Creating Event Surveys

Locate the Event to which you are assigned and select “+Create New Survey”.

Use the dropdown menu to select the Base Survey for the event. Once selected, the base survey questions will automatically populate the Create New Survey page.

Note: Base surveys are managed by the Project Administrator and may not be edited by the Event Administrator.

On the Create New Survey page, select “Customize Survey Invitation Email Text”.

Customize the message within the text box to your preferences. Information relevant to the event, such as date and location, can be added. If unedited, the original text shown in the text box will be included in the email. Note: The email subject line may not be edited and the greeting preceding the text box and the instructions following the text box are not customizable.

Save survey by either selecting “Save” or “Save and Exit”. Selecting “Save” will save the changes you made to the survey while allowing you to stay on the page and keep making edits. Selecting “Save and Exit” will save the changes you made to the survey and redirect you to the Survey Management page. Surveys may still be edited after they are saved.

On the Create New Survey page, select “+Add Curated Question Group” to view the list of curated questions groups that have been assigned to your project.

Select the curated question group you would like to add to the survey. Once selected, the curated question group will automatically be added to the end of the survey.

On the Create New Survey page, select “+Add Section”. Custom questions are recommended for collecting additional data that are unique to that event.

Type the Section Name (this will be visible to users) and select “+Add Custom Question”.

Click on the Select Question Type drop down arrow to choose your custom question type (single-select, text, matrix, or multi-select).

For Single and Multi Select questions, first click on the Select Question Scale Length drop down arrow to choose your preferred scale length, or the number of response options for your question, and enter the text for your response options.

Note: For any response options for which users will need to enter text (e.g. an "Other, please specify" option), select the check box to the right of the option located under the "Additional Text" heading. Each question may contain only one text entry option.

For Matrix questions, first click on the Select Question Scale Length drop down arrow to choose your preferred scale length, the number of scale anchors for your question, and enter the text for your scale anchors. Then, add text in the Enter Matrix Question Prompts text box with your question items. To add more question prompts, select “+Add New Matrix Question”.

For all question types, select “+Add” to add your custom question to the survey.

On the Create New Survey page, reorder the survey sections by clicking on the three horizontal lines located to the left of the section title and dragging either up or down.

On the Create New Survey page, reorder the survey questions within a section by clicking on the three horizontal lines located to the left of the question title and dragging either up or down. Note: Survey questions cannot be moved between sections, and only surveys within custom sections may be moved.