Creating and Managing Surveys

Updated: Feb 28

In this example, we are going to create a survey which will ask our services for information which will be shown on our service directory. Our survey will utilise some of the powerful features of this module:

  • It will default information, pulled from ChilliDB records

  • It will send secure links to each service asking them to update their Service Directory records using ChilliDB email templates and messaging

  • It will merge some information back into ChilliDB automatically, and some information will be manually merged.

To create a survey, navigate to the Survey menu and select Create.

Basic Survey Information, Templates, Availability

It is important to categorise all records in ChilliDB, and surveys are no exception. Choose a Categorisation and give the survey a Name and provide a Description. Choose a survey Template - in this case the Standard Template which we created earlier - to apply to this survey. Survey Availability From and Survey Availability To can be set if you wish to limit your survey so it is only available for a certain time period. When doing so, if people try to access the survey outside those dates, they will not be able to.

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