Goal
This article will guide you through the steps to create and send a survey using the admin portal.
Before you get started
You will need to have the correct permissions set in order to send surveys. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Access Detail ➡️ Expand Communicate and ensure that Surveys has Full Access selected.
Send a survey
Step 1 - Lets begin
Navigate to the Resvu admin portal and click Communicate, then select Surveys, then Click the New Survey button
Step 2 - Set up your survey details
Enter a Survey Title.
Select the Communities the survey will be sent to. You can choose one or multiple.
Select your target audience
Choose whether to send the survey to everyone in the selected communities or to specific user types.
Set an expiry date
Define when the survey will expire. After this date, participants will no longer be able to respond.
Choose your notification methods
Select how residents will be notified. Options include:
Email
Mobile Push Notification
SMS
Configure participation settings
Toggle the following options based on your preferences:
Allow comments from participants
Allow anonymous responses
Add attachments (optional)
Upload any supporting files needed for the survey
Step 3 - Set up your survey questions
Create your questions and answers
Add as many questions and answer options as required for your survey.
Step 4 - Publish the survey
Publish the survey
Once all details are complete, click the Publish button to send your survey.
Training video
This video shows how to send any type of communication. At 9:12 the video shows how to send a survey.