Once you create a new survey (or select one from the library), the DonorView Survey Wizard will walk you through each step. The steps are listed at the top of the page. They are clearly marked with their status, as well as which step you are currently on. Not all steps will be necessary for every survey or poll. For example, if you choose to only post your survey to social media, and not distribute it via email, then the step to attach the Recipient List is not necessary.

The steps in the process are as follows:

  1. Survey Info – basic information such as survey name and description as well as the distribution method
  2. Survey Settings – options that determine the behavior of the survey such as survey active dates
  3. Survey Styling – customize the look and feel of your survey or poll with fonts, colors and options
  4. Attach Recipient List – if distributing the survey or poll via email, select which Recipient List that it should be sent to
  5. Welcome Message – customize the Welcome Message that your recipients will see in their email that will allow them to start the survey
  6. Questions – setup, edit and customize the style your survey questions
  7. Thank You Message – customize the message that your survey taker will see after submitting their responses
  8. Schedule or Send – schedule a time for email delivery or send it automatically, as well as post it directly to Facebook, Twitter or LinkedIn

Click on the link below to watch a short tutorial:

(Video Tutorial Coming Soon #66)