Survey Record

When you add a survey to a constituent record, the program automatically creates a record of the survey. From the record, you can view and manage information about the survey.

To access a survey record from the Surveys page of a constituent, select the name of the survey under Surveys.

At the top of the record, profile information about the constituent appears, including primary contact information, lookup ID, inactive status, and any active constituencies. You can also view and manage the responses and documentation associated with the survey. To help you navigate through this information, the survey record contains multiple tabs.

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 generates a record of the survey for the constituents who respond. To indicate that the constituent entered the survey responses through your website, the Comment field displays “Generated by Blackbaud Internet Solutions”. On the Responses tab, the Responses grid displays the survey questions and constituent responses downloaded from the website.

From the grid, you can also edit or delete the survey record.