Learn how to create a survey in this step-by-step guide. This help guide will cover how to create a survey and navigate through the survey builder.
Recommended Reading Before You Start
Content
Adding Suggested Giving Amounts to a Survey
Setting the Survey Acknowledgement Email & Web Template
Viewing & Exporting Survey Results
Instructions
Surveys Overview
Surveys allow you to collect different types of data that you would not be able to collect on the standard forms. Standard forms are generated for common occurrences, such as a Standard Donation Form and Email Subscription Form. Although these forms can be customized, they do not offer the flexibility a survey would, as a standard form cannot change the general framework of the form. For example, donation forms must always collect donation transaction data.
Surveys can be used for customized donation and membership forms as well as surveys, such as a client satisfaction survey.
Creating a Survey
1. Navigate to Forms & Pages and select Surveys
2. Select New Survey.
3. Complete fields. When finished, select Next.
|
Field Name |
Description |
|
|
A. |
Survey Name |
The internal name of your form; this will not be seen by your constituents. |
|
B. |
Survey Description |
The internal description of this form. |
|
C. |
Support Payment |
This option allows you to collect Donation, Membership transactions, or no payment support via this survey. If you create a custom membership registration or donation form, Neon will use your standard Credit Card form to collect payment - this is the same payment page used for all your standard Neon forms and it can be configured using the web form customization utility. Note: This setting cannot be modified after you create your form. Once an option is selected, the Support Payment field is locked to prevent data issues that can arise from changing this setting. If you need to change this selection after creating the form, you will have to create a new survey. If you've already created your form page but need to change the Support Payment setting, then you can use the Copy Page function to copy an existing page over to a new form. |
|
D. |
Create Account |
This option determines if the system will create individual accounts for each person who completes this survey. Select Yes to have the system automatically create a new individual account for each person that submits this form. Select No, to allow the form to collect the information but will not create an account for each entry. Note: Surveys can be completed by either individuals or companies when logged in to their accounts, but Public Access surveys will only create individual accounts. They cannot be used to create new Company accounts. Also, if a logged-in constituent fills out a survey that is set up to create an account, Neon will NOT create a duplicate account for them. The survey submission will be recorded under their existing Neon account. Tip: To prompt as many constituents as possible to log in to existing accounts, you can enable the Login Prompt for surveys. |
|
E. |
Set to Default Donation Page |
This setting will make the Survey the default donation page which constituents will see under the "My Donation" area of the Constituent Login Portal. This option will only be available if you choose Donation Free Input or Define Donation Level for the Support Payment option. |
|
F. |
Valid Until |
The form will be available through this date. For example, if you set the Valid Until date to 12/31/2022, the form will expire at midnight Central Time on 01/01/2022. If someone tries to access the form after this date, they will receive a notice that the page has expired: "Sorry! The form you are trying to access is not available." |
|
G. |
Availability |
This determines who will be able to view and complete the survey. A full explanation of these options is available in the Constituent Restricted Surveys guide. |
|
H. |
Exit Page |
This is what constituents will see when they complete your form. If the survey is collecting payment (Donations or Memberships), this page will not apply. NeonCRM will instead use the default exit page for donation and membership transactions, which thanks the constituent for their donation or membership registration. Enter an external URL will allow you to redirect the constituent to a URL of your choice upon completion of the form/survey. |
|
I. |
Bcc Email |
Copy a staff user on the Form Acknowledgement Email when it is sent to the constituent. You must enable the form acknowledgement email. This will BCC the email addresses in this box with the Form Acknowledgement Email. More information on the Survey Acknowledgement Email is available here. When you have completed the basic settings for your survey, click Next to begin creating your survey. |
4. Select New Page to create a new survey page or Copy Page to use a page you’ve already created from another survey.
Note: If you use the Copy Page function, some custom fields specific to the original form type may not be copied. For example, if you copy a page from a custom donation form to use in a custom membership form, any custom donation fields will not be copied over.
