Surveys

Create a Survey

1. Participants

   • Select the Target Audience - Select the committee to send the survey to. The survey will be distributed to all members of the selected committees, except of committees of type board where surveys will only be sent to voting representatives.

2. Survey Design

   • Which Survey Design should be used? - Select from the templates.

   • When should the survey be distributed? - Select from "immediate" or "scheduled". Specify the Cut-Off Date. If selecting '"scheduled", also specify the Scheduled Date.

   • How would you like to handle survey reminder? - Manual or Automatic. If selecting Automatic, pick the interval of days the reminder is sent. Recipients who haven't replied yet will receive a survey reminder every selected days, for a maximum of 3 reminders or until the cut-off date, whichever occurs first.

3. Email Draft

   • Your survey will be distributed via email to committee members, please update the subject and content as needed. After specifying the subject and content, you may select "Preview Email".

4. Summary

   • Name the survey.

   • Review the information and press "Save" when you're ready.