Surveys
Users can now create and send Surveys to their constituents for different purposes. In the Admin section at the bottom, you will see the Survey section to firstly create the survey, then generate the links to send out.
**To send Surveys & Email Campaigns, your email address must be authenticated, please contact support for details**
Upon clicking “Create Survey”, you will be brought to a list of your existing surveys that were created within CivicTrack, as well as a place to create a new survey.
To create a new survey, type in a name and click “Add”
From here, you can choose which type of survey questions you would like to display
Definitions Table
Button Type | Definition |
Radio Button | Allows for one selection for answers |
Checkboxes | Allows for multi-selection for answers |
Dropdown List | Shows a drop down list for answers |
Single Line Text | Allows for a single text box for an answer |
Multi Line Text | Allows for multiple text boxes for an answer |
Linear Scale | Allows for a range (ex 1 to 10) |
Date | Allows for a date picker |
Once you select the type of question you would like, you will be brought to a screen where you can type your question, select if it’s mandatory and put your options for the answers.
Once you submit question, you will see it displayed as part of your survey.
Once you complete your survey, navigate to the “Generate Survey Links” section in the Admin page.
From here, you can select the survey you just put in, as well as an audience *please note that the audience uses your “Groups” within CivicTrack.
From there you can select an email template and style it the way you would like and click “Send”
Template Setup
To setup templates for surveys, navigate to the Email Campaign section at the top of CivicTrack’s main navigation
Click “Create Template”
When creating the template, ensure it’s set to “Survey” in the template type drop down
