How to Create Surveys in Portal

How to Create Surveys in Portal

When logged in, click on the Surveys tab in the top menu.

On the Surveys tab, there is a Default Survey that can be used.  You can also create new surveys and copy surveys.

To create a new survey click on the “Create New Survey” button.

On the Survey Edit Page, click on the Untitled Survey section and enter the name of the Survey.

Click on the “Add Question” button to start adding the first survey question.

In the popup window select the question type you would like to use for the question.

Description for each question type:

• Single Response – This will allow for only one response to be selected
• Multiple Choice – This will allow multiple responses to be selected
• Text Response– Free form text field
• Numeric Response – Enter numeric response only
• Ranked Response – This allows you to set a scaling question. (i.e. Rate each item on a scale
  from 1 – 3)
• Branching Question – This will allow you to setup which question appears next based off a response to a question setup with branching.
• Read-Only Text – This is a header field that can be used to add section headings within the survey.

Question setup

• For Single Response, Multiple Choice, or Ranked Response types.
  
  • • Click into the “Untitled Question” field and enter the question text.
      
      
    • Click into each “Untitled Possible Answer” field, to add in each response to appear. To delete a response field click on the “Trash can” icon next to the field.  To add an additional response field, click on the blue + icon.
      
      
• For Text Response or Numeric Response Question types.
  
  • • Click into the “Untitled Question” field and enter the question text.
      
      
• The green + icons to the right side will add a new question above or below this question.
  
  
• The red – icon will delete the question
  
  
• To move the question up or down on the page. Click on the arrow icon to the left.  Top arrow to move the question up and bottom arrow to move the question down.
  
  
• The Question code field and Answer code field can be used to add codes against the fields. This is good if you are looking to import the leads/survey responses into a third-party platform and specific codes are required.  The code fields will appear in separate columns when downloading the Leads report.
  
  

On the left side section of the question setup.

• Question Type – Here you will see the question type setup for the question.
• A check box to make the question a Required field.
• Disable item – if you do not or cannot delete the question and don’t want this to appear in the Survey.
• Enable Branching – This will turn on the Branching settings within the question setup.
  
  

Once edits are made, before navigating away from the Survey click on the blue “Save Survey” button at the bottom of the page.

IMPORTANT:  When making edits to existing Surveys or adding new surveys in your Portal account.  Within the Stova Lead Capture app, go to “Settings” and click on “Refresh Surveys” to ensure edits are synced to the app.

Survey responses for each lead can be viewed by going to the "View Leads" tab.

To view the survey details for a single lead, click on the arrow icon to the left of the Scan Date for that lead, then click the “View” button for the survey you want to view. The responses will show in a pop-up.

The Survey responses will also appear for each lead when downloading the list of leads, as long as the “Include Surveys” toggle is on.