Survey Management
Create and manage surveys, including setup, display logic, reporter experience, and response tracking.
Getting Started With Surveys
Question Creation & Management
- Access The Question Creation And Management Page
- Question Management Page: Category Navigator
- Question Management Page: More Options
- Question Management Page: Options Bar
- Question Management Page: Understanding The Question Action Buttons
- Question Management Page: View / Load A Saved View
- Create A New Question
- Question Text Format Options
- Edit A Question
- Edit The Highlighted Text In Questions
- Reorder Subquestions
- Edit Non-Number Single And Multi-Select Questions
- The Longitudinal Goal Tracking Question
- Understanding 3d Matrix Questions
- Edit Matrix Questions
- Time Questions: Activate ‘None’ (0 Minutes) As The Default Response
- Edit A Question To Limit Access To Data By Admin Role
- Delete Question Categories
Form Creation & Management
Launch Creation & Management
- Launch Forms
- Manage Active And Scheduled Launches
- Edit Launches
- Active Launches – Action Options
- Scheduled Launches – Action Options
- Closed Launches – Action Options
- Delete A Scheduled Launch
- Edit Launch Start Date
- Edit Launch Due Date
- Edit Launch Extension Period
- Create Or Edit Automoted Survey Messages (Reminders, Thank Yous & Follow-Ups)
- Remove Required America Learns (Learning Community) Questions
- Targeted Launches: Add Or Remove Reporters From A Launch
- Change Form For A Scheduled Launch Series
- Launch Forms By Reporter Segment
- Add Introductory Text To Active And Scheduled Launches
- Edit Launch Hyperlinks
- Link Survey Launches To Timesheets
Completion Tracking & Participation
- Survey Completion Tracker
- Completion Rate Is Less Than Goal: Create An Extension For A Closed Launch
- Enable Automated Emails When Reporters Submit Surveys
- Boost Survey Completion Rates
- More Strategies For Boosting Survey Completion
- Program Structure Tips For Boosting Completion Rates
- Determine Total Surveys Completed Or Missed By Each Reporter
- Reporter Profile Survey Completion Panel: Modify Survey Assignments
Admin Survey Actions
- Permanently Delete A Single Survey Response
- Certify A Survey As An Admin
- What Reporters See When You Ask Them To Edit A Survey
- Track Who Needs To Edit Surveys; Edit Automated E-Mail Reminders
- Cancel A Survey Edit Request
- Edit Submitted Survey Data
- Individual Data Viewer: View All Submitted Survey Data For A Single Reporter
- View Edited Survey Data
- View Survey Completion Rate And Survey History Page From Reporter Profile
Export Survey Data
- Survey Data Export
- Exporting Reporter Data (abridged For Email)
- Exporting Individual Reporter Data To Excel
- Exporting Individual Data To Csv
- Exporting Program-wide Data To Excel (abridged For Email)
- Exporting Program-wide Data To Csv
- Exporting Site Data To Excel
- Exporting Association Data
- Exporting Group Data (abridged For Email)
- Understanding Raw Data Worksheet Column Headings
- Exporting Association Data (abridged For Email)
- Exporting Surv Data: How Excel Files Are Formatted
- Exporting Umbrella Data
- Understanding Matrix Trueview
- Exporting Narrative Data From Roles And Goals Tracker (clls)
- Exporting Narrative Data From Longitudinal Goal Tracker
- Exporting Site Data To Excel (abridged For Email)
- Exporting Site Data To Csv
- Exporting Program-wide Data To Excel
- Exporting Group Data