Surveys

On the Surveys page for a constituent, the Surveys grid displays the surveys sent to or associated with the constituent. To access the Surveys page, select Surveys under More information.

For each survey, you can view the date your organization sent the survey, the date the constituent responded, the name and category of the survey, and the number of questions included. To make sure the grid displays the latest information, select Refresh List on the action bar.

To view a detail summary of the survey, select its row in the grid. Beneath the row, additional information appears, such as any comments entered about the survey. You enter this information when you manually add the survey to the constituent.

To help find a specific survey, you can filter the surveys that appear in the grid. On the action bar, select the criteria of the survey to view and select Apply. You can select to view surveys sent or responded to during a specific time frame, such as This year, This quarter, or Next week. If you select “<Specific date range>”, enter the time period in the Start date and End date fields. To remove the selected filters and display all surveys, select Reset on the action bar.

To view additional information about a survey, such as any responses received from the constituent or any documentation associated with the survey, clcik its name in the grid. The record of the survey appears. For information about the items on this record, see Survey Record.

Note: If you integrate with Blackbaud Internet Solutions and include a Survey part on your website, you can download responses from your online surveys. When you download survey responses from Blackbaud Internet Solutions, the program automatically updates the Surveys page of the constituents who participate in the survey with a record of their participation and their respective responses. To indicate that the constituent entered the survey responses through your website, in the Details window, the Comment field displays “Generated by Blackbaud Internet Solutions”.

From the grid, you can add and manage the surveys associated with the constituent.