Table of Contents
📌 Note: Walksheets are available as an add-on in the political bundle. For more information on adding new features please see the add-ons page in your nation.
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Where to start
You'll want to create a survey before you set up your survey page.
Create a survey page
First, follow the steps to create a new page on your site. This process works the same regardless of what type of page you're creating. Go to Website > + New page.
- Name your page. The page slug will populate based on the name, you can edit it to whatever you wish.
2. Select the Survey page type.
📌Note: Based on what add-ons you have enabled for your nation, the featured pages may be different.
3. Decide whether to include the page in top navigation and/or supporter navigation.
4. Click the Create page button.
You'll be taken to Survey settings > Basics.
1. You need to select a survey to display on the page. The dropdown menu lists the surveys that currently exist.
Clicking on New survey below the dropdown menu will take you to People > Other > Surveys, where you can create a new survey.
2. When finished, what page should they land on next? Typing the slug of a page on your website in this text box creates an action chain -- after a responder completes the survey, they will automatically be moved to a different page on your site. This is particularly useful for connecting action pages, allowing you to define an engagement path for survey responders.
3. Creating a workflow: You can create a workflow for all survey responders. This means assigning a point person, tagging the responder, add the responder to a path, and assigning a membership to responders. There are three ways to connect a workflow to a survey:
- create a workflow for everyone who responds to the survey on your website at Survey settings > Basics
- add a tag to everyone who answers a specific question in the Settings of a question
- create a workflow for everyone who selects a particular response to a multiple choice or yes/no question by editing a possible response to a question
A point person will only be assigned if the responder does not already have a point person.
4. Remember to click Save settings when you're finished.
Webpage survey display options
At Survey settings > Intro you can create an introduction to the survey. You can add pictures to the files section and display them here. Whatever you include in this content editor will display at the top of the survey page throughout the survey.
The survey will start under the introduction. The page will display one question at a time, so that responders are not overwhelmed. The first question in a survey cannot be skipped. Every other questions can be skipped. By default, possible responses will be displayed in random order. This can be adjusted by editing each question within your survey.
Responders will be asked for their first name, last name, email, mobile phone, and street address. On a site-wide level, you can decide whether or not to ask for mobile phone numbers, at Website > Site settings > Basic. Otherwise, if you would like to edit the amount of contact information required from responders, you'll need to edit the page template. At a minimum, responders must provide first name and last name.
For example, here is how my survey looks to someone not logged into the nation:
Canvassing with surveys
You can structure the conversation during a door-to-door canvass or phone bank by incorporating a survey. To do this, you'll attach your survey to a scannable sheet which will also speed up data entry. Keep in mind these important parameters:
- include only multiple choice or yes/no questions
- have five questions or less
- each question can have up to six response options
- finalize the survey questions, responses, and order before printing sheets