Skip to main content

Surveys: Center Site Managers

Information for Center Site Managers about creating surveys

Brittany Crow avatar
Written by Brittany Crow
Updated over 3 weeks ago

❖ Heads up! This article is only intended for Center Site Managers with the Survey module enabled.

By the end of this article, you will be able to:

  • Create and configure a survey

  • Add question groups and questions

  • Manage, activate, and share your survey

  • View, export, or delete survey results

About Surveys

Surveys let you collect information from your community. Responses are stored in a downloadable spreadsheet and remain available as long as the survey is active.

Creating a Survey

  1. Go to Modules > Surveys.

  2. Click Add New Survey.

  3. Complete the fields in the form.

  4. Click Submit. You'll be taken to a new screen where you can create your first question group.

Field

Description

Survey Title

Appears at the top of the survey and in the browser tab.
​Required

Description
​

Internal-only description for administrative reference.

Begin Survey Message

The message displayed when a participant opens the survey. Use it for instructions or context.

Complete Survey Message

The message displayed when a participant finishes the survey.

Date Start, Date End

Defines the active date range. Once the end date passes, the survey link becomes inactive.
​Required

Allow User to Retake?

Choose Yes to allow multiple submissions.

Allow Guests to Take?

Choose No to limit participation to registered users. Selecting No requires participants to log in.

Adding a Question Group

Question groups divide your survey into pages. For example, three question groups create a three-page survey.

  1. Under Question Groups, click the plus (+) icon.

  2. Complete the Group Title and Group Description fields.

  3. Click Submit.

You’re now ready to add questions to this group.

Adding Questions

  1. Under Questions, click the plus (+) icon.

  2. Enter a Title (used only in exported results).

  3. In the Question field, type your question text.

  4. Use the Help field to add hover-over instructions for respondents.

  5. Select a Question Type.

  6. Click Submit.

ℹ️ Note: Survey questions cannot currently be made mandatory.

Question Types

Choose how you want people to answer your question. Then, pick the format from the Question Type dropdown. Some question types need extra details. For example, if you choose List (dropdown), you’ll need to add the answer options.

The table below explains each question type.

Question Type

Description and Examples​

Small text
​

Short text field (e.g., ZIP code, one-word answers).

Large text

Medium-length response field (e.g., role, title).

Free text
​

Long-form field for detailed answers or reflections.

Gender
​

Options: Male, Female, No Answer.
To customize options, create a List (radio or dropdown) instead.

Yes/No

Options: Yes, No, Prefer not to say.

List (radio)
​

Single selection; options appear as radio buttons.

List (dropdown)
​

Single selection; options appear in a dropdown.

Multiple options
​

Multiple selections; options appear as checkboxes.

Integer
​

Numeric responses only.

Range 1-5
​

Scale rating from 1 to 5.

Range 1-10​

Scale rating from 1 to 10.

Activating a Survey

A survey must be active to be viewed, tested, or taken.

  1. Go to Modules > Surveys.

  2. In the Status column, click Activate.

  3. Click Yes to confirm. The link changes from Activate to Deactivate.

Tip: To edit a survey, deactivate it first. Changes made to an active survey can affect

Editing a Survey

  1. Go to Modules > Surveys.

  2. Click a Survey Title to open it.

  3. Make the necessary changes:

    • To edit the survey title, click the Edit (pencil) icon next to the title.

    • To edit a question group, select the group from the dropdown, then click the Edit (pencil) icon.

    • To edit a question, select its group and question, then click the Edit (pencil) icon.

  4. Click Submit after each change.

Cloning a Survey

  1. Go to Modules > Surveys.

  2. Click the Survey Title.

  3. Click the Clone icon.

  4. Click Yes to confirm.
    The new survey title will appear with “(copy)” in parentheses.

  5. Edit the cloned survey’s title and content as needed.

  6. Click Submit to save changes.

Deleting or Deactivating a Survey

  • Deactivate: Keeps the survey and data on your site but removes public access.

  • Delete: Permanently removes the survey and its data from your site. Deleted surveys can only be restored by the Galaxy Digital development team.

Recommendation: Only delete test surveys you no longer need.

To delete:

  1. Go to Modules > Surveys.

  2. Click the Survey Title.

  3. Click the Delete (X) icon.

  4. Click Yes to confirm.

Exporting Survey Results

  1. Go to Modules > Surveys.

  2. Find the survey you want to export.

  3. Click the Export icon in the survey row.

  4. Open the downloaded .CSV file to view results.

Sharing a Survey

Each active survey has a unique link for distribution.

  1. Go to Modules > Surveys.

  2. In the Link column, click the Link icon.

  3. Copy the link that appears at the bottom of the table.

  4. Share it via social media, email, or your website.

Taking a Survey as a Volunteer

Admins can preview and test surveys before release.

  1. Go to Modules > Surveys.

  2. Ensure the survey is Active.

  3. In the Take column, click the Take icon.

  4. Complete the survey and click Complete Survey.
    The Complete Survey Message displays.

  5. Export results to review how responses appear in the spreadsheet.

Did this answer your question?