Survey Process

What are the steps to create & distribute a survey or poll?
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...
Thu, Jan 28, 2016 at 10:31 AM
What do I do on the Survey Info step of the Survey Wizard?
On Survey Info, you should give the survey or poll a name. You can also enter tags or a description for the survey to make it easier to find in the future....
Thu, Jan 28, 2016 at 10:32 AM
How do I fill out the Survey Info step?
The top section of the Survey Info step, you will see three blank textboxes labeled “Name”, “Tags”, and “Description”. In the “Name” box, fill in the name ...
Thu, Jan 28, 2016 at 10:32 AM
How do I save my survey info?
Once you have filled in all of the information, make sure you save your info. Look at the very bottom right corner of your screen. You will see a green but...
Thu, Jan 28, 2016 at 10:33 AM
What do I do on the Survey Settings step of the Survey Wizard?
The Survey Settings step allows you to set options specific to this survey, such as: Start & End Dates Message that appears if the survey is n...
Thu, Jan 28, 2016 at 10:33 AM
Can I allow recipients to take this survey more than once?
Yes, in the Survey Settings step of the Survey Wizard, there is a checkbox that says “Allow the user to take the survey more than once”. Checking this b...
Thu, Jan 28, 2016 at 10:33 AM
Can I allow recipients to take this survey anonymously?
A. Yes, in the Survey Settings step of the Survey Wizard, there is a checkbox that says“Anonymous”. Checking this box will remove the recipients’ first nam...
Thu, Jan 28, 2016 at 10:34 AM
Can I choose when I want my survey to be active?
Yes, you can choose when your survey will start and when it will end. The start date will default to the current date & time. Select a date and time fo...
Thu, Jan 28, 2016 at 10:34 AM
Can I choose when I want my survey to be active?
Yes, you can choose when your survey will start and when it will end. The start date will default to the current date & time. Select a date and time...
Thu, Jan 28, 2016 at 10:35 AM
Will my survey appear with all questions on one page or will each question be on its own page?
You can display your survey either way. There is an option on the Survey Settings step in the Survey Wizard called “Show survey on a single page”. If this ...
Thu, Jan 28, 2016 at 10:36 AM