The survey add-on creates a single page, multiple question online survey. There are multiple answer types, such as checkboxes, radio boxes, text fields, etc. A summary of results can be displayed online for visits, or blocked. From the administration page, each survey's results can be listed or summarized.
How to Install the Survey Add-On
Click here for information on Installing Add-Ons.
How to Add A Survey to a web page
When you are on the web page where you would like the survey to appear and are logged on as an Administrator, you will select the EDIT option from the menu. Next, click the paper/pencil icon. This will take you to the Edit record for your page.
On this screen put your cursor in the Copy box, click on the Add-on drop down menu and select Survey. An image with a clipboard will appear in the Copy Box. Click OK at the top of the page to save the survey to your webpage.
If you will only have a single survey on the site, you can go right to setting up the default survey created. If you will be setting up multiple surveys, turn on Advanced Edit in the tools panel and click the Options for the survey instance you have placed on the page (left most icon). In the box marked SurveyName, enter a name for this survey.
Creating Questions for the Survey
Click on EDIT in the toolbar and you will see a + at the bottom of the survey on the page. Click on the icon to open a record for a new question for your survey.
Add a name for the question. This will be seen only by administrators.
Add the question copy itself.
Choose a question type.
- Text Field - is a text answer
- Select Dropdown - is a list of choices. Enter the choices, one per line, in the box marked Select Options.
- Radio Buttons - is a list of choices with a circular checkbox. The user can only pick one of the choices. Enter the choices, one per line, in the box marked Select Options.
- Check Boxes - is a list of choices with square checkboxes. The user can check any number of choices. Enter the choices, one per line, in the box marked Select Options.
Details is a longer explanation of the question, if necessary.
Select Options should be filled in if you selected any question types other than "Text Field" above. This will display the available answers for the questions. You need to separate the answers with a carriage return by hitting the "enter" key so that one answer is listed per line.
Use the Alpha Sort Order to order your questions (i.e. a,b,c, d, or 100, 200, 300 etc.).
Use the Block Results to keep visitors from seeing the results of the survey after they complete it.
When you are done creating the question, hit OK and you will be returned to the public site with your question in place. Repeat this process for all your questions.
EDIT an Existing Survey
Go to the web page with the survey on it. Click on EDIT in the toolbar and you will see the paper/pencil icon for each question listed. Click on the icon to open a record for a specific survey question. Make any necessary changes to the question and click OK to save your changes.
If the survey you wish to edit is no longer displayed on a currently active web page, click on the on the ADMIN HOME link located in the Tools Panel. From there, click on MANAGE ADD-ONS and then SURVEY to view a list of all the existing surveys in your database, both active and inactive.
This list will show Active as well as Inactive surveys.
First, click the paper/pencil icon located next to the name of the particular survey you wish to edit.
You can now edit any of the questions by clicking on "OPEN IN NEW WINDOW" in the Questions field. This opens a list of all questions contained on the survey. Click on the paper/pencil icon next to the question you wish to edit. Make your changes to the question and click OK to save changes. Repeat this process for all questions you wish to change.
If you wish to delete a particular question, click the check box next to the question and then click DELETE from the menu.
DELETE an Existing Survey
Click on the on the ADMIN link located in the Tools Panel. From there, click on MANAGE ADD-ONS and then SURVEY to view a list of all the existing surveys in your database, both active and inactive.
First, click the check box located next to the name of the particular survey you wish to delete.
Then click the DELETE button. (This will close the window and return you to the list of remaining surveys.)
Obtain SURVEY RESULTS
Administrator view (Admin Area Only)
After clicking on the ADMIN link, click on REPORTS and then SURVEYS REPORT. Here you can specify the time frame that you want included in your report by excluding visits before or after a certain date and then clicking REFRESH. For the survey of interest, click on the DETAILS link to open a report which summarizes the survey answers.
If you want to look at the answers given for particular users, from ADMIN HOME click on MANAGE ADD-ONS and then SURVEY RESULTS to view a list of all the existing survey answers in your database.
If there is more than one survey on your website, type the name of the survey you want are interested in in the survey name field at the bottom of the page and click FIND. This will show each answer for every user that has completed your survey. If a person who submitted this survey is not recognized by the system as a member, their name will be displayed as Guest.