Surveys

Gather feedback from your community with customizable surveys, managed from the Content section.

Overview

Surveys allow you to:

• Collect feedback after events
• Gauge community opinions
• Gather information for planning
• Run polls on church decisions

Creating a Survey

Step 1: Add Survey

Navigate to Content > Surveys and click Add Survey.

Field	Description	Required
Title	Survey name shown to members	Yes
Description	Introduction or instructions	No
Is Active	Whether members can see it	Yes
Is Anonymous	Hide respondent identity	No
Allow Multiple Responses	Let members respond more than once	No
Close Date	When survey stops accepting responses	No

Step 2: Add Questions

After saving the survey, add questions:

1. Click Add Question
2. Choose a question type
3. Configure the question

Question Types

Type	Description	Use Case
Text	Short text input	Names, brief answers
Long Text	Multi-line text area	Detailed feedback, comments
Number	Numeric input	Ratings, quantities
Date	Date picker	Availability, preferred dates
Phone	Phone number	Contact information
Yes/No	Boolean checkbox	Simple yes/no questions
Single Choice	Radio buttons	Pick one option
Multiple Choice	Checkboxes	Pick multiple options

Configuring Questions

For each question, you can set:

Option	Description
Question Text	The question itself
Required	Must be answered to submit
Help Text	Additional instructions
Order	Position in the survey

For Number questions:

• Minimum Value - Lowest allowed number
• Maximum Value - Highest allowed number

For Choice questions:

• Options - List of choices (one per line)

Step 3: Publish the Survey

Surveys must be published before members can respond:

1. Edit the survey
2. Click Publish
3. Once published, questions cannot be modified

Survey Statuses

Surveys have different statuses that determine their visibility and behavior:

Status	Description
Draft	Survey is being created, not visible to members
Published	Survey is active and accepting responses
Closed	Survey is no longer accepting responses but remains visible

You can filter surveys by status in the Surveys list to quickly find draft, published, or closed surveys.

Managing Responses

Viewing Responses

To view survey responses, click on a survey in the Surveys list, then click View Responses.

You can filter by:

• Survey
• Date range
• Respondent (if not anonymous)

Response Details

Click a response to see:

• All answers
• Submission timestamp
• Respondent info (if not anonymous)

Exporting Responses

Export survey data to Excel:

1. Go to Surveys
2. Select the survey
3. Click Export Responses

The export includes:

• Formatted headers with question text
• All responses in rows
• Response timestamps
• Respondent information (if not anonymous)

Survey Settings

Anonymous Surveys

When Is Anonymous is checked:

• Respondent identity is not recorded
• You cannot see who submitted which response
• Encourages honest feedback on sensitive topics

Use cases: Staff feedback, sensitive opinion polls, honest event reviews

Multiple Responses

When Allow Multiple Responses is checked:

• Members can submit multiple times
• Useful for ongoing feedback collection

Use cases: Weekly prayer requests, recurring event feedback, open suggestion boxes

Close Date

Set a Close Date to automatically stop accepting responses:

• Survey remains visible but cannot be submitted
• Good for time-sensitive polls
• Responses already submitted are preserved

Survey Best Practices

Design

1. Keep it Short - Aim for 5-10 questions maximum
2. Use Clear Language - Avoid jargon and ambiguity
3. Mix Question Types - Combine ratings with open-ended questions
4. Order Logically - Start easy, end with open feedback

Timing

1. Send Soon After Events - Feedback is best when fresh
2. Avoid Survey Fatigue - Don't send too many surveys
3. Set Reasonable Deadlines - Give members time to respond

Response Rates

To improve response rates:

1. Keep surveys brief
2. Explain why feedback matters
3. Share how previous feedback was used
4. Send reminder announcements

Example Surveys

Post-Event Feedback

Title: Sunday Service Feedback
Questions:
1. How would you rate today's service? (Number 1-5)
2. What did you enjoy most? (Long Text)
3. Any suggestions for improvement? (Long Text)
4. Would you invite a friend? (Yes/No)

Interest Poll

Title: Small Group Interest
Questions:
1. Are you interested in joining a small group? (Yes/No)
2. Preferred meeting day (Single Choice: Mon-Sun)
3. Preferred time (Single Choice: Morning/Afternoon/Evening)
4. Topics you're interested in (Multiple Choice)

Event Planning

Title: Church Picnic Planning
Questions:
1. Can you attend on July 15th? (Yes/No)
2. How many in your party? (Number, 1-10)
3. Any dietary restrictions? (Text)
4. Can you help with setup? (Yes/No)

Troubleshooting

Survey not visible to members

1. Check Is Active is enabled in the Surveys page
2. Verify survey is published
3. Check the close date hasn't passed
4. Confirm surveys are enabled for your subscription plan

Cannot edit questions

Published surveys lock questions to preserve data integrity. Create a new survey if changes are needed.

Missing responses

1. Check if survey is anonymous (responses won't show respondent)
2. Verify the response was submitted (not just started)
3. Export to Excel to see all data