Survey List page displays again with your new survey in the list.
You can add different types of questions to your survey or to a form depending on the types of responses you would like to get (for example, you can ask the survey taker to choose an answer from a drop-down list, enter it in a text field, and so on) . For details about each question type, refer to Understanding Question Types.
To add a question, refer to the Adding Questions section in this Help Topic.
To change the information within a question:
On the Survey List page, click Edit from the Actions column of the Survey. The Identify Survey page displays.
From the Process Navigator, click the Include Questions step. The Questions List page displays.
Make your changes. For assistance, refer to Adding Questions section in this Help Topic.
Click Edit from the Actions column of the question. The Edit a Question page displays.
Click Preview. A pop-up displays with your question displayed.
Note: To make any changes, close the pop-up, enter your modifications, and click Preview again.
When you are satisfied with the question, close the Preview pop-up to return focus to the Edit a Question page.
Click Finish. The Include Questions page displays again.
Click Save. The The Survey was Successfully Saved message displays.
By default, the system will automatically send a thank you email autoresponder to each person who completes a survey.
Note that Convio does not ship a site-wide Survey Thank You autoresponder. You can create a specific Survey Thank You for each survey, or you can create a default site version you can use as a base for each subsequent Survey Thank You autoresponder. To create this site default autoresponder, refer to Managing the Autoresponder Center.
To change the autoresponder:
On the Survey List page, click Edit from the Actions column of the Survey. The Identify Survey page displays.
From the Process Navigator, click the Configure Autoresponder step. The Autoresponder List page displays.
To keep from sending it, click Disable from the Actions column.
Or, to edit the autoresponder:
Click Edit from the Actions column of the autoresponder. The Configure Envelope page displays.
Make any changes.
Click Next. The Edit HTML Content page displays.
Enter or delete text, insert images and links, create tables, apply styles, add colors, or other formatting. For assistance, refer to Using the WYSIWYG Editor.
Click Next. The Update Plain Text page displays.
Click Update Plain Text. The plain text that corresponds to the HTML content is placed in the Plain Text Content window.
Review this text and make any adjustments to it (such as changing the spacing between paragraphs and adding descriptive lead-in words for links).
Click Finish. The Configure Autoresponder page displays again.
Click Save. The The Survey was Successfully Saved message displays.
You can determine when a survey will be available by changing its dates. You can also make a survey inactive by clicking Unpublish from its Actions column.
To change these dates:
On the Survey List page, click Edit from the Actions column of the Survey. The Identify Survey page displays.
From the Process Navigator, click the Publish Survey step. The Publish Survey page displays.
To make the survey available:
Immediately, click the Publish this Survey now and set the start date according to the schedule set below radio button and leave the current date shown.
On a specific date, click the Publish this Survey now and set the start date according to the schedule set below radio button and set the appropriate Month, Day, or Year using the drop-down date selectors below the radio button.
To end the survey on a specific date, click the appropriate Month, Day, or Year from the Survey End Schedule drop-down date selector lists.
Click Save.
Click Save. The The Survey was Successfully Saved message displays.
You can keep a question from appearing on your survey by deleting it. You can also simply choose not to include it in order to save it for future use.
WARNING: Deleting a question also deletes the responses collected and this means that they will be unavailable for reports. Instead, you can click the Include checkbox to remove the question from displaying in the survey.
To remove a survey question:
On the Survey List page, click Edit from the Actions column of the Survey. The Identify Survey page displays.
From the Process Navigator, click the Include Questions step. The Questions List page displays.
To:
Delete the question permanently, click Delete from its Actions column.
Remove it from view, but not delete it permanently, click its Include this Question checkbox.
Click Save. The The Survey was Successfully Saved message displays.
You can publish a survey directly from the Survey list by clicking Publish from its Actions column. Note that the Unpublish replaces the Publish in the Actions column.
You can make a survey available to your site visitors or a special group of constituents by creating a link to the survey within the text on a page or email message. You can set up your link to display a new browser window or just replace the content in the existing window when the link is clicked. You can add to the link default Source and Subsource code using special variables (refer to Using Source Code with Surveys in to Understanding Source Code help).
You can also:
Insert the Survey component on a page to provide additional details about the survey and enable survey takers to view results
Embed a survey on a page or in an email to present the survey directly
To insert a link to a survey within the text on a page or in an email message:
Access the WYSIWYG Editor window of the page or the email.
Click into the window and enter a few words to introduce your survey and highlight the text to use as the link.
Click the Links drop-down list and click Survey. The Link Selector pop-up displays.
Click Insert in the Actions column of your survey. The pop-up closes.
Click Save, and then complete the page or email according to the standard procedures for your organization.
You can insert the Survey component into an empty component on a PageBuilder page to provide additional details that may make the survey more tempting to take.
