The Create Survey Workspace

The Create Survey Workspace

Tiers II, III & IV include a survey / member profile.  You customize your survey to suit your network in the Survey Editor Workspace:

Click on the images to enlarge

Parts of the Workspace

1) Indicates what page you're on, within your project.
2) Indicates which project you're currently working on.
3) Shows you're in the first tab of the project phases navigation bar - SetUp
4) Shows you're in the 'create survey' tab of the Set-Up phase
5) On the left is the Survey Builder - you'll drag fields from the right side of the workspace to the left. There you can put them in the order you want and edit the field content.
6) On the right you can select from your field options to drag onto the Survey Builder canvas.
7) Enables you to preview the form.
8) Save the whole survey - don't forget to save frequently!
9) Clone enables you to copy another survey from your account as a starting point. Existing fields will be over-written when you clone as survey.
10) Cancels you out and doesn't save whatever changes you've made since your last save.

    Upcoming Events

      To be notified of our online events.
        • Related Articles

        • Tier Differences in The Survey Builder

          The Survey Editor will be slightly different, depending on which Tier you've subscribed to: Read more about the thinking that went into the different Tier accounts Read more about the sumApp features in each Tier Tier I Tier I doesn't include the ...
        • Custom Survey Filter | Tier IV

          Sometimes the segment filter on the connections page just isn't enough. Your population is huge and you need another variable to help members filter the whole list down to a manageable number. In that case - in a Tier IV account - you can use the ...
        • sumApp Member View | Survey Page

          The member view survey page is almost completely defined in the Survey Editor. Features of the Survey Page:1) Project name - defined when project was created. Can be changed in Settings. 2) Member View Navigation Bar. Member can skip forward or ...
        • Changing Survey Questions and Options

          sumApp was designed to enable you to test, reflect, learn, adapt and iterate throughout your project's life. To that end, the survey questions and options can be changed at any point. You don't even need to close the project when changing (though it ...
        • Survey Field Types

          Types of fields available in the survey 1) Text input. Open ended short text field 2) Text area. More text 3) Checkbox options. You can use as many checkbox options as you need. Members can select more than one option, but you can set a limit in the ...