Create a Survey Template

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Surveys allow you to receive the feedback you need to keep your customers happy. In Survey Templates, you can create, edit, preview, and remove surveys.

Instructions

  1. Sign in to Recreation Management

  2. Navigate to Configuration, then Templates, and finally, select Survey Templates:The main navigation section with the Configuration menu option and the Templates section expanded, and Survey Templates highlighted.

  3. Select Create Survey Template:The Survey Templates screen with the Create Survey Template button highlighted for selection.

  4. Fill in fields:The New Survey Template screen with the Survey Settings tab displaying various fields and toggles for the new template.

    • Name: Add a name for the survey; this will only display for internal use

    • Survey Type: Choose whether you wish to create a Facility or Session survey

    • Message: Add text to display in the email and on the survey page your customer receives

  5. Select Save New Survey Template:The New Survey Template screen with the Save New Survey Template button highlighted for selection.

  6. Now, add questions and assign sessions/facilities