Surveys: How to Build Them and What They're Great For

In this article, we will cover how to build a survey and how to utilize it for crafting engaging questions and obtaining actionable insights.

Here are two methods for ensuring surveys are easily accessible within your app.

1) Direct Method: Users can conveniently access the survey with just one click on a dedicated tile or button that will take them directly to the survey.

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2) Adding to Existing Experience Module:  Another effective method is integrating the survey into an existing "Experience Module" alongside documents and forms, providing users easy access through a dedicated tile leading to a resource list.

             

The survey feature offers the flexibility to include multiple questions, text answers, and multiple answers to a single question.

How To Build a Survey- The Direct Method

• Step 1: Begin by creating a new "Experience Module" on the dashboard. Select "Experiences" from the menu on the left-hand side.
• Step 2: Navigate to the upper right-hand corner of the screen and click on the green "ADD NEW EXPERIENCE" button.

• Step 3: Name your new experience module with the survey's name and then click continue.

• Step 4: You will be directed to the section of the dashboard where you can customize the Experience module content. Here, you have the ability to choose the style, include content, and manage users and permissions.

• If you want the Experience Module to be under a specific category on your app, this is where you can select that.

• You have the option to customize the tile/button design by selecting "upload thumbnail." Please ensure that images are sized to: 850px x 500px for optimal results.

• Select the option "Survey" from the dropdown menu on the Build Menu & Add Content tab.

• Step 6: Build your questions.
  You can construct your questions and incorporate additional features in this section.
  
  • Allow retakes 
  • Choose a single or multiple-screen layout (Note only single-screen layout supports images) 
  • Set if the question is required 
  • Choose multiple-choice 
    • Single answer 
    • More than one answer
    • As many answers as you want to put in
      OR 
  • Text Answer

• Step 7: Who gets the Answers?
  From the same screen where you created the questions, navigate to the "Responses" tab to choose the administrator who will receive a copy of the survey.

• Step 8: Set who can take the survey.
  Choose the User Access & Management tab and choose if you want to make the experience.
  • Available to everyone on the app. Set to open 
  • Available to Users by Tags. Set to closed 
  • Available to Specific users by email. Set to closed 

We also cover more in-depth on TAGS and how to use them in this article 

How To Build a Survey- Add to an Existing Experience Module. 

Use the search bar to find the Experience Module where you want to include the survey. Then, select the option to add a survey from the "Build Your Menu" in the experience and follow the steps mentioned above.

How to see survey results

As outlined in the documentation above, survey results can be designated to be sent via email to one or multiple administrators. Additionally, you have the option to access all results by day directly from the dashboard. For a more detailed explanation, please refer to the Help Article that provides in-depth insights into the "How Was Your Day" Survey.

BONUS

For 8 excellent survey ideas for engagement, please refer to this link.