surveys are used to engage and interact with readers. After conducting the survey, view and analyze the results in "Reports: Surveys".
After using a survey, it is possible to segment on the response, targeting members who respond to a particular question in a specified way, or members who don't respond at all.
Creating and Using Surveys:
To include a link to a survey in a mailing, first create the survey form:
- In the left Navigation bar, click "Utilities: Web Forms: Surveys"
- Click the "Create New" button
- Provide an internal survey name and survey name to display publicly
- Click "add" to add the desired questions to the survey (repeat as necessary)
- Choose "select" for multiple choice or text entry question
- Fill in the respective information for the question
- Note: click the light blue question mark in the top right corner, which provides a link to the documentation about the various available fields when creating a question.
- Note: click the light blue question mark in the top right corner, which provides a link to the documentation about the various available fields when creating a question.
- Click "Preview" to see what the form will look like
- Click "Save" to save this survey form
- A URL is provided that can be posted on a website for anonymous surveying.
- Choosing the saved survey provides an "Edit Source" button, where the HTML can be edited to change the look and feel of the survey.
- A URL is provided that can be posted on a website for anonymous surveying.
Once the survey is created, insert the survey link into mailing content with the following steps:
- In the left Navigation bar, click "Content: Create New Content"
- Select the HTML tab
- Click the "Insert URL" button
- Select the "Survey" tab
- Select the Survey from the drop-down field
- Enter the clickable text for the survey link
- Click "Insert"
- A link to the survey will be inserted into the content
- Continue with normal content creation