When to use it
Questionnaires let you create a list of questions of several different types to ask your supporters, then record the answers and data they provide. Questionnaire answers, although they are available for browsing and export along with their respondents' information, are not custom fields and are not retrievable elsewhere in the system. For this reason, questionnaires are most useful when collecting information in bulk from many supporters, rather than collecting individual information. We recommend using custom fields to collect data that you will need to add to your individual supporters' records.
How to get there
Navigate to the Website Management package and click the Questionnaires option under the Web Pages section,
Reference Name is entirely an internal name, invisible to the public. Use organized, specific titles such as
2014 Yearly Surveyto make sorting and locating easier.
Title is the public facing display title for the page, it will show up at the very top of the page and on the browser tab (as long as a title isn't specified in your template).
Description allows you to describe, contextualize, or frame the Questionnaire for your users. This field appears on the Questionnaire after the Title, and can be HTML-styled using the WYSIWYG editor, including images, links, and video embeds.
Status decides if the page is visible to supporters. Active will allow supporters to fill out the form while setting the status to Inactive or Archived un-publishes the Questionnaire for end users, closing it to further replies. However, you'll still have the Questionnaire (and any response data it's accumulated) stored in your Salsa headquarters.
Deadline allows you to set a date (in YYYY-MM-DD HH:MM format) after which the Questionnaire will automatically reset to status Inactive (see above) and collect no further data.
Target Number is the number of responses you hope to garner from the Questionnaire. Used strictly for record keeping purposes.
Questionnaire: Supporter Info
- You can add more fields, including custom fields, by clicking Add a new field and selecting the new field from the drop-down menu.
- You can make any field required by clicking the "required" check box next to it.
- Remove fields by clicking the button with the minus symbol to the right of the field name.
To change the order of the fields, Click the Use Field Order Shown Below box, then change the order of your saved fields by click the drag handle next to any field, and holding down your mouse button as you move it up or down the field list.
Add to these groups
Choosing one or several groups here will automatically add your supporters to the corresponding groups when they submit the page. (Learn more about groups.)
- Click Add a group
- Click in the search bar area or the search icon
- Find and select the group you want to add
Utilizing this option will add the groups to the public facing page to allow the supporter to choose which groups they want to join.
The Questions tab is the meat of the Questionnaire tool, where you can configure special questions unique to each Questionnaire to solicit supporters' views on any subject.
To get started building a new question, click the +Add Question button.
The first three fields are used to describe the question to your Questionnaire respondents. Each field is optional, but you'll want to use at least one of them.
- Question Header appears before the question.
- Question Label "wraps" the question (and if applicable, its possible answers). This is your actual question.
- Question Footer appears below the question.
You can see appearance of these question fields below:
For Questionnaire questions of type such as Dropdown and Radio Buttons, where you'll be providing respondents a menu of potential choices rather than an open-ended question, you can define one or more potential Answers to select. Just click the "Add Answer" button to create one new possible answer ... and repeat the process again for the second answer, and again for the third answer, and so on.
The Answer field defines the way your question will be recorded in the database. This field is now required in the creation of a question, because previously if it was left blank it would damage later data collection and reporting.
Answer Label defines the way each individual answer will be described in the public interface to Questionnaire respondents. This field is not required--but is, in most cases, essential. Your answers won't show up on your page if you don't have a label. There are also "short label" and "short answer" options, which are there to make reading lengthy answers in your "responses" tab easier.
Checking the optional Default button (unchecked by default) will cause the answer to be the default, pre-selected answer to its associated question on the end-user Questionnaire form. However, it is not necessary that you designate default answers, and you might often prefer not to do so.
Check the "Required" box (unchecked by default) to make the question required.
Note: if any of the questions you added receive a response (i.e. if a supporter provided answers to the questionnaire) you will be unable to edit the questions until all responses have been deleted. See the following screencap for the error message you would see if you tried to edit them:
Salsa's Questionnaires tool automatically compiles respondents' answers into easy-to-scan sets of visual data. Use the Responses tab to browse and sort response data in your Salsa headquarters. (You can also export the data to use on your local computer.)
Charts provided for each questionnaire response give you a bird's eye view of the data accumulated to date:
You can also see the same data charted for subsets of your respondents belonging to any Salsa Group or Tag by using the sort menus at the top of the screen:
Exporting Response Data
As the name suggests, the Export tab provides a couple of simple options for exporting your Questionnaire results.
You can choose to export either the Responders, which provides supporter data only, or a full set of their Responses. For either option, just select a data export format from the menu, and then click the adjacent Export button.
Under the Follow-Up tab, you'll determine how your page "responds" to someone who completes the Questionnaire in two different ways:
- The next page s/he sees; and,
- what emails (if any) are automatically launched by the signup.
This field allows you to specify the web address to which your registrant will be redirected after completing the page. This could be your website’s homepage, a donation page, a tell-a-friend page, or literally any other page on the web. You could even use Salsa's Website Management tools to design a special landing page that tells the registrant to expect an email from your organization, or provides a welcome package.
Use a full url -- e.g., http://www.salsalabs.com and not www.salsalabs.com
An alternative to a specified redirect path, checking Show Results will instead redirect Questionnaire respondents to an automatic Salsa page confirming the Questionnaire responses.
Assign Email Autoresponses (Triggers)
"Autorespones" or "Triggers" are email messages launched as a result of someone completing the signup page.
Though Autoresponses are optional, they are highly recommended; almost any page will benefit from having at least a simple confirmation email sent to your supporter. Additional Autoresponses (there is no limit to the number of Autoresponses a page can launch) can also be used to email an alert to someone in your own organization, so you'll know immediately whenever someone completes the Questionnaire.
Use this section to build and configure your page's associated Autorespones. You can configure any number of Autoresponses, in any combination of new and existing Autoresponses, on each different page.
- Add a new response creates a brand-new Autoresponse on the fly:
- Click "Add a new response".
- The new, not-yet-customized response appears in a shaded bar:
- Click the response itself to edit the response message settings and content:
- Set as a Reply Email (delivered immediately to the person who completed the Questionnaire), an Individual Email (delivered immediately to a designated third party), or a Timed Trigger (delivered after a set delay to the person who completed the Questionnaire).
- Enter a name and email address who should appear on the "From" line of the email when the recipient reads it, as well as the content of the message itself.
- Add an existing response selects an Autoresponse you have already configured:
- Click "Add an existing response".
- Search among all Autoresponses in your Salsa account:
- Click "Select" to associate your chosen Autoresponse with this page. (Note: the Autoresponse will still remain in use for any other pages for which it has been selected.)
- The selected response appears in a shaded bar.
- If desired, edit the Autoresponse content just as you would a new response (above). (Note: editing the Autoresponse content changes its content for every other page that uses the response. When in doubt, create a new response instead.)
Note that Questionnaires have special merge fields available if you want your autoresponse email to include a complete set of questionnaire questions and the user's responses.
- [[Questionnaire_Response]] (intended for text email content)
- [[Questionnaire_Response_HTML]] (intended for HTML email content)