Difference between revisions of "Forms and Surveys"
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+ | ==Overview== | ||
+ | |||
The '''Forms/Surveys''' module enables you to quickly create and publish custom web forms and surveys. Features include an intuitive interface which allows you to select from a variety of form fields. This module allows you to engage your members regularly and get feedback on how you are serving them. | The '''Forms/Surveys''' module enables you to quickly create and publish custom web forms and surveys. Features include an intuitive interface which allows you to select from a variety of form fields. This module allows you to engage your members regularly and get feedback on how you are serving them. | ||
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#In the '''Forms''' module, click the copy icon in the '''Actions''' column for the form you wish to copy. | #In the '''Forms''' module, click the copy icon in the '''Actions''' column for the form you wish to copy. | ||
#Click '''OK''' to confirm you wish to make a copy. | #Click '''OK''' to confirm you wish to make a copy. | ||
+ | |||
+ | =View Individual Form Responses= | ||
+ | |||
+ | You may view individual responses in the following manner: | ||
+ | |||
+ | #In the '''Forms''' module, click the numbered link for '''Total Responses'''. The '''Responses''' screen will be displayed. | ||
+ | #:[[File:Responses.png|center]] | ||
+ | #Click the '''Response Date''' hyper-link for the response you wish to view. The '''User Response''' screen will be displayed. | ||
+ | |||
+ | [[File:User Response.png|center]] | ||
+ | |||
+ | =Download All Form Responses= | ||
+ | |||
+ | All responses to a form may be downloaded in the following manner: | ||
+ | |||
+ | #In the '''Forms''' module | ||
+ | #Click the '''Download Form/Survey Responses''' icon in the '''Actions''' column for the form you to download. | ||
+ | |||
+ | The responses will be downloaded in a xlsx format. | ||
=Form Response Report= | =Form Response Report= |
Revision as of 21:59, 9 October 2017
Contents
Overview
The Forms/Surveys module enables you to quickly create and publish custom web forms and surveys. Features include an intuitive interface which allows you to select from a variety of form fields. This module allows you to engage your members regularly and get feedback on how you are serving them.
- Send targeted surveys to members and visitors
- Collect important survey data
- Render the data in easy to understand/useful ways
Create a Form
Creating a form is a two step process. First you will add the form, then you will add the questions to your form.
- Click Forms in the Navigation Panel.
- Click the Add button.
- Configure the following on the Create tab:
- Name - provide a name for your new form.
- Description - This text appears at the top of the form for the user/public to view. You may use the standard word processing functions (bold, italics, etc.), as well as add links, and images.
- Form Type - Select a form type or select User Defined.
- (Optional) Click the Advanced Options check box and configure the following:
- Published Start Date
- Published End Date
- Accept User responses via HTTP collector
- Click the Confirmation Options tab
- Configure the following:
- Post Submit Message - Enter the message to be displayed after the form is completed.
- Download File - If you wish to include a file to be downloaded after the form has been submitted, click the Select File button and import the file. Alternately, you can select a previously imported file.
- Click Done.
The Url for the form will automatically be populated once the form has been saved.
Add Questions to a Form
- In the Forms module, click the pencil icon for the form to which you wish to add questions.
- Click Add New Question Field.
- Configure the following:
- Name - Enter in the name/question. This should be entered as you wish to see it on the form/survey. NOTE - If you have previously created the same field, you may select the field from the Link to Database Field drop-down list.
- Field Data Type -Select the type of data expected as a response to this question.
- Characters Allowed - If you have selected a Text data type, enter the number of characters that will be accepted in the field.
- Required - Select this check-box if the field is required in the form/survey.
- (Optional) Description - Enter a description of the field.
- Click Done.
Copy a Form
- In the Forms module, click the copy icon in the Actions column for the form you wish to copy.
- Click OK to confirm you wish to make a copy.
View Individual Form Responses
You may view individual responses in the following manner:
- In the Forms module, click the numbered link for Total Responses. The Responses screen will be displayed.
- Click the Response Date hyper-link for the response you wish to view. The User Response screen will be displayed.
Download All Form Responses
All responses to a form may be downloaded in the following manner:
- In the Forms module
- Click the Download Form/Survey Responses icon in the Actions column for the form you to download.
The responses will be downloaded in a xlsx format.
Form Response Report
The Form Response Report allows you to download responses for all forms or an individual form.
- Click Reports in the Navigation Panel.
- Click Forms Response Report.
- Select from the following search criteria:
- Form: Select the desired form from the drop-down list. To generate the report for all forms, do not select a form.
- Contact: To see form results for a specific contact, type the name of the contact.
- Criteria/Filters: If desired, select additional filtering options.
- Display Options: Select desired fields to display, summarizing options, and display mode.
- Click the Run Report button.