Create a Survey to use with Post-Class Survey Campaigns

In order to use a survey with a Post-Class Survey Campaign, the How would you rate your overall experience during your visit, with 5 being the best? question must be enabled (the box next to the question must be checked). Surveys with the overall experience question disabled will not appear in the dropdown list in the campaign audience section.

In This Article:
Create a Survey
Add Survey Questions
Preview a Survey
Disable or Delete Survey Questions
Video Walkthrough

Note: Background and Logo Images displayed on Post-Class Surveys are uploaded in the Branding section of settings. Learn how to add branding images.

Create A Survey

To create a survey:

  1. Navigate to Settings and click Feedback Surveys.
  2. Click +Add Survey at the top left of the surveys list.
  3. Add Survey Details.
  4. Click Save Details to create the survey.
  5. Add Survey Questions
1

Click your profile at the top right of the dashboard and select Settings.





Click  Feedback Surveys in the Settings menu.

2

Click   +Add New at the top left of the surveys list.

3

Add survey details. Name the Survey and add Redirect Messages and URLs.

  • The positive message is shown to clients who leave an overall rating of 4 or 5 stars.
  • The negative message is shown to clients who leave an overall rating of 3 stars or fewer.
  • The redirect URL is the final landing page after a client has submitted the survey.

4

Click  Save Details to create the survey.

5

Add Survey Questions

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Add Survey Questions

In order to use a survey with a Post-Class Survey Campaign, the “How would you rate your overall experience during your visit, with 5 being the best?” question must be enabled (the box next to the question must be checked). Note: Surveys with the overall experience question disabled will not appear in the dropdown list in the campaign audience section.

To add a new question:

  1. Navigate to Settings and click Feedback Surveys.
  2. Click the Edit (pencil) button to add questions to an existing survey or create a new survey.
  3. Click Add Question at the top right of the Survey Questions menu.
  4. Choose the survey question type and add question text.
  5. Choose whether the question should be required, and if it should be enabled.
  6. Click Save.
1

Click your profile at the top right of the dashboard and select Settings.





Click  Feedback Surveys in the Settings menu.

2

Click the Edit (pencil) button to add questions to an existing survey or create a new survey.

3

Click Add Question at the top right of the Survey Questions menu.

4

Add question text and choose a question type.

  • The question text is the question that displays on the survey (ex: How would you rate the equipment?).
  • The question type determines the format of the answer (star rating, yes/no, etc…).

Note: Once saved, the question type cannot be changed. To ask the same question using a different question type, disable or delete the question, and add a new question.

5

Choose whether the question should be required (the survey cannot be submitted if the client does not answer the question) and if it should be enabled (displayed on the survey).

6

Click  Save to add the question.

Repeat to add additional questions.

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Preview a Survey

Surveys can be viewed and tested in preview mode to make sure they display as expected. Survey answers submitted in Preview mode will not be saved.

To preview a survey:

  1. Navigate to Settings and click Feedback Surveys.
  2. Select the survey location from the dropdown menu and click Preview Survey. The survey will open in a new window.
  3. Fill out the survey and click Submit to confirm redirect messages and links. Note: Survey answers submitted in preview mode will not be saved.
1

Click your profile at the top right of the dashboard and select Settings.





Click  Feedback Surveys in the Settings menu.

2

Select a location from the dropdown menu and click   Preview Survey. The survey will open in a new window.

3

Confirm that the survey questions and branding images are displaying as expected. Fill out the survey and click  Submit. Confirm that survey messages and redirect links display as intended.

Note: Survey answers submitted in preview mode will not be saved.

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Disable or Delete Survey Questions

Note: Once responses have been recorded, a question cannot be deleted. Clicking Disable will remove it from the survey. Disabled questions can be re-enabled from the Disabled Questions menu at the bottom of the survey setup window.

To disable or delete a survey question:

  1. Navigate to Settings and click Feedback Surveys.
  2. Click the Edit (pencil) button in the survey listing.
  3. Click Disable/Delete to remove the question from the survey.
1

Click your profile at the top right of the dashboard and select Settings.





Click  Feedback Surveys in the Settings menu.

2

Click the Edit (pencil) button in the survey listing.

3

Click Disable/Delete to remove the question from the survey.

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Video Walkthrough

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