Tutorials - Survey Manager

Creating and Managing Surveys

You will need to create a survey before you can send an eCard or post a link to your survey response form. This tutorial covers how to create and manage your surveys.

Create your survey in 3 easy steps!

  • Step 1. In the navigation, go to Surveys > Create a Survey.
  • Step 2. Provide your survey information such as the survey name, set anonymity options etc. and then create your survey questions.
  • Step 3. Preview your survey and make sure it works the way you want it to.

Survey Settings in More Detail

  • Survey Name
    • Displayed at the top of the response form
    • Make sure it clearly details the purpose of the survey
  • Opening Text
    • This text appears at the top of the survey
    • Give a good description of the survey and provide instructional information if necessary
  • Email Notices
    • You can receive email notices when someone responds (you will receive an email once per day not each time someone responds)
  • Captcha
    • Captcha is used to differentiate human responses from robot responses
    • CorpNote does not require that people sign up to respond to a survey so Captcha is used to distinguish human from machine input
    • This form of protection should be used if you are linking to a survey response form on a website, social media, or any other method that doesn't enable you to control who is taking the survey
  • Survey Anonymity
    • Enable your survey responses to be anonymous or require people to provide their first name, last name, email and/or company
Create your survey in 3 easy steps.

Creating Survey Questions

  1. Select the Number of Questions
    • Once you select the number of questions you want your survey to contain (up to 20), the appropriate number of survey question fields will appear
    • You can modify your survey at any time to add or remove questions
  2. Enter your Question Text and Choose the Answer Format
    • Choose between radio buttons (allow only one answer), checkboxes (allow multiple answers), a rating scale from 1 to 5 or an open text response
  3. Get More Detailed Information from your Respondents
    • Select either radio buttons, checkboxes, or a rating scale and then check the option to include a comments box below the question so respondents can leave open-ended feedback if they feel necessary
  4. Add your Survey Confirmation Message
    • This is what your respondents will see after they have completed the survey
    • If there is a gift or other incentive for completing the survey, you can provide instructions or a link for further information
  5. Save and Preview
    • Always save and preview your survey before distributing it
    • You can change the question order at any time to ensure proper flow to your recipients

thumb_up  Important Note: You are able to edit your survey at any time but if you already have responses, it could adversely affect the accuracy of your data if you change the question text or response format.

Easily create your survey questions and gather your survey responses in real-time.

Survey Management

You can view your responses in real-time, add a response, send reminders, send follow-up messages and more as described in the options below. To link directly to your survey response form, click the "Direct Link" button. You can then paste this website address into social media, your website or blog. For more information on how to do this, follow the instructions in this tutorial: Direct Link to a Survey

For each survey you have the following "options" that you can select from each survey's drop down menu.

Survey Management Options
View Responses
This option only appears if you have responses to your survey. Select this option to view a list of all of the people that have responded. You can also view/download aggregate and individual responses from this screen. Tutorial > Managing Survey Responses
Add a Response
You can add a response for someone by completing the survey form for them. This is helpful if you need a consolidated list of responses that have been gathered through online responses as well as ones you entered for people that answered by phone call or snail mail.
Recipient List
Each time you send an eCard with a link to the survey response form, your recipients are automatically added to your consolidated recipient list. If you wish to respond for someone on your list, we recommend that you do so from this screen by clicking the edit icon next to the person's name/email address. The recipient will be recorded as having received and responded to the survey. This ensures the person is not included on future "follow up" eCards for people who did not respond. Learn more in out Managing Your Survey Recipient List tutorial.
Send Reminder
This option only appears if you have a recipient list. You will see who has not yet taken the survey and you can select who to send a reminder to. Refer to the "Recipient List" tutorial for more information.
Edit Survey
If you modify a survey, respondents will see your changes immediately; but once you have responses to a survey, you should only make minor text changes to your questions. 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.
Copy Survey
An exact duplicate of the survey will be created. The survey name will have the word 'COPY' in it, so that you know you are working with the copied version of the survey. You will need to remove that text before you save and distribute your new survey.
Delete Survey
If you delete a survey, the survey response form and all responses for that survey will be permanently deleted.

Next Tutorial > Survey Distribution

If you need additional help, please refer to our Help Center or complete our Priority Email Support Form.

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