Survey Manager - Creating a Survey
Online Videos — Sending an Online Survey (5:40), Viewing & Saving Survey Results (2:33)

You can access your Survey Manager by clicking on the navigation (eCards / Survey Manager) at the top of any screen.

Create a new survey by clicking the 'Create New Survey' button.

• The Survey Name is displayed as a link, on your eCard, to take your survey.
• The 'Opening Text' is what appears at the top of your survey. Members use this area for welcome and instruction information.



• You can make your survey responses anonymous or you can require that they supply first name, last name, email and/or company.



• Select the number of questions you want your survey to contain. The appropriate number of question fields will appear. You can later modify your survey to add or remove questions at any time.



• Enter your question text. You can then choose the answer format such as radio buttons (allowed only one answer) and checkboxes (allowed multiple answers). If you want to have an open text field only for an open-ended question, do not select anything under Answer Format and check the box that says 'Use Comments Box.'



• Select radio buttons or checkboxes along with the 'Use Comments Box' to set a combination of single or multiple choice with a text response option.



• Add your survey confirmation message which is what your participants will see after they have completed the survey.

Click the 'Save New Survey' or 'Save Changes/Preview' button to continue.

To view a real-time demo of how to attach a survey to an eCard and what your recipients will see when they click on the survey link, click here.

Modify or Delete a survey by clicking the 'modify survey' or 'delete survey' button to the right of your survey name. (See example)

• If you modify a survey, your changes will be seen on any new eCards you create. eCards that you have previously sent cannot be edited; but, when those eCard recipients click to take your survey, they will see your changes. Remember, once you have responses to a survey, you should only make minor text changes to your questions and responses. Changing the type of question or the intent of a question will not change the responses of people who have already taken the survey. You will receive a warning when you modify a survey question for which you already have responses.



• If you delete a survey, the survey and all responses for that survey will permanently be deleted from our system.

Note: Your survey information and responses will be stored until you delete them from our system.

If you need additional help, please refer to our Frequently Asked Questions or complete our Priority Email Support Form.