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Creating A New Survey


The iVvy marketing system allows you to generate surveys to collect anonymous data about your event. It has very flexible input options which allows you to collect data in numerous ways for statistical reporting and analysis. Multi page surveys can be created if you wish to address different themes for each page, or just shorten the amount of questions to a page.

To create a new survey

  1. Navigate to: Marketing (Top menu level) > Surveys (Left hand Menu)
  2. Click “Add Survey”


     
  3. You will be required to give the survey a name
  4. Select the response limit for the survey (how many times a singular person can take the survey). 
  5. If you want to nominate an auto close date, you can. 
  6. Show progress 
  7. Can Save Progress - This allows the person filling out the survey to nominate a password to come back and finish the survey at a later date. If no is selected then the survey needs to be completed now. 
  8. Notify on completed responses emails you whenever a survey is completed if set to yes. 
  9. Contact name is the contact for the survey, and if you don’t want to nominate a email address, the no reply email is noreply@ivvy.com. It is recommended that you always set a reply email so any correspondence isn’t lost to you. 
  10. The confirmation message that you type in here will appear on the screen once the survey is completed. 
  11. Once you have saved you will be presented with the “Survey Editor”. You will notice there are two tabs, the survey and a skip logic tab. More information on skip logic here. Working through the survey editor
  12. Firstly you need to add a page, without a page you cannot add questions. So drag a page over to the middle of the screen to the right of the options. 
  13. When adding in a question there are a number of different question types that you can add. 
    • Dropdown: A drop down is a drop down bar with a list of pre-loaded questions. You also have the option to add an “other” box if you want to give the option to give an alternative answer. 
    • Single select: Gives a question with a vertical list of responses underneath it with radial buttons next to them. Only one answer can be selected. 
    • Multi Select: Gives a question with a vertical list of responses underneath it with multi buttons next to them. Multiple answers can be ticket. 
    • Single Matrix: A single matrix is a table of options that have a column and row header where you can select an answer from each row
    • Multi Matrix: A multi matrix is a table of options that have a column and row header where you can select multiple answers from each row
    • Multi Select Matrix: A multi select matrix is a table with column and row headers where you can select a drop down of answers for each cell
    • Rating Scale: Provides a question and a display of stars where 1 - 10 stars can be selected as the answer. 
    • Small Text: Is just a small box to input a limited amount of characters into. Usually three to five word response is the limit. 
    • Large Text: Is a large paragraph box input which allows paragraph length responses. 
    • Date: Is just a date calendar field that when you click on it you select a date from a calendar or type in a date. A response other than a date is not accepted. 
    • File Upload: If you wish to collect documents such as word, presentations etc, this gives you the ability to do so. 


       
  14. When adding a question you can decide on some of the options such as single select and multi select whether to make a template out of the answers if you are going to use them often. If you are using a rating scale, e.g. Fantastic, Great, Good, Satisfactory, then instead of having to type in the answers for each question, you can select a template each time. 
  15. Questions can be made mandatory if you want to make it that the answer has to be answered before the survey can be finished. 
  16. You can preview your survey, or exit the editor when finished. Click on the survey settings takes you back to the first steps of setting up a campaign. You can also now work on the skip logic now the questions are all loaded into the system. 
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