Surveys

Surveys are a special type of Public Form designed for anonymously collecting client feedback, employee satisfaction, etc. from entity types in your system. Only SAM Leads have access to Surveys. 

Steps to creating a new survey

1. Write out the purpose and questions for your survey
2. Create a new survey
3. Adjust survey settings
4. Add survey questions, aka fields
5. Distribute a survey
6. View survey results

Before you create your new survey

• What is the purpose of your survey? What information are you trying to collect?
• Who is this survey going to?
• List out the questions you would like to ask and type of response (Field Type) 

Access Surveys

Click details icon (on the right) to access each survey's details and options.

Create a New Survey

• Survey Title - internal name for the survey
• Public Survey Title - refers to the public facing name for end users

These can be the same or different names. Enter a survey memo to describe what the survey is for, etc. if you would like.

Survey Settings

• Enabled - set the survey to active/inactive. Once a survey is no longer useful, disable survey by unchecking. Note: this setting cannot be changed once saved. 
• Special Link Required to Access - determines openness to survey participants
  • Special Link Required to Access = Yes: SAM restricts access to the survey to client records that have been provided the survey link through an email template. Survey can only be shared using an Auto Action. Number of Surveys Sent is tracked with this option.
    
  • Special Link Required to Access = No: survey link will be available to use more casually 
• Private/Confidential - determines whether the results of the survey are connected to the entity, so users cannot see who completed a particular survey.. If this box is checked, a survey will not show as completed by the survey recipient. This can NOT be changed after the Survey has been added.
• Once per Entity Only - prevents a survey from being completed multiple times by a recipient. Only available when Special Link Required to Access = Yes.
• Once per Case Only - ensures recipients only complete a survey once PER CASE. Recipients cannot update answers once completed. Only available when Special Link Required to Access = Yes.

Add Survey Questions (Fields)

Reorder fields, field requirements, add sections, and add or remove fields, like you would other forms. 
SAM Guide: Form Customizer

Updating Survey Field Type

Survey fields default to a radio-button-list field type. Before data is entered, the Field Type can be updated to better suit the question.

Add Sections if needed

Divide survey questions into sections, as needed using Add Section on the sidebar.

Distribute a Survey 

Distribution options are dependent on settings you gave the survey at set up. 

Special Link Required to Access = NO

The survey link can be shared anywhere links can be shared. 

Special Link Required to Access = YES

The survey link can only be shared through a Template. The Template must be sent directly from a client record or an Auto Action, so there's a direct connection to the record to limit responses. 

Survey Submission Notification

Staff can be notified when a survey is completed. 

Survey Results 

Each survey built has a report that mirrors the survey form and shows the results for survey participants.

A survey participant's record Entity Name will only be shown on Survey reports if the survey settings is Special Link Required to Access = Yes.

Delete Survey