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    • Product Update: Survey

    • Modified on: Wed, 13 Nov, 2024 at 12:36 PM
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    Note: This article is for the newly redesigned module. This updated module is in the process of being rolled out and may only be available to some users.


    Overview

    The Survey Module allows Security Officer or Management-level users to create multi-question surveys. Surveys can be created for different resident audiences, including all residents (owners AND renters), just owners, or Board Members only to answer.


    Surveys are a great tool that can be used for many purposes, such as deciding on a date for the next board meeting, collecting feedback on a new security company the building has hired, or collecting RSVPs for events and parties. Management also has the option to notify their audience that a new survey has been created.  


    To answer a survey posted on BuildingLink, residents will have to log in to the site --making the survey tool an easy way to encourage residents to log in to BuildingLink and see what’s there!



    Note: Click on the images to enlarge them.


    Table of Contents

    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 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, enter the survey expiration date (if applicable), and select the survey audience. Click the green 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- please see below for more details 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.

     

    Question Types

    • If you'd like residents to respond to a question by selecting multiple predefined answers, choose the Checkboxes question type.
    • If you'd like residents to be able to type in a response to a survey question, choose the Short answer question type.
    • If you'd like residents to respond by providing a rating to a certain topic, choose the Ask for rating question type.
    • If you'd like residents to respond by selecting a single response from a drop-down list of predefined answers, choose the Dropdown question type. 
    • If you'd like residents to respond by selecting a single response from a list of predefined answers, select the Choose one question type.


    After you've selected a question type, you can enter a survey question in the Question text field. Enter Answer options in the Answer field.  To remove an Answer option, click the Remove button to the right of an Answer field. You can also undo or redo your changes using the Undo and Redo buttons.




    If you'd like to add additional choices to a question, click the Add an answer button, and an additional editable answer option will appear. If you need to reorder your survey questions, click, hold, and drag the three dots on the left of the question box you wish to reorder to the correct location in the question list.



    If you want to create a duplicate copy of a survey, click the Clone button in the upper right. To duplicate a question from your survey, click the blue Duplicate text in the upper right of the question.



    To remove a question from your survey, click the red Delete text in the upper right of a question.


     

    To save the survey draft, click the Save draft button. To delete a survey draft, click the red Delete button. You will be asked to confirm.  Once a survey is deleted, it cannot be recovered.




    Finalizing Your Survey Options

    To change the Survey title, expiration date, and/or survey audience, click the gear icon to the right of the survey title. An Edit Survey Window will open; click the green Save button to save changes. To preview a survey, click the blue Preview button; a preview window will open.  Click the green Close button to close the preview.

     


     




    When you are ready to publish your survey, click the green Publish button and confirm.  Once a survey is published, email notifications can be sent.




    Once a survey is published, click the blue Send email notifications button to send an email notification. You will be asked to confirm.




    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 and a breakdown for every individual respondent. You can also export your responses by clicking the Export to Excel or Export Visualization buttons.

     





    Editing And Expiring a Published Survey


    From the Manage Surveys page, click on the survey you'd like to edit or expire. The sections above provide more information on editing questions and survey options. To expire a published survey, click the red Expire button.


    Note: Once responses are received, questions and response options can no longer be edited.