Surveys are a great way to measure reader interest on certain subjects and a fun way to make your newsletters more interactive. Once setup, Surveys can be linked to the side and top menu of your newsletter, placed directly into your newsletter content, added to your website, and even sent out via a Newsflash or the SZapp.

1. Log in to your Control Centre and select the Content menu tab.
2. Once expanded, select Surveys.
3. Select the + New Survey button.

Details

1. Fill in your Survey Name and Survey Page Heading.
2. Fill in the Description field with any instructions or other information.
   Note: You are also able to populate other media items, hyperlinks, and pictures within this section.
3. Click Save & Continue.

Builder

1. From the Builder page, you can start to build your Survey. Click the fields on the right to add them.
   If you require any Custom Fields such as Dietary Requirements or Allergies, you will need to create these from the Questions section.
2. It is recommended you include a First Name, Last Name, and Email Field within most Surveys as this will provide you with enough contact details in the event you need to follow up the reply.
3. Once added, your fields can be rearranged by using the click and drag arrow button.
4. If your Survey has a large amount of content, you can create multiple pages by clicking the Add Page button to separate fields into sections.
5. Click Save & Continue.

Contact Fields

Lists standard contact details that can be included in a web form. We recommended you include a First Name, Last Name, and Email Field within most web forms as this will provide you with enough contact details in the event you need to follow up the reply.

Note: A contact email field is required when using any field from the Contact Fields tab. If you do not have the Contact Fields tab displaying, you will need to select this from the Details tab in step 1. 

Input Fields

Allows you to add custom fields to your web form.

Text – Insert a basic text field

Textarea – Insert  a field with multiple lines of text

Email – Insert an email address

Telephone - Insert a telephone number

Number - Insert a number

Monetary Value - Insert a number

Single Select – Select a single option from a dropdown list of answers

Multi Select - Select multiple options from a dropdown list of answers

Radio Button - Select a single option from a list of answers

Checkbox - Select multiple options from a list of answers

Date Time - Select the date and time using a calendar and clock dropdown

Date - Select a date from a calendar dropdown

Time - Select the time from a clock dropdown

Matrix – Answer multiple questions using the same responses

File – Upload a file with the web form

General

Allows you to add headings, text and custom fields to your web form.

Heading – Add a heading to your web form

Message – Insert text into the web form. Note: This cannot be formatted

Recaptcha – Inserts a verification module into the web form. Note: These are used to help prevent spam responses

Content – Insert formatted text into the web form. Can also include media such as images, videos and links

Picture - Insert an image into the web form

Digital Signature – Allows responders to digitally sign the web form

Custom User Fields

Allows you to add custom user fields to your web form, if they have previously been set up in your account.

Settings

1. From the Settings page, you can choose to specify a maximum completion limit for your Survey, which controls whether your contacts will be able to complete the Survey more than once.
   Note: You may leave these fields blank if they are not relevant.
2. If applicable, set the Commencement and Expiration date and time.
3. You do not need to update the Workflow Email Settings fields as they are auto populated with a subject line for the email, as well as your default email address. If you require others to receive a notification each time the form is submitted, then simply separate each additional email with a comma.
   Note: If you do not wish to receive notification emails, you can untick the send workflow emails box. You can view the results of your Survey at any time by selecting the view details button from the list of Surveys, and selecting Survey Records.
4. Click Save & Continue.

Confirmations

You have the option of displaying a custom thank you message by typing it in the editor, or redirecting the contact to a webpage of your choice when they click the submit button.

Autoresponder

Once a Survey has been completed, you can elect to have their submission details emailed back to them. Set your preferences here. If you do not wish for an autoresponder email to be sent, you can untick the send contact a notification email box.

Preview

When you are happy with your Survey, click Finish.

Making Your Survey Public

Now that your Survey has been created, you’ll need to make it public. There are a few different ways you can do this.

First, select the Embed Survey button to see what your options are.

If you’d like the Survey to be embedded on your website, you can use the code in the first box. If you’d like the Survey to be embedded in your newsletter, you can use the text in the second box. Finally, you can include the link to your Survey in a Newsflash, on your website, within the content of your newsletter, as an app tile, or in the Side Panel of your newsletter.

If you’d like assistance with sharing your Survey with the community, contact the Support Team.

Polls are a great way to measure reader interest on certain subjects and a fun way to make your newsletters more interactive. Once setup, Polls can be embedded into the Side Panel of your newsletter, placed directly into your newsletter content, added to your website, and even sent out via a Newsflash or the SZapp.

1. Log in to your Control Centre and select the Content menu tab.
2. Once expanded, select Polls.
3. Select the New Poll button.
4. Fill in your Poll Question.
5. Select a Start date and Expiry date for your Poll. You can also select a Start time and Expiry time if needed.
   Note: These fields can be left blank if they are not required. When a Poll has expired it will still display for users but will be listed as closed.
6. Type an answer to the Poll in the Options text box, then select Add Option. Continue this process until you have entered all of your answer options.
   Note: If you would like users to add in their own answer to the Poll, tick the Allow user options box. If you would like user options to become an option in the poll, tick the Append users options box.
7. If you want users to be able to pick more than one answer, change the number in the Allow multiple selections drop down.
   Note: The default option is 1.
8. By default, users will only be able to vote once. To allow users to vote more than once, change the setting in the Allow repeat voting drop down to Yes.
9. You have the option of allowing users to see the Polls results once an answer has been submitted by changing the setting in the Show results drop down.
10. If required, add a description or an image to the Poll under the Poll Content section.
11. Once saved, you will be able to embed or send out your Poll.

