In This Article:

    Simple Survey tool

    In This Article:

      Simple Survey Step 1: Content

       


      The simple survey extends a basic signup page with the ability to incorporate survey tools. Its first tab, Content, configures the basic appearance of the page. ( Image 1)


      You'll also notice, in this tab (and throughout the workflow) a box in the corner of the screen (Image 2), which enables you to:



        • View the page as it currently appears to visitors;

        • Change the design template branding your page (see Image 3).


      Reference Name


      Throughout Salsa, Reference Name fields provide an internal reference for you to identify the page; it is not shown on the user-facing pages.


      Title


      The public name of the survey will appear as a banner headline atop the page (in h2 HTML style).


      Header


      Inspire the page's visitor to take the survey, or give any directions that might be needed. This field appears on the signup page after the Title, and can be HTML-styled using the WYSIWYG editor, including images, links, and video embeds.


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      Simple Survey Step 2: Supporter Info

       


      The Supporter Info tab lets you determine what core supporter information you'll be collecting when someone signs up on the page. (Distinct from the survey questions you'll set up in step 6.


      Requested Info


      You can request or require as much or as little data as you like. Salsa's default will be to request first name and last name, and require email and zip. ( Image 1)


      Add more fields, including custom fields, by clicking the button with the plus symbol and selecting the new field from the drop-down menu.


      Make any field requested field into a required field by clicking the "required" check box next to it.


      Remove fields by clicking the button with the minus symbol.


      By default, fields will appear in Salsa's predefined sequence of precedence regardless of the order those fields appear in your headquarters page setup. However, you may choose to order the fields to your own preference. To order the fields:



        1. Click the "Use Field Order Shown Below" box, and save.

        1. 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.

        1. When the fields are ordered to your liking, click "save".


      Groups


      In addition to collecting supporter data, you can optionally have people who take the survey sorted into different Groups, or subsets of your list.


      If you don't want the survey to group supporters, just skip this section.


      If you do want survey-takers grouped, set it up here with two easy steps.



        1. First, choose either "Allow supporter to opt-in during signup process" or "Automatically add supporter to group(s)" ( Image 2

            • If supporters are allowed to opt-in, all selected groups appear on the signup page as checkboxes which supporters will be able to self-select. This is a handy way to use the signup page for populating multiple regular email lists.

            • If supporters are automatically added to groups, groups are not visible on the public-facing page, but supporters will automatically be added to them upon signing up. You might use this if the survey exists to register people for one specific list, or if you want all people who take the survey to be placed into a permanent segment for tracking.



        1. Second, click the magnifying glass icon to pick one of your existing Salsa groups for the page. To involve multiple groups, click "Add a group" and repeat the process. (See images 3a-3b) Click "Remove" to disassociate any group from the survey page. There is neither a minimum nor maximum number of groups that may be associated with any given page.


       


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      Simple Survey Step 3: Other Text

       


      The Other Text tab allows you to insert some additional text at various places throughout the survey page.


      None of these fields are necessary for the page to function, and there's nothing wrong with leaving them blank. What they offer is the ability to fine-tune the appearance and presentation of your page.


      These boxes also allow HTML, and since all save the last box ("Content after the submit button") occur within the form itself, they can also enable you to insert code that customizes the behavior of the form -- for example, have it also create an event registration, or implement a script. (In general, we do not directly support such customizations; you'll need to rely on your own coding knowledge.)

      Image 1:


       



      Simple Survey Step 4: Follow-Up

       


      Under the Follow-Up tab, you'll determine how your page "responds" to someone who takes the survey in two different ways:



        • The next page s/he sees; and,

        • what emails (if any) are automatically launched by the survey's completion.


      Redirect Path


      This field allows you to specify the web address to which your registrant will be redirected after completing the survey. 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 with a specific thank-you message for the survey.


      Use a full url -- e.g., http://www.salsacommons.org and not www.salsacommons.org


      Assign Email Autoresponses (Triggers)


      "Autorespones" or "Triggers" are email messages launched as a result of someone completing the survey.


      Though Autoresponses are optional, they are highly recommended; someone taking time to complete a survey to help you deserves an acknowledgment. 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 takes the survey.


      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.



        1. Add a new response creates a brand-new Autoresponse on the fly. ( Image 1

            • 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 signed up), an Individual Email (delivered immediately to a designated third party), or a Timed Trigger (delivered after a set delay to the person who signed up).

            • 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.



        1. Add an existing response selects an Autoresponse you have already configured. ( Image 2

            • 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.)




      Image 1a: Select "Add a new response" ... 



      Image 1b: ... the new autoresponse appears in a shaded bar 



      Image 1c: Proceed to edit the autoresponse configuration 



      Image 2a: Select "Add an existing response" ... 



      Image 2b: Search for and select an auto-response 


      Simple Survey Step 5: Options

       


      The Options tab presents a variety of features to extend your survey's functionality. Whether and how to use these options may depend greatly on the specific operation the page is intended to support.


      Tags


      Tags, like the Groups you can configure in Step 2: Supporter Info, enable you to segment your list.


      You may select as many tags as you like from the menu here. (Hold down the ctrl or Apple button to select multiple tags, or to de-select individual tags.) Any tags selected will be applied to any supporter who takes the survey, facilitating easy retrieval and targeting later. These tags are not visible to your supporters.


      For volunteers, request availability


      If checked, this box causes a set of volunteer availability fields to be requested on the survey page.


      Do not add without confirmation


      "Do not add without confirmation" will require a double-opt in by any new supporter to actually join your list: after signing up by filling out the survey, s/he will have to confirm by clicking a link in an email message. If you click this box, you must set up the email confirmation messages as a trigger. Salsa will not do so automatically.


      It is not to be confused with the "Confirmation Box" in Step 3: Other Text, with which "Do not add without confirmation" may be (but need not be) used jointly.


      Maximum field width


      Maximum field width enables you to control the span of input fields. You may want to use it if you have a narrow template.

      Simple Survey Step 6: Survey Questions

       


      The survey questions tab enables you to customize your form with one or more additional survey questions. These survey questions are simple yes/no questions that the supporter answers by checking a box ( Image 1), thereby tagging his or her record.


      Intro Text


      This field appears after the main set of supporter fields you have configured in previous steps, to introduce the survey questions. It can be HTML-styled using the WYSIWYG editor, including images, links, and video embeds.


      Questions


      Configure one or more "questions" as shown in Image 2. Each question consists of:



        • A tag associated with the question. When the respondent checks the box next to the survey question, s/he receives this tag.

        • A description generally consisting of a true/false question, a statement of fact the user may agree or disagree with, or any binary yes/no possibility. (Your intro text may help present the question, allowing each box to represent one of several possible answers.)


      Click "add a new question" at the bottom of the page to create a new tag available on this survey page. (See image 3)


      Then, use the picklist to select one of your available tags, and enter a description for it. (Only tags with the prefix issue are available for selection.)


      Repeat as many times as desired, using the "Add a question" link to add new checkbox questions.


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      Comments

      1 comment
      • I don't understand where the survey tab is on the event page that I am making.

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