How to Create a Survey

Surveys are a convenient way for you to collect information from participants in your program.

Navigation

Login to the Staff Portal
Move your mouse toward the left-hand navigation bar.
You should see links that show the following options
Home
Chat
Pathways
Directory
Resources
Click on Pathways

Note that on the pathways page there are two tabs, one of which is the Surveys tab



Click the Surveys tab to access the surveys

Survey Manager

The surveys tab will provide a full list of surveys that are currently in use within your organization's instance of RiseKit.

Click the arrow to the right-hand side of the survey which will expand to show each survey question alongside the type of response that will be accepted.



You can click the 3 dots on the right-hand side of the survey to either edit, send a one-off survey to a candidate, or archive the survey

Creating A New Survey

Creating a new survey is incredibly easy with RiseKit, and the best part is that over time it will become even easier.

Click + New Survey in the top right-hand corner.


Clicking + New Survey will open a panel on the right-hand side.



Fill out the Create a New Survey tutorial
Enter the title of the survey
Enter a first survey question in the Survey Question text box.
Use the drop down menu to select the Answer Type (manual text entry, multiple choice-select one, multiple choice-select all that apply, date)
If you select Multiple Choice, you will be prompted to enter all possible answers. Type one answer in the Response text box, then choose +Add. Repeat until all possible responses have been entered.



If the survey answer corresponds with a profile detail you can choose to Forward the answer to the participant profile and it will be automatically filled in when the participant answers the survey.
The Survey Responses must be the exact same as the profile to Forward to the participant profile. For example, a survey question regarding gender must match the profile drop down menu in order to auto-populate.

Example: In the participant profile the gender options available are
Male
Female
Transgender
Non-binary
Other
Prefer Not to Share

In this example, the survey answers of Transgender Female, Transgender Male, Non Binary, and Prefer not to Say would not be able to forward.


Once a survey question, answer type, responses, and forward to (if applicable) are entered, click + to add additional questions. Repeat until all survey questions, answer type, and responses are entered.

If you need to delete a question, click the Trash Can icon in the top right of the survey card



When you have completed your survey, click Save



Your new survey will now be housed in the Surveys tab. You may need to scroll or search to locate your survey, depending on how many surveys already exist.

Using Your New Survey

To learn how to use your survey, check out How to Share a Survey with a Participant

Updated on: 14/02/2023