Making Your Poll Public

Now that your Poll has been created, you’ll need to make it public. There are a few different ways you can do this.

First, select the Embed Poll button to see what your options are.

If you’d like the Poll to be embedded on your website, you can use the code in the first box. If you’d like the Poll to be embedded in your newsletter or in a Content Holder, you can use the text in the second box. Finally, you can include the link to your Poll in a Newsflash, on your website, within the content of your newsletter, as an App Tile, or in the Side Panel of your newsletter.

If you’d like assistance with sharing your Poll with the community, contact the Support Team.

Results

You can view the results of your Poll at any time by selecting the View Poll button from the list of Polls, and viewing the statistics on the right-hand side of the page.

Deleting a Poll

1. Log in to your Control Centre and select the Content tab.
2. Once expanded, select Polls.
3. Choose the Poll you wish to delete from the list by selecting the View Poll icon next to the poll question.
4. Select the Delete Poll button, and confirm that you would like to delete the Poll in the pop up prompt window.

Surveys and Polls are a great way to measure reader interest on certain subjects and a fun way to make your newsletters more interactive. Once setup, Surveys and Polls can be linked to the side and top menu of your newsletter, placed directly into your newsletter content, added to your website, and even sent out via a Newsflash or the SZapp.

Available below is a list of commonly asked questions and their associated answers.

If you can't find what you're looking for, please Contact Support.

What's the difference between a Survey and Web Form?

A Survey is a series of questions used to gather information, generally on services and products. A Web Form could be a series of questions, accompanied with fields to gather personal information such as email addresses and phone numbers.

You will also notice that the questions within a Schoolzine Survey are numbered, whereas Web Forms are not.

What's the difference between a Survey and a Poll?

A Poll allows for one multiple choice question and is commonly used to gather opinions of a population. Schoolzine Polls are also anonymous meaning you will not be able to view who submitted the answers.

A Survey often includes multiple questions with a wide range of variety for responses. This allows for much more specific data collection. 

What could I use a Poll for?

View Poll suggestions here

What could I use a Survey for?

Surveys can be used for any type of data collection, they are commonly used to gather information for events or about services and products.

Distribution

Once I finish creating a Survey / Poll, will it be public to my community?

Surveys and Polls will not be accessible to the community until they have been distributed.

How can I distribute my Survey / Poll?

Once you have finished creating your Survey / Poll, there will be an Embed option. Click embed and you will see multiple instructions correlating to different methods of distribution.

How do I put a Survey / Poll on my SZapp?

1. Log in to your Control Centre, select the Content menu tab and once expanded, select Survey / Poll.
2. Choose the Survey / Poll you would like to share by selecting the Survey / Poll.
3. Select the Embed option and copy the Direct Link option.
4. Select the Manage SZapp menu tab.
5. Select the Tiles Tab and click New Tile.
6. Populate the Page Title, App Icon and URL Fields. (This is where you will paste the URL to the Survey / Poll)
7. Click Save.
8. The page will then refresh to confirm your changes.

How do I put a Survey / Poll in my Newsletter?

1. Log in to your Control Centre, select the Content menu tab and once expanded, select the Survey / Poll.
2. Choose the Survey / Poll you would like to share by selecting the Survey / Poll.
3. Select the Embed option and copy the ID tag.
4. Paste this tag within your newsletter where you would like the Survey / Poll to display.

Exporting Results

How can I export the results?

Both Surveys and Polls have an Export option that will compile the results in an Excel spreadsheet.

You can view the results of your Poll at any time by selecting the View Poll button from the list of Polls. The statistics appear on the right-hand side of the page as a Donut Chart for easy viewing.

Once your Survey has been completed, the results will be saved in your Dashboard as a record for future. 

Duplicating Surveys

How can I create a copy of a Survey?

To clone a Survey, click on the Clone button amongst the options. This will create a duplicate Survey that you can then edit.

Will records be duplicated over when I clone a Survey?

No, cloning Surveys will create a duplicate Survey that you can edit without carrying over results or records of the original Survey.

How can I include an image within a Poll?

Within the settings of your Poll, there is an option for a Feature Image. Uploading an image through here will populate an image within your poll.

My poll says it's closed and I want to use it again... what can I do?

If your Poll is closed, it is most likely inactive, or it has passed the Expiry Date. Make sure the Status check box is ticked and the Start Date and Expiry Date are correct.

What happens when I change an answer for my Survey or Poll?

Anyone who opens the Survey / Poll after it has been edited, will see the updated version. If users have already completed the Survey / Poll, their records will not be modified.

What happens when I delete a Survey or Poll field?

Anyone who opens the Survey or Poll after a field has been deleted, will see the updated version. If users have already completed the Survey or Poll, their records in the Control Centre will not be modified, however when the records are exported, the deleted field will not appear.