Take control of your Social Pinpoint account with our detailed documentation.
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)
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:
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.
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')
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.
Survey Submit Action: Select an action you wish to execute when a user presses the Submit button after completing a survey. Options are:
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
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.
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.
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)