Creating a New Page
1. Follow the steps from above and select New Page.
2. This will bring you to the Survey Builder page.
Note: In this example, you see there are already two fields on our page, First Name and Last Name. When a new page is created, these fields will NOT automatically appear. The pre-loaded items that will appear on your page will be:
a. Survey Header
b. Submit Button
|
Field Name |
Description |
|
|
A. |
Properties |
This box will allow you to modify the fields that you are including on your survey. You can modify the field label, add tokens, make the field required, or modify the size. To access this information you must first drag and drop the field into the form builder under “Your Survey Header” and above the “submit” button. |
|
B. |
Save |
This function will save your survey. |
|
C. |
Preview |
This function will allow you to preview your survey. |
|
D. |
New |
This will add a new page to the survey. |
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E. |
Delete |
This will delete the current page. |
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F. |
Home |
This will take you to the Custom Form Home page. |
|
G. |
Form Builder |
This section is where you will be able to add, delete, and modify your page. Drag and drop the fields from the Neon Fields or Toolbox to add or re-order content. You can modify the Survey Header or titles of the fields by double-clicking on the text. |
|
H. |
Neon Fields |
Neon Fields link directly to NeonCRM fields, both Standard Fields (e.g. City, First Name, and Last Name) and Account Custom Fields, if you have any. Data entered into these fields will feed directly into NeonCRM accounts. Note: If you make changes to any custom fields, standard field values, campaigns or membership terms, these changes will NOT be reflected on surveys. You will need to unpublish and remove those fields then re-add them. When you do this, you will notice that this field is no longer available under the Statistics Report section of the survey configuration page. The data was not lost, it just won't be shown under the survey stats. You can also create a new survey and use the Copy Page function to copy an existing page over to a new form. If your form is set up to create accounts, make sure to add the "First Name" and "Last Name" fields to your form page and set them as required. |
|
I. |
Toolbox |
Toolbox Fields are fields that you create solely for this form. These fields are not created as fields elsewhere in the Neon CRM system. The only way to view responses to these fields is to view survey results. |
3. To add Neon Fields or Toolbox features, drag and drop the information into the page builder.
4. To modify the text in your fields, double-click on the text. This will also allow you to delete this field by selecting the red X.
5. In the properties section you can change many features about the field including: the label, adding a token name, making the field required, and/or changing the size.
If you attempt to give the token a name that is already in use, you will receive an error message and be asked to choose a different name.
Note: The acknowledgment email that you can build for your surveys can include tokens for any fields in the form, including custom fields. The Token Name property allows you to name the available tokens for this email.
6. Select Preview to see what your Survey will look like. This will open a new tab.
7. When finished, select Save and and Home to return to the Survey/Form page.
Adding Suggested Giving Amounts to a Survey
If you selected Suggested Donation Amounts when building a custom donation form, you’ll have an added step when creating your form. If you did not select this option, you may skip this step.
1. In the Neon Fields section when creating a page, select Suggested Donation Amounts by dragging and dropping it onto your form.
2. Change the amounts by highlighting the Suggested Donation Amounts field and selecting the Options section under Properties.
3. Once you have completed your donation level setup, click the icon with the white paper and green checkmark to save.
4. Select Save at the top of the page to save your survey. Select Home to return to the Survey/Form page.
Publishing a Survey
1. Once you are ready to share your survey and allow constituents to begin taking it, you need to publish it. To accomplish this, select [Publish] in the upper-right corner of the Survey page.
2. The system will generate a link for your form. Select Check to view your form. This is the link that you can share with your constituents and link to your website. You can use the Code Snippet to embed the form on your own web page.
Setting the Survey Acknowledgement Email & Web Template
1. You can set your own acknowledgement email for your survey by going to the Survey detail page.
2. You can use a theme for this survey if you've created one. To change the theme, the form must be unpublished.
3. Select System Default to see a list of your available alternate web templates and select the one you want to use for this survey. When finished, select Save.
Editing a Survey
1. To make changes to your survey navigate to Forms & Pages and select Surveys. Select the survey you want to edit.
Note: If you remove any standard fields or account custom fields from a survey page, you will notice that this field is no longer available under the Statistics Report section of the survey configuration page. The data was not lost, it just won't be shown under the survey stats. If you remove any survey fields (aka Toolbox Fields), any data collected in that field will be lost upon removing it from your form.
2. You must unpublish a form in order to make changes. To do this, select Un-Publish in the upper-right corner.
3. Select OK to confirm that you want to unpublish the form.
4. Once the form is unpublished, you will be able to edit your form by selecting on the page icon.
5. When you have completed your edits, re-publish your page. The link address will be the same as it was before you un-published the page to make changes. You will not need to send out a new link to your constituents.
Viewing & Exporting Survey Results
1. You can view and export all your survey entries from the Statistics Report section of the survey detail page.
|
Option |
Description |
|
|
A. |
Detailed Segment |
Specify the search of survey information. |
|
B. |
All Entries |
This will display a list of all submissions. |
|
C. |
Excel |
You can export all entries by selecting this option. |
|
D. |
CSV |
You can export all entries by selecting this option. |
2. You can also see the entry on the responder's Account Detail page in the Survey Responses section. This will only populate for forms that create accounts or when an existing constituent fills out the form while logged in.
Type the constituent’s name in the search bar when in the system. On the account, select Survey Responses.
Select the name of a form in the response history to see the full entry.
