Adding surveys

Surveys are a type of activity that allows you to collect additional information and award points to members. Surveys are a great way to capture member insights and preferences then use that data to better personalize or segment.

Learn more by watching this video!

To add a survey:

1. In Control Center, navigate to Activities > Surveys.
2. Click Add Survey.

3. Configure the details for your survey:

   • Basic Information
     • Title: Specify a title for the survey. For example, this title appears in the survey widget, activity widget, and the member's activity history.
     • Survey Description: Provide a description for this survey. This description appears in the survey widget.
     • Point Value: Specify the number of points that are rewarded for completing the survey.
     • Display a different point value to the user: Select this option if you would like to display a different point value than the actual point value.
       • Displayed Point Value: This value is for display purposes only and does not impact the number of points awarded to the member.
     • Image in Activity Widget: Click Choose Image to provide an image for this survey. This image appears in the survey widget.
     • Tags: Specify tags that apply to this survey. Tags can be useful for reporting purposes.
     • Member can update responses: Enable this option if you want to grant members the ability to update survey responses.
     • Appears in a member's activity history: Enable this option if you want the survey completion to appear in the member's activity history.
     • Status: Choose whether this survey is Enabled or Disabled.
   • Survey Questions
     • Click the appropriate icon for the type of question to want to add to the survey. You can add as many questions as you want and insert images. For each question, specify the following:
       • Question: Type the question that you want to ask the member. You can make questions optional by clicking the * icon.
       • Answer: For questions with options, click Add Option and specify the options that will be made available to the member. If you want the member to have the ability to type a response, click Add Other. You can define your own "Other" label. Check the Override box and enter the new label text.
   • Schedule

     • Start Date and Start Time: Specify the date and time in which you want this survey to begin.

       Note: The survey must also be set to Active.

     • Set end date and time: Enable this option if you would like the survey to automatically end at the specified End Date and End Time.
   • Eligibility and Locking
     • Restrict this survey to:
       • Specific Segment: Choose this option if you want to restrict the survey to members belongings to the specified segment.

       • Members who completed a prerequisite activity: Choose this option if you want to restrict the survey to members who have first completed the specified activity.

4. Additional Languages (optional): Click Additional Languages (top-right) to provide translated content.
   • Select the language from the drop-down.
   • Title: Specify a name for this survey in the selected language.
   • Survey Description: Provide a description for this survey in the selected language.
   • Survey Questions: Enter the questions and options for this survey in the selected language.
5. Click Add Survey.

Learn more

Surveys