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

 

To configure Surveys:

  1. Log in to your Social Pinpoint Admin site
  2. 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


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 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.


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 from the drop-down list. 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. (star) Try keep it short

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: Tick 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: Number your questions as you want them to appear in the list

Remove: Tick to remove question, press Update Survey


 

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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