Creating a new survey is a straightforward process but requires some thought to ensure that the context is correct and that the right questions produce the expected answer. It is essential to check that the presentation of the questionnaire elicits the expected responses to provide useful statistical data or meets compliance requirements etc. Use summary reports to confirm the process is working.
Video -How to Create a New Survey. Click to open video with YouTube.
Check your System Lookups
Under Systems>Lookups>Connect>Survey Types and Systems>CRM>Contact Log Types check or add/edit to suit your reporting and work flow requirements. Refer to Lookups for more information.
| Category | Description |
| CONNECT | |
| Survey Types | This is to distinguish between different types of surveys you may wish to create to assist in reporting and assessment. |
| CRM | |
| Contact Log Types | This allows you to define the type of contact log for tracking and review purposes. Will also be used to allow Surveys to be attached to the Contact Log Type if required. |
Open the Survey view
- Click {Surveys} in the Main Menu - opens the Survey view.
- Click [Create New] in the Work Panel Quick Access button group to open drop down list.
- Select the area in which you want to use the survey from drop down list as below to open the New Survey window:
- Campaigns - For surveys that will be emailed out on an EDM (Electronic Direct Mail) campaign
- Contact Logs - For Surveys that you wish to attach to any Contact Log Type
- Events - For surveys that will be used for registrants for any event conducted
- Fact Find - For Surveys that are attached to a Fact Find function in Finance or Financial Planning
- Opportunities - For surveys that you wish to attach to any new Opportunity
- Settings - For surveys that you wish to attach to anything related to settings
Create a New Survey
- Name - type a name for your survey.
- Survey Type - select the survey type from the drop down list.
- Depending on Area/Activity that the Survey is being created for (Step 1) there are additional fields such as Contact Log Types
- Click [Save] to save the new survey.
- Survey Types can be created in System>Lookups>Survey Types
- Contact Log Types can be created in System>Lookup>CRM>Contact Log Types
The Contact Log Types allow you to be creative and specific in your usage of surveys as a valuable workflow management tool.
If you selected the Contact Log Area for the survey on creating it, then you will also be asked to select the Contact Log Types (list created from your System Lookups) that you would like to have this survey accessible from. A survey can be allocated to more than one Contact Log Type.
The new survey needs to designed and tested in the next series of steps.
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