NEW Surveys
BoardSpot has a survey feature that allows admins to easily collect input from the portal members. This survey feature is available in Professional and Enterprise Plans.
Surveys can be created and distributed by Org-wide admins only. Please see your organization's administrator(s) for assistance with this feature.
Navigate to the People page and select the "Surveys" tab.
Click + Add Survey.
Type the survey Name and Description (optional, and max of 280 characters) in the open text fields.
Click + to add your questions. There are eight question types that can be used. Select the question type from the popup and fill out the pertinent information. You can make questions required or not, by checking/unchecking the box. Question order can be re-arranged using the up/down arrows. Any question can be discarded by using the red trash can symbol.
Click Save.
Click Add Recipients and select which portal members will receive this survey. You can choose recipients by name, group, or role in the portal. Use the "x" to remove people. You can add a whole group of people by their role or committee membership, and then remove individuals, as needed.
Once the correct people are selected (confirm list of people whose names are circled, on the right), click Send and Send Email. Note: you can add additional custom text to the email by typing your message into the open text box.
While on Surveys page, click on name of specific survey.
Select the "Responses" tab to view responses and/or download results.
Questions? Chat with us
Surveys can be created and distributed by Org-wide admins only. Please see your organization's administrator(s) for assistance with this feature.
The Surveys tab on the People page hosts a list of each portal member's surveys. Org-wide admins also see a list of all Surveys in the portal.
Creating a Survey:
Navigate to the People page and select the "Surveys" tab.
Click + Add Survey.
Type the survey Name and Description (optional, and max of 280 characters) in the open text fields.
Click + to add your questions. There are eight question types that can be used. Select the question type from the popup and fill out the pertinent information. You can make questions required or not, by checking/unchecking the box. Question order can be re-arranged using the up/down arrows. Any question can be discarded by using the red trash can symbol.
Click Save.
Click Add Recipients and select which portal members will receive this survey. You can choose recipients by name, group, or role in the portal. Use the "x" to remove people. You can add a whole group of people by their role or committee membership, and then remove individuals, as needed.
Once the correct people are selected (confirm list of people whose names are circled, on the right), click Send and Send Email. Note: you can add additional custom text to the email by typing your message into the open text box.
Creating a survey:
Adding recipients and sending the email:
Email example:
Send reminder, Add recipients, Duplicate survey, or Remove:
See survey completions:
View survey results:
While on Surveys page, click on name of specific survey.
Select the "Responses" tab to view responses and/or download results.
Questions? Chat with us
Updated on: 16/12/2024
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