Overview
A Basic Survey groups multiple survey questions together in a fixed order. It is commonly used for printable Walk and Phone Lists but can also be used with electronic canvassing tools.
When used electronically, questions appear in the same order and do not include script elements.
Create a Basic Survey
Go to Admin > Flags & Surveys > Surveys.
Click Add New.
Select Basic Survey (Viewed on a Printed List) from Survey Type.
Enter a name in the Survey Name field.
This name is for internal use only.
Add Questions to the Survey
Open the Survey Question drop-down.
Select the question you want to add.
Click Add Survey Question (to the right of the drop-down).
Confirm the question appears at the bottom of the page.
Repeat until all desired questions are added.
Note: Non-Contact Code Sets do not appear in this drop-down. They are automatically attached when creating a canvassing tool.
Create a New Survey Question (Optional)
Click Add Survey Question below the drop-down.
Complete the question setup.
Save the question.
Return to the drop-down.
Select the new question.
Click Add Survey Question to add it to the survey.
New questions are not added automatically after creation.
Edit Survey Questions
Remove a Question
Click the Red Minus icon next to the question.
Replace a Question
Click the Pencil icon next to the question.
Select a new question from the Survey Question drop-down.
Click Replace Segment.
Reorder Questions
Use the Up Arrow or Down Arrow next to a question.
Adjust the order as needed.
Save the Survey
Click Save Survey at the top of the page.
Common Issues and Solutions
Problem: I do not see non-contact codes in the drop-down.
Solution: Non-contact codes are automatically added during canvassing tool creation.
Problem: My new question is not in the survey.
Solution: After creating the question, select it from the drop-down and click Add Survey Question.
Problem: The order of questions is incorrect.
Solution: Use the Up and Down arrows to adjust question order.