Collect Community Feedback by Creating Questionnaires
Questionnaires allow you to create multiple surveys for your users which can be delivered as a part of a program deliverable.
To create a questionnaire, head to your ‘Questionnaires’ tab on the left hand side of your platform. From here you will be able to select the ‘Create Questionnaire’ button in the top right of the page:
You will be presented with a settings page which allows you to restrict which roles and programmes will be allowed to complete the survey. Additionally, you can create a survey description and include any imagery you would like.
Once you have saved the settings, you will be redirected to the questionnaire creation page:
Here you can enter the question you would like to ask. The ‘Type’ field allows you to choose from a variety of options (checkboxes, file upload, date picker etc) whilst you have the ability to use the answers provided to populate any fields in a user's profile. At the bottom of the page you can choose whether or not you would like to make the question have a required answer.
Once you have saved the survey, you will be able to preview the survey by selecting the eye icon from the questionnaire homepage:
From here you can also view all the submissions from your users, duplicate the questionnaire form, or delete it.
To view the submission, click on the eye icon. You will land on the submission .
From here, you can edit the submission, or add private or public notes.
Additional Explanation and Tips:
- Adjust the “Displays when” Field: Choose this setting based on when you want the questionnaire to appear on the dashboard. For more generic questionnaires, community managers typically select “After login.” If the questionnaire is related to information about a created relationship, choose the second or third option: “Relationship begins” or “Relationship finishes.” For feedback on a recent event, select “Event finishes.”
- Use the “On Submission Redirect To” Field: Direct users who have submitted the questionnaire to a relevant resource on the platform, such as the Platform Onboarding Guide, Company Policy, etc.
- Use the “Disable Dashboard Popup (only add to To-Do list)” Option: Select this if you want the questionnaire to appear in the users' to-do widget on the dashboard without showing it as a pop-up each time they log in.
- Use the “Can Submissions be Edited by Submitter?” Option: Enable this if you want users to be able to update their questionnaire answers at any time. They can adjust their responses in their Profile -> Edit -> Submissions page.
- Profile Information Mapping: If you want submitted answers to populate relevant profile information, click “Add question,” then select the appropriate option from the “Use answer to populate” drop-down list (see screenshot below). This will add the answers to the profile edit and display (if relevant) page. A common example is asking for profile bio or desired skills, particularly in the context of mentoring relationships.