Download Survey Responses

When you design your website, you can create a Survey part to learn more information about your constituents and their interests. In Blackbaud CRM, you download these responses to track the information on constituent records. You do not process survey responses in a batch. You download them from the Download survey responses task on the on the Web Transactions page. Under Tasks, when you select this option, the program downloads the survey responses from your website and displays the Survey Response Download process status page to track the progress of the download.

Note: You can also download survey responses from the Survey Response Download process status page. On the status page, under Tasks, select Start process. The program automatically starts the download process and updates the status page with information about the new instance of the process. To include the same constituents and responses included in the original download, you can reset the last run on date of the process. For information about how to reset the last run on date, refer to Reset the Last Run On Date of a Survey Response Download Process.

After you download survey responses, you can view the responses of a specific website user from the user’s constituent record. On the constituent record, select the Documentation and Interactions tab and then select the Surveys tab. The survey information for the constituent appears. From this tab, you can view the surveys completed by the constituent and the responses entered for each. For information about downloaded survey responses and the Surveys page, refer to Surveys Page.

Note: When you administer your website, you can clear the responses from the Survey part. If you clear the responses from the Survey part, when you next download survey responses, the program automatically removes the survey and responses from the Surveys pages of your constituents.