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, click 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. Click Find. The Contact List page displays with the names of all Constituents who match the search criteria entered.

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

  3. Click 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, click the Survey Submitted option from the Interaction Selection drop-down list and click Filter. Only Survey Submitted interactions will now display.

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

  5. Click 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. Click Finish. The Interaction Details page displays again.

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

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

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

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