These guidelines are especially useful for administrators who want to create surveys to collect responses from users when they purchase or register for a service.Creating a Service and Selecting Surveys
When creating a service, you will see an option called Surveys. Click on that option and select Manage Surveys.Basic Survey Settings (Summary)
Survey Name: The first step is to choose a name for the survey. This name is visible to the buyer and can be, for example, the name of the organization or the title of the survey (e.g., Food Allergies).
Description: Under “Description,” you can enter a more detailed explanation of the survey.
Anonymity: Check this box if you want the survey to be anonymous.
Edit Permission: Choose whether users can modify the survey after it has been created.
Publish: Check Publish once all other pages of the survey have been completed.Creating Questions (Fields)
Example: The question “Do you have a food allergy?”
You can add a detailed description and a Placeholder that gives users an example of answers (e.g., Yes, severe nut allergy or No).
Answer Options: Choose the format for your question:
- Short text
- Radio buttons
- Checkboxes
- And more.
Adding or Deleting Questions
To add a question, select the plus sign (+).
To delete a question, select the minus sign (-).Selecting Divisions (Divisions)
Click on Divisions and choose which departments can use this survey when a service is created.Save and Close (Summary)
Once you have selected divisions, go back to the Summary section, press Save, and then Close. You can then attach this survey to the service.
Note: If the survey does not appear you might need to publish it or refresh the browser.
Related article: View survey response