Creating and Publishing a Survey

Market: Federal/State/Local, House, Senate

Description: These instructions teach users how to create and send a survey in IQ.

Click any of the following links to be brought directly to the subtopic:

Building the Survey Content

Reviewing Survey Content

Publishing a Survey

Using Survey In Row Actions

Setting up Basic Survey Information

1.Navigate to Outreach > New > Survey.

2. The IQ Survey Wizard is displayed on the screen and defaults to Setup. A sample survey is displayed.

3. Enter the survey Name, Owner, and Description in the appropriate fields. The default owner is set to the user who created the survey. Click Save.

Building the Survey Content

1.Select Builder.

2. Select the format of the survey question.

a. Text Block allows a response to be typed in by the user in a text box format.

b. Checkboxes allow multiple responses or options to be selected. Lower and Upper Limit options are available with Checkbox questions. Upper and lower limits allow you to select options that range from the three most important (i.e. 1-3 answers are allowed). If a question is marked as required and lower/upper limits are not populated, at least one response is required.

c. Radio Buttons allow a single response from a set of fields.

d. Dropdowns allow a single response from a set of values displayed in a list box.

e. Text Box allows response to be typed in a text box.

3. Enter the Question and each Answer to include in the survey. If you select an Affiliation Code(s) to associate with one or more answer, that Affiliation Code(s) will be applied to the Contact Record when the survey is submitted.

4. Select the Required checkbox to indicate a response is required.

5. Select Add an “Other” Answer option to add an optional field to further clarify a response.

6. Select Change the way Answers are displayed to modify the display of the answers as needed.

7. Select Add Another Answer to display more answers available for the survey.

8. Select Save.

Reviewing Survey Content

1.Select Review from the menu.

2. Complete the fields to select the Display used for the survey:

a. "Embed this survey in the e-mail (if possible)" will allow recipients to complete and submit the Survey directly in the email itself.

b. "Show a link in the e-mail that opens the survey in a new window" will allow the recipient to select a hyperlink to open the survey.

c. "Show an image of the survey that opens the survey in a new window" will display the survey in the body of the email as an image. Selecting the survey image will launch the survey in a new window.

d. "Show a custom image of the survey that opens the survey in a new window" will display the survey in the body of the email as a custom image that you provide. Selecting the survey image will launch the survey in a new window.

3. Select Save at the top right-hand corner of the module.

Publishing a Survey

1.Select Publish top right-hand corner of the module.

2. Select an option from one of the selections in the dialog box.

a. “Publish this survey for use in outgoing email” allows the survey to appear directly in the body of the email as text, a link, an object, or an image.

b. “Start an outreach mailing based on the content of this survey” allows only the survey to be delivered to constituents without an email message.

c. “Publish this survey as a new standalone web form” allows the survey to be accessible via a web page.

3. Select Publish. The survey is published and ready to be included in web pages, emails, and eNewsletters.

Using Survey In Row Actions

1.After a survey has been created, you can apply the following in-row actions towards the survey.

a. Modify: This action is displayed for surveys that have been published or closed. It enables users to make changes to these surveys.

b. Publish: This action is displayed for surveys that are in Draft Status. It enables users to make publish the survey. Once published, the status for the survey changes from Draft to Published.

c. Copy: This action is displayed for surveys that are in Draft, Published, or Closed status. It enables users to make a copy of the survey.

d. +Outreach. This action is displayed for surveys that have been published. It enables users to create an outreach material (e.g., eNewsletter) using the published survey.

e. View Instapoll: This action is recommended for surveys that have been published. It enables users to view the survey questions and responses, if provided.

f. Open in Excel. This action is displayed for surveys that have been published and have survey responses. It enables users to download and view the survey responses in Excel.

g. Close. This action is displayed for surveys that are in Draft or Published. It enables users to set the status of the survey to Close.

h. Delete. This action is displayed for surveys that are in Draft or Published. It enables users to delete the survey.