Surveys are a great tool to gather feedback from all residents or select resident groups.
Some uses of surveys include General Resident Feedback or Specific Resident Group Feedback (e.g. lake front owners).
View Surveys
Navigate to Surveys. Click Communicate then click Surveys.
Create a new Survey
Click New Survey.
Input the required information
First, enter a title for the survey in the Survey title box.
Choose your Communities
Click the Target Communities box to open a dropdown menu.
Select the desired communities from this list by checking the appropriate box(s) and then clicking off the dropdown menu or the up arrow to return to the Survey.
Set an expiration date for the survey
The expiration date is the date the survey will end.
Click the date box to open the calendar and select a date. The expiration date will default to one week from the date the survey was created.
Choose your Notification options
SMS will send a SMS (text) message to the resident's cell phone
Email will send an email to the residents
Mobile Push Notification will send a push notification to the resident's mobile app - the user must have the mobile app installed.
PLEASE NOTE: There is an additional cost to the community for each
SMS message sent.
Participation
Allow Comments will give residents the option to provide their opinion if they wish. These comments will not be seen by other residents.
Allow Anonymous Responses will hide the identity of each response.
Attachments
Upload attachments gives you the option to attach a file with any supporting information to be viewed by the residents.
Questions
Enter the survey question in the Question Box.
Enter the first option (answer) to the Options box. Click Add option to add additional answers.
Enter the second option in the new option box. Click Add option to add any additional answer possibilities if desired.
Add additional questions to the survey
Your survey can consist of one or more questions. To add additional questions click Add question at the bottom of the survey and follow the same steps as above.
Send out the survey
To release the survey to the residents, click the Publish button.
Your Survey will now be listed with the Active Surveys.
Viewing Results
You can view the results and responses of a survey while it's running and once it closes. To do this:
Click View Report
To view the results of your survey, click the view report (clipboard) icon in the action column from the Surveys page.
The survey details will open. At the bottom of the page, you will find the survey results that include a pie chart and table of voters' responses and comments if applicable.
Download the results
To download a PDF of the survey results, click the Download PDF button in the upper right corner.
The survey details and results will be saved as a PDF file.
Editing a live survey
Should you wish to make any changes to your survey after sending it out, click the view (eye) icon in line with the desired survey to open the details.
From the survey details page, click the Edit button.
Any change to a live survey will remove all current responses; the amended survey will be resent to all recipients of your target audience.
Make the desired changes to the survey. When you are satisfied with the update click the Publish button at the bottom of the page.
The survey will be resent to the recipients, and you will be brought back the active surveys page.
Archive a survey
Admins can archive surveys and view archived surveys, improving survey organization and management.
To archive a survey, click the three vertical dots (kebab) icon and click Archive.
The selected survey will be moved from the active tab to the archived tab.
To view archived surveys, click the archived tab.
