Survey

Creating a New Survey

(Please Note: To create a Survey, you must have Management or Security Officer level BuildingLink authority)

To create a new Survey, click on the Communicate tab and select Survey. In the top right corner of the screen, click the green Create Survey button.

Next, input a survey title and click the blue Add Questions button to start adding questions to your survey. 

Adding Questions to your Survey

There are 5 types of questions available for use within your survey- see below for more detail on how each question type works. You can easily add questions to your survey by dragging and dropping the question type from the menu on the left into the empty space on the right.

If you'd like residents to respond to a question by selecting multiple predefined answers, choose the Select Multiple question type.

If you'd like residents to be able to type in a response to a survey question, select the Single Input question type.

If you'd like residents to respond by providing a rating to a certain topic, choose Ask for Rating.

If you'd like residents to respond by selecting a single response from a drop-down list of predefined answers, choose the Select from List question type. 

If you'd like residents to respond by selecting a single response from a list of predefined answers, choose the Select One question type.

After you've selected a question type, you can add your questions and answer choices by clicking on the pencil icon to edit the existing text. Clicking on the text fields will also allow you to edit the text.

If you'd like to add additional choices to a question, click on the blue plus sign and an additional editable answer option will appear. 

The icons above each survey perform different actions. 

If you need to reorder your survey questions, click and hold on the horizontal lines icon at the top-left of the question to drag and drop it in a different place.

If you want to save a question for future surveys, click on the first icon in the top-right to add it to your question bank. To add a question you've previously saved to your question bank, click on the Question Bank button and select the question. Note: This question will then be available to other managers in your building when creating surveys.

To remove a question from your survey, click on the delete icon.

If you're adding a question with the same or similar choices as another question in your survey, click on the overlapping square icon to copy a question. A new question will appear below it with the choices already specified.

If you are satisfied with your question and answer choices, select the Next button on the top right of your survey. 

Finalizing Your Survey Options

Select if and when your survey expires, choose your desired audience and determine if you would like to notify the residents of the Survey via email.  On this same page, you will be able to preview your survey, save it as a draft, go back to your questions and/or publish the survey to your audience.

If you did not choose to notify an audience when the survey was published, it will be available when your specified audience logs in to the Resident Portal. A circle with the number of unanswered surveys available will appear so your audience knows there are new surveys awaiting their response. (To learn more about how residents will fill out your survey,see our resident survey questions article.)

Viewing Resident Responses

You can see how your residents have responded to a survey by clicking the View Responses link next to the desired survey. You will see a summary of how your residents collectively responded to each question as well as a breakdown for each individual respondent.

Editing and Expiring a Survey

If you'd like to expire or edit your survey, click edit next to the survey.

Click the Expire Now button to expire your survey or make any necessary edits. Please note, once responses are received, questions and response options can no longer be edited.