Creating a Survey 

• Menu > Form and Survey System > Manage Survey screen > Create new survey
• Survey Details > Name the Survey > Select Template for the Survey > Set Stylesheet > Choose whether or not to include Survey Responses in Email > Option to customize first line of response email > Chose to include link to public survey results > Create Survey
• To edit questions on survey go to “Actions” drop down > Select “Edit questions” (make sure survey is in open status and not in design mode in order to be able to add questions) > Insert button > Select from right side what kind of answer you want the surveyor to use > Create.
• Edit Question > Type in Question and subtext if desired > Select options > Type answers (must type a separate answer on each line).
• For example: Answers = “yes” “no” “n/a” must be typed as follows in answer box.
  • Yes
  • No
  • N/A
• Repeat steps to add additional questions. 

Managing Surveys:

• From this screen you can change the status of the survey, or via the “Actions” drop down on the right you can choose to Duplicate, Share, Edit, Delete, Preview, Review Results, Deploy, or further edit the survey itself.
• If the survey is already deployed the options via the “Actions” drop down will only give you the option to preview or review the results.

Survey Options

• From the survey options page you can edit the name and basic variables of the survey
• Edit the opening page, closing page, and results pages
• Edit the CSS
• Edit the Response email