To insert the Survey component on a page:
From an open version of a page, click an Empty Component drop-down list and click Survey Component.
Click Edit. The Add Survey page displays.
Click the survey from the Survey drop-down list.
In the Component Contents area, click the, appropriate checkboxes to show information with the survey link on the page or in the email message.
To change the way the survey displays, click the Wide radio button.
Click Save. The pop-up closes and the information you have specified and a link to the survey displays on the page.
Click Save, and then complete the page according to the standard procedures for your organization.
Instead of asking people to click a link to access your survey, you can embed it directly in a PageBuild page on your site or in an email. You should always provide a fallback link to your survey.
Note: You cannot embed a survey in a CMS page.
Often, up to 40% of email recipients may not view the survey as you intended. (Some email providers will not display the embedded survey at all, while others may cause it display incorrectly.)
You cannot embed secure surveys in email. Do not request important information to avoid security issues for your constituents.
Embedded surveys are automatically down-rendered as a link in the text version of an email.
Note that the link to the survey should precede the embedded survey.
To embed a survey directly in a page or email:
Access the WYSIWYG Editor window of the page or the email.
Enter a few words to introduce your survey and then position the cursor where you want the survey to display.
Click the Components drop-down list and click Survey. The Component Selector pop-up displays.
Click Insert in the Actions column of your survey. The pop-up closes and the link displays your survey on the page or email.
Click Save, and then complete the page or email according to the standard procedures for your organization.
You can view the results of the survey onscreen to check answers, evaluate trends, and so on, as well as download the results.
Note: You can also run the Survey Report (from the Content Management Reports that you can access from the Reports application under Data Management in the navigation bar). For assistance, refer to Running the Survey Report.
To view survey results onscreen: From the Surveys list page, click View Report from the Actions column of the survey.
To download survey results: From the Surveys list page, click Download Report from the Actions column of the survey.
You can manage surveys to search for individual survey responses, review the results, and revise answers if necessary. Although, the system records any changes you make as a Survey Modified Interaction in the Interactions section of constituent Profiles (unless the survey was taken anonymously), the Survey Report will show only the most current response.
Managing Survey Responses from the Surveys Application
From the navigation bar, click Content and then click Surveys from the drop-down list displayed. The Survey List page displays.
Click Find Responses from the Actions column of the survey. The system displays the Find responses to this survey page.
To search for the responses by a respondent who took the survey:
When logged in or registering for the first time, enter all or part of the First Name, Last Name, or Email address of the respondent.
Anonymously, click the Anonymous users checkbox.
During a specific timeframe (like last week, last month, and so on), click the Predefined Date Range drop-down list and click the appropriate option.
On a specific date or range of dates, click the Custom Date Range radio button and click the Month, Day, and Year drop-down lists to set a specific date or range of dates.
Note: The system will not search on date alone. You must also enter a value in one of the respondent fields.
Click Search. The names of the survey takers who match your search criteria are displayed in a search results list below Search.
Click Edit in the Action column of a respondent. The Edit page displays.
Make any changes as necessary and answer any questions that are designated as Administrator only.
Click Finish. The Find responses to this survey page displays again.
Managing Survey Responses In a Constituent Profile
You can locate the Profile of a respondent and then review and edit survey responses from it.
To review and edit responses directly in the Profile of the responding constituent:
Locate the Profile:
From the navigation bar, click Constituent 360 and then click Constituents from the drop-down list displayed. The Find Contact page displays.
Enter all or part of the First Name, Last Name, Email address, User Name, or Phone Number of the respondent. You can also enter the exact Member ID or ZIP/Postal Code.
Click Find. The Contact List page displays with the names of all constituents who match the search criteria entered.
Click the Edit icon in the Actions column of the appropriate person. The Profile page for the constituent displays.
Click the Interactions tab. The list of interactions performed on the site by the constituent displays in the Interactions List at the bottom of the page as a Survey Submitted interaction type.
Note: If the list is long, click the Survey Submitted option from the Interaction Selection drop-down list and click Filter. Only Survey Submitted interactions will now display.
Click Subject for the appropriate survey submitted interaction. The Interaction Details display.
Click Edit Responses at the end of the survey. The Edit page displays.
Make any changes as necessary and answer any questions that are designated as Administrator only.
Click Finish. The Interaction Details page displays again.
Click Save. The Interactions list page displays again.
To verify your changes, click Subject in the appropriate Survey Modified interaction. The Interaction Details page displays again.
Click Cancel. The Interactions list page displays again.
To make any changes, go back to step 3 and repeat these steps again.
(Wheelchair icon) built in to advise people using assistive technologies (such as JAWS) about the challenge. When the icon is encountered, the person will be advised to open a new browser window to play the sound version of the challenge and then press the appropriate keys on their computer keyboard to access the input field so they can enter the phrase they heard.
(Help) icon that displays in the upper right of the content editor window.
