To create a custom survey go to the "Marketing" menu and select "Surveys"
This will take you to a list of all the previously created surveys, by clicking on the trash can icon you can delete or by clicking the gear icon you can review the statistics.
To create a new survey:
1. Press the button "New." This will take you to a new screen will you will write the description of the survey, the active date range and if you want the survey sent to members or staff.
2. Press the "Add question" button to add questions.
3. Write your question and press the "Add Answer."
4. Write the answer, if you wish to add an open ended commentary box to the answer, mark the box "Text." Press the "Add Answer" button as many times as needed to provide your answer options.
Repeat the steps 2-4 until your survey is complete. Then press the "Save" button. This will reveal the Recipients section. Press the "Add" button to choose who you want to send the survey to.
Choose your recipients and press the "Add Selected" button. This will automatically send the survey to the selected persons.
You will be redirected to the survey screen where you now see a list to the right of all the recipients with a No or Yes circle next to their name showing if they have completed the survey.