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, Custom Question Sets, and sign up questions

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.

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

You can manage surveys from CSRconnect Admin Portal, Community Settings, Surveys.

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

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

Tip: You can only edit draft surveys.

Setting up a survey

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.
Enter a Description to explain the purpose of the survey. 1,000 character limit.
Enter a Success Message to display at the end of the survey. 500 character limit.
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. Enter the answer options, if required by the selected question type. 500 character limit for each answer option.
To create additional questions, select Add Question and repeat step 4.
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(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.
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.