Assign a Survey to an Activity

This article will show you how to assign a survey to an activity. Surveys can be sent a specific number of days before or after the end of a session. You are also able to assign a survey to a session that has already ended by setting the timing to the number of days that have passed since the end of the session.

Important Note:

Before you can assign surveys to activities, you must first create survey templates.

Default Survey Questions

Surveys currently ask the following:

1. How would you rate {program}?

2. How would you rate {organization}?

3. How would you rate your instructor(s)?

4. How would you rate the online technology used in the registration process?

5. Do you have any additional feedback that will help us better serve the community?

Note:

Numbers 1 to 4 are a rating out of 5; Number 5 provides a text entry box for comments.

Instructions

1. Navigate to Activities, then to Activity List

2. Expand an Activity

3. Select Edit Session (pencil icon) next to the desired session

4. Navigate to the Advanced tab

5. Specify the Survey Settings

   • Survey Template: Select the survey template you wish to assign to the session

   • Survey Timing: Indicate the number of days and whether you would like the survey to be sent before or after the end of the session

     Note:

     If you enter 0 or leave the Day field blank, it defaults the survey to send on the day the session ends.

     Note:

     If a session has already ended, you are still able to send out a survey by assigning the Survey Template and setting the Survey Timing to the number of days it has been since the end of the session.

6. Select Save Session

Resources

• Create a Survey Template

• Assign a Survey to a Facility