Navigate to the Control Panel > Communications Tab > Website Modules > Surveys.
Click the Add Survey button.
Availability
Surveys can be configured to be available to every visitor to the website, to members only, to members of a committee only, to members with a specified member type only, or to members of a specified chapter only.
- If you select the Committee option, a new field will be displayed, allowing you to select the committee.
- If you select the Member Type option, a new field will be displayed, allowing you to select the member type(s) that should be allowed to take the survey.
- If you select the Subgroup option, the subgroup selector will be displayed, allowing you to select a subgroup at any level (region, district, or chapter); only members of that subgroup can take the survey.
In all cases, you can also optionally limit the survey to primary and solo members only. Use this option for situations where each membership (individual or family, for example) gets only one vote.
Survey Status
If you subsequently click the Edit link in the Survey Manager, one additional option is shown: Status.
- Inactive Newly-created surveys have this status. An inactive survey is one that’s still being designed, or one that you want to modify even after it’s been active.
- Active Newly-created surveys have this status. An inactive survey is one that’s still being designed, or one that you want to modify even after it’s been active.
- Test Mode Select this option when you want to test the survey. It won’t be available to users, just admins and coordinators. Also, various restrictions on the number of allowed responses and on who can take the survey, are not enforced for surveys in test mode.
- Closed Select this option to manually close a survey that has previously been active.
Closing Method
Surveys can be closed in one of three ways:
- Manually, by changing the survey status.
- On a specified date (the survey is closed at 11:59:59 PM.) A new field will be displayed, allowing you to select the date after which the survey will no longer be available.
- After a specified number of responses have been received. A new field will be displayed, allowing you to specify how many responses will be accepted before the survey is closed. Note that this number is checked when the available surveys screen is displayed. If you only want 100 responses, and you already have 99, and two people decide to take the survey at the same time, both will be allowed.
Anonymous Responses
Each survey can be configured to handle anonymous responses in one of three ways:
- Not allowed. All users must be identified. This option is not valid for surveys that are also available to non-members.
- Optionally allowed. Users can decide if they will be anonymous or not. This option allows the survey to be placed on the public side of the website, but non-members will be anonymous by definition. If you have a Preamble page defined, this question will appear on the Preamble page. If not, it will appear on its own page.
- Required. No users are identified. This option is valid for members and non-members. This option is suitable for elections.
If anonymous responses are allowed or required, the system may still test the currently logged-in member, in order to enforce the option (described below) that members can only vote once. However, the member’s name is never shown and cannot be revealed. Requiring anonymous voting is an appropriate setting for conducting elections.
Multiple Voting
You have the option of allowing or blocking multiple votes by the same person1. This restriction is only enforced on members; the system cannot determine if a non-member has previously voted.
Most surveys which are also available on the public side of your website should set this option to Yes; allow people to vote multiple times. On the other hand, a survey that is an election vote should set this option to No.
Contact Person
Click the Select link to add a contact person to this survey. You will see the standard ClubExpress member selector. When a contact person is defined, an additional option appears: Notify on completion. When this option is checked, the contact person will receive an email whenever a survey is completed.
Note that this email will preserve the survey’s anonymity settings. If responses are required to be anonymous, or if anonymity is optional, the respondent’s name will not be included in the email. Otherwise, the notification email will include the respondent’s name.
Final Steps
Once you've added the survey, you'll add questions and a pre/postamble and make your survey Active. Finally, you'll distribute your survey.