Review and Edit Survey Responses in a Constituent Profile

You can locate the profile of a respondent, and then review and edit survey responses from it.

1. Locate the Profile:

   1. From the navigation bar, select Constituent 360 and select Constituents. The Find Contact page displays.

   2. Enter all or part of the First Name, Last Name, Email address, User Name, or Phone Number of the respondent. You can also enter the exact Member ID or ZIP/Postal Code.

   3. Select Find. The Contact List page displays with the names of all Constituents who match the search criteria entered.

2. Select Edit for the appropriate person. The Profile page for the Constituent displays.

3. Select the Interactions tab. The list of interactions performed on the site by the Constituent displays in the Interactions List at the bottom of the page as a Survey Submitted interaction type.

   Note: If the list is long, select the Survey Submitted option from the Interaction Selection drop-down list and select Filter. Only Survey Submitted interactions will now display.

4. Select Subject for the appropriate survey submitted interaction. The Interaction Details display.

5. Select Edit Responses at the end of the survey. The Edit page displays.

6. Make any changes as necessary and answer any questions that are designated as Administrator only.

7. Select Finish. The Interaction Details page displays again.

8. Select Save. The Interactions list page displays again.

9. To verify your changes, select Subject in the appropriate Survey Modified interaction. The Interaction Details page displays again.

10. Select Cancel. The Interactions list page displays again.

11. To make any changes, go back to step 3 and repeat these steps again.