Surveys

Surveys allow you to create surveys that can be automatically triggered by a volunteer event ending or by a user completing the checkout process.

If you do not wish to share surveys through an automated email, you can also share them via a direct link. For example, you can add a survey direct link to an engagement element in your community.

Surveys:

  • Can be sent to donors, event creators, or event participants via an automated email, or distributed to any employee using direct link.

  • Created by CSRconnect admins from the CSRconnect Admin Portal.

Custom Question Sets:

  • Can be embedded into various flows within the CSRconnect Community.

  • Created by Customer Success Managers.

  • See Custom Question Sets for more information.

Sign up questions:

  • Accessed during the event or project sign up flow.

  • Created by event or project organizers from the CSRconnect Community.

  • See Manage events and projects for more information.

Managing surveys

Go to CSRconnect Admin Portal, Community Settings, Surveys.

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

Tip: You can only edit draft surveys.

  1. Enter a Survey Name. This will be visible to employees taking the survey.

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

  2. Enter a Description to explain the purpose of the survey.

  3. Enter a Success Message to display at the end of the survey.

  4. 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. Fill out any additional fields required by your selected Question Type.

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

  6. To distribute your survey using automated emails, configure your survey's Triggers. 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 and Email Body Text 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.

  7. 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.

To copy a survey's direct link:

  1. Go to CSRconnect Admin Portal, Community Settings, Surveys.

  2. Under Options, select View Survey.

  3. Copy the survey's URL.