Surveys

Link2Feed allows Network Administrators, Network Managers, and Agency Managers to build and customize their surveys from scratch! Surveys can be used to track client satisfaction among many other things. 

Follow the links below in the order they're listed to build your survey for your network, particular agencies, or a particular demographic.

Survey results can only be accessed if the survey was created at a location a user has access to. For example if a survey is created at the Network level and an Agency Manager attempts to access the results they will be unable to do so as they do not have Network level access.

It is very important to not delete any Survey Run Configurations if you still require data from exports to be listed. Once deleted the data will not appear in an export. Our team is working on delivering a fix for this in the future. In the meantime do not delete any Survey Run Configurations you require data on via export. 

This article covers the following topics: 

• How do I add a Survey?
• How do I add Survey Questions?
• How do I add a Survey Rule?
• How do I add a Survey Framework?
• How do I set up a Survey Run?

How do I add a Survey? 

1. Go to Surveys under the Administration heading.
2. Click on the New Survey button within the Survey Configuration section.
   • Name: type in the title of your survey
   • Prompt: this is what the user should say when asking the client if they'd like to participate in the survey. It usually provides them with enough information to discern if they'd like to take the survey (e.g. how short it is, how it will benefit the client, etc.)
   • Introduction: this will show up underneath the title of the survey should the client agree to participate.
3. Click on the Save button to save your changes or Cancel to discard them. 

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How do I add Survey Questions?

1. Go to Surveys under the Administration heading.
2. Click the Edit button beside the survey you want to add questions to, under the "Survey Configuration" section.
3. Click on the New Question button to add a question.
4. Enter your question in the Content area. There are seven types of response types available:
   • Single Choice (Choose One): the user may only select one answer from the options provided
   • Multiple Choice (Choose All That Apply): the user may select any applicable answer from the options provided.
   • Rating Scale: choose the minimum and maximum values, as well as the interval numbers, which should go up (e.g. 1 to 5).
   • Likert Scale (Strongly Agree, Agree, Neutral, Disagree, Strongly Disagree).
   • Simple Text.
   • Multi-Line Text.
   • Yes or No.
5. If you select a type that requires options, click on the Add Option button. 
6. Value: this is what will appear in reports and exports.
7. Label: leave this blank if you want the same wording in reports and exports to appear in the survey. If you'd like to override this appearance, type in what you'd like it to say in the survey.
8. Click on the Delete button to remove an option you no longer want to be included.
9. Click on the Save button to save your changes or Cancel to discard them. 

How do I add the Survey Rule?

After creating a survey and survey questions, You'll want to create rules for the demographic target audience of clients you want to take this survey.

1. Go to Surveys under the Administration heading.
2. Click on the New Rule button under the Rules Configuration section.
3. Name: type in a title for the rule; it should reflect the type of rule you're trying to create
4. Type:
   • include clients with all of the following.
   • include clients with any of the following.
   • include clients with none of the following.
5. To create rules that include all of the certain criteria and none of the others, or any combination of the above, you would have to create separate rules.
6. Predefined Rule: A rule that has already been created:
   • Click on New Rule to set your criteria. Click on the Delete button to remove it.
   • Click on the Save button to save your changes or Cancel to discard them.

How do I add a Survey Framework?

After creating a survey, adding survey questions, and creating rules, you'll want to design a framework to specify if you want to survey a percentage of clients who fit the rule you created or restrict it to a particular agency. If you want all clients who fit the rule you created to be surveyed, you can name the rule "All", set the percentage as 100%, and select all organizations.

If you select a percentage of 75%, there's a 75% chance that the client will receive the survey. This is based on who was asked to take the survey, NOT only the survey responses. 

1. Go to Surveys under the Administration heading.
2. Click on the New Framework button under the Framework Configuration section.
3. Name: type in a title for the framework; it should reflect the type of framework you're trying to create.
4. Percentage: what percentage of clients from this framework should be selected to complete this survey.
5. To create rules that include all of the certain criteria and none of the others or any combination of the above, you would have to create separate rules.
6. Click on New Rule to select the rules you've previously created from the list of predefined rules. Click on "Custom" from the dropdown list to add new criteria. Click on the Delete button to remove it.
7. Even if you've created a new rule in the Rules section, you must add it to the framework for it to be applied to it.
8. Participating Agencies: check off the agencies that should be having their clients participate in this survey.
9. Click on the Save button to save your changes or Cancel to discard them.

How do I set up a Survey Run?

After creating a survey, adding survey questions, creating rules, and specifying your framework, it's time to release the survey!

1. Go to Surveys under the Administration heading.
2. Click on the New Survey Run button under the Survey Run Configuration section.
3. Survey: select the name of the survey from the dropdown list.
4. Framework: select a pre-made framework from the dropdown list.
5. Allow multiple client responses: allow a client to participate in the same survey more than once.
6. Run the survey: select the start and end date to run your survey.
7. Click on the Save button to save your changes or Cancel to discard them. 

If the survey is being done across agencies and a user declines to take the survey at one location, they will not be asked at any other location being surveyed.