Surveys

You can create surveys that can be automatically triggered by a volunteer event ending or by a user completing the checkout process. Surveys can also be shared by direct link.

Tip: To embed questions into various flows within the CSRconnect Community, use Custom Questions. For questions that appear during the event or project sign up flow, use sign up questions.

You can manage surveys from CSRconnect Admin Portal, Admin tools, Engagements, Surveys.

You must have the Can Manage Surveys permission enabled for your role. See Manage roles.

To edit an existing survey, select Edit Survey under Options.

Tip: You can only edit draft surveys.

Create a Survey

1. From CSRconnect Admin Portal, Admin tools, Engagements, Surveys, select New Survey.

2. Enter a Survey Name. This will be visible to employees taking the survey. 30 character limit.

   Tip: The Survey Report also includes the Survey Name for each survey result. See Standard Reports.

3. Enter a Description to explain the purpose of the survey. 1,000 character limit.

4. Enter a Success Message to display at the end of the survey. 500 character limit.

5. Under Survey Questions, select a Question Type.

   1. Enter a question. 300 character limit.

   2. Use the checkbox to make this a required question.

   3. If required by the selected question type, enter your answer options. 500 character limit for each answer option.

6. To create additional questions, select Add Question and repeat step 4.

7. To distribute your survey using automated emails, configure your survey's Triggers.

   Tip: If you want to share this survey using a direct link, skip the Triggers section.

   1. Select the trigger(s) desired for this survey. The trigger options are:

      • Send email after any user completes the checkout process

      • Participant - Send email after event end date is reached

      • Organizer - Send email after event end date is reached

   2. Enter an Email Subject Line(250 characters) and Email Body Text (1,000 characters) for the automated email.

   3. If you would like this survey to trigger only after a certain date and time, set the date and time under Events or Occurrences Ending On or After.

8. Select Save.

Surveys are saved as drafts automatically.

Warning: You cannot edit your survey after activating it. The only editable field on an active survey is the Events or Occurrences Ending On or After date.

From Manage Surveys, select Activate Survey under Options to launch your survey.

Automatic Survey Triggers

Automated emails will send each time the trigger occurs. For example, if you enable the participant email trigger, an event volunteer will receive an email after each event they register for has ended. If you enable the checkout trigger, a donor will receive an email after each donation.

If you want to send a survey for events that have already ended, you can select a date in the past. The email will send the following day for all events that have ended since that date.

Share Survey by Direct Link

If you do not want your surveys to send automatically, you can distribute a survey using a direct link. For example, you can add a survey direct link to an engagement element in your community or message it to your event participants.

To copy a survey's direct link:

1. Go to CSRconnect Admin Portal, Admin tools, Engagements, Surveys.

2. Under Options, select View Survey.

3. Copy the survey's URL.