Project Setup - Surveys

Surveys can be configured and associated with Sidebar Tabs, Comment Markers, Info Marker pop-ups or Map Layer pop-ups.

To configure Surveys:

Log in to your Social Pinpoint Admin site
Follow the guide below to configure the various settings and options.

Click Image to Enlarge
	Select a current project using the edit button on the welcome screen or create a new project and then select your "Dashboard"
	Click Surveys in the Tools Settings menu on the left
	Click New Survey or edit and existing entry Note: Surveys will switch from DRAFT to LIVE when the survey has responses. You will not be able to make some edits when the survey is Live. (you might need to delete test survey responses)
	Survey Builder Questions can be added to your survey in a range of formats, the configuration options are: Question Type: Select the type of question you would like to ask. Click to enter into survey builder or drag. Options are: Select (Drop-down menu) Checkbox (multi-select) Text Area Radio (single-select) Rank Text Field Image (upload) HTML Text Description - Display static HTML and text. This question type does not need any input from the user and is purely for information display in the survey Question ID: Enter a short name for your question that is used in reporting and exports. Try keep it short (NOTE: Each Question ID must be unique) Question Title: Enter the title for the question. This is basically the actual question you are asking You can also use HTML in the title. e.g. Please show me <strong>some html</strong> This would display the 'some html' as BOLD Mark this question as required: Click this option if an answer is require before submitting Answer/Options: Where applicable based on the Question Type selected, enter the available answer options, separate each option onto a separate line Inline: For Checkbox or Radio questions only. Places the options onto 1 line. Sort order: Drag function to sort questions Remove: Click 'X' to remove questions Undo/Redo: ability to edit last step Create: Once survey is built this will create the survey (NOTE: once survey is built and you begin editing the survey this button will change to 'Update')
	Survey Details Name: Enter a name for your survey Single Submit: Enabling this will prevent the same stakeholder submitting a survey more than once Single-submit surveys are not presented to a stakeholder when submitting a comment if that stakeholder has completed the survey previously. Similarly, single-submit surveys that reside in sidebar tabs, or that are shown for a map layer or info marker, will not be presented to a stakeholder once completed, with the "thank you" message for the survey shown in its place. This will only occur for those stakeholders that have chosen the "Remember Me" option when submitting a comment or survey. Submit Actions Survey Submit Action: Select an action you wish to execute when a user presses the Submit button after completing a survey. Options are: Submit then close (default action) Submit then Navigate to a URL Submit then Navigate to a GeoSurvey step (if enabled) Thank You Message Enter text here to display to the user once they submit a survey. Not only is it a good idea to thank them for submitting but also think about if you could Point them to any more areas to seek further information Prompt them to perform more actions such as sharing with friends, or submitting further surveys or comments
	Email Notification settings allow you to customise the email sent to users after submitting a survey response. Subject: Enter the subject line of the notification email users will receive Body: Enter the email body text to be displayed Note: Current email is plain text only, does not support images/ formatting.
	Survey Tester This allows you to obtain an idea of how the survey will function and view on a specific device
Adding Survey to a Marker:
	Firstly ensure or create a survey that you wish to attach to a marker type. Create or edit a marker type. (See Project Setup - Marker Types on how to achieve this) Under Post Submission Form Settings, select the survey you wish to attach to the marker type. This will allow for a survey to be conducted on a user after they submit their initial comment.
Adding Survey to an Info Marker:
	(See Project Setup - Marker Types on how to create and edit Info Markers) Go to your project map view and click the Info Markers toggle button. (You will only see this Info Markers toggle if you are logged in as an admin user) Drag and drop an Info Marker onto your map where it is relevant for people to click and take the survey. Give the Info Marker a Summary title and add any information or photos necessary. Click Submit. While still in map view. Click on the Survey Info Marker you just added and Click Edit Information.
	From the Survey drop down menu click which Survey you wish to add to the Info Marker and click update at the bottom of the page. Back in map view, click on the Info Marker to see the Survey popup!
Adding Survey to a Map Layer (zone):
	In the Settings menu on the left, click Map Editor (see Project Setup - Map Layers for more information)
	Click the pencil Edit button on the map layer you want the survey to pop up when selected.
	Open the Select Actions menu and choose action Open Information from the drop down menu. Then choose the Survey you wish to add to the popup from the drop down menu.
	Open your map screen and click on the layer to view the survey in the popup
Adding Survey to a Sidebar Tab
	Create a new Sidebar Tab for your Survey or add a Survey to an existing tab - (See Project Setup - Sidebar Tabs for more information) Add the Sidebar Title, Icon, and Contents you wish to add to the Sidebar Tab Widget: Select the Survey option from the Tab Widget dropdown menu Survey Details: Select which Survey you want to be added to the Sidebar Tab (the Survey will show up after the Sidebar Contents)

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