How do I create Survey Questions?

Overview 

Use Survey Questions to collect uniform, multiple-choice responses from supporters. This article walks through how to create a Survey Question and add responses.  

Step 1: Navigate to Survey Questions 

• Start from the EveryAction Home page. 

• Navigate using the left menu and click Tracking & Codes > Survey Questions.  Or use the Search for a page field and type Survey Questions. 

Step 2: Create a new Survey Question 

• From the Survey Questions list page, select New Survey Question. 

• Complete the survey question details form. 

Required and key fields include: 

• Cycle* – Controls which cycle the question appears in. 

• Type* – Classifies the question. 

• Long Name, Medium Name, Short Name* – Used in different areas depending on space. 

• Question* – Write a clear, single-subject question. 

• Applies to – People records, organization records, or both. 

• Scope – Public or Private. 

• Status – Active, Inactive, or Archived. 

• Viewable by – Committees that can access the question. 

• Owner Committee* – Required when you belong to multiple committees.  

Step 3: Save and add responses 

1. Select Save. 

2. Add the predefined responses for the question. 

Note: Only one response can be applied per record for each Survey Question.  

What else do you need help with? 

• How do I search using Survey Questions? 

• How do I report on Survey Question responses? 

• Understanding Survey Questions