Add New Survey
- Navigate to Settings > Surveys.
- Click Create New Survey on the Sidebar.
- Enter a Title for the Survey and other option prompts and press Save.
Select from the options available when creating a new survey.
Disable Surveys once they are no longer used to keep your Surveys List clean.
Special Link Required to Access
Select when sending a survey that should only be accessed by the email recipient directly.
When this option is selected, also select Once per Entity Only to only allow completion 1x per entity.
NOTE: This can NOT be changed after the Survey has been added.
Whether the results of the survey are tied to the entity, so users cannot see who completed a particular survey.
This can NOT be changed after the Survey has been added.
Once per Entity Only
Select when recipients should only complete a survey once. This prevents survey results from being modified.
Can be selected only when Special Link Required to Access is also selected.
Once per Case Only
Ensures that recipients only complete a survey once PER CASE, and cannot go back and change the answers at a later time once completed. Can only be used when "Special Link Required to Access".
- On the Survey Details - click Add Survey Field to add a question (in SAM, a field).
- Enter the Field Title, then press Save. On Save, SAM will take you to Form Customizer for your survey.
- Repeat this step for all fields.
A Survey's Default Scale
Each survey field will be set as the "Survey - Rating Scale" radio-button-list Field Type.
Change Survey Response Suggestions
Change the Field Type by clicking Field Name, then selecting "Edit Field Type" from the Sidebar.
Users can reorder fields, make fields required, add sections, and provide instructions and messaging at the top and/or bottom of the form.
This link is available on the Survey's Form Customizer form's side bar, which will take you back to the Survey to manage settings and view stats on the survey.
Surveys take the styling of your Default Public Form Header / Footer, so you can dress them up as you would when designing the look of other Public Forms your team uses.