Type of Surveys

Gathers department-specific feedback (e.g., dining, golf, fitness) based on member interactions within a particular sales area.

Department surveys can also be set up to send surveys based on member reservations if the club is using Jonas Activity Management (JAM) or Jonas Encore Booking Modules.. For more information see Surveys based on reservations. 

Important Setup Notes for Department Surveys

For Department Surveys to function effectively, it is essential that:

• The sales area is correctly mapped to its corresponding department within Member Insight. For more details refer to on how to set up Jonas to MI and Encore to MI.
• ?The department is enabled on the MemberInsight club website.

How It Works

1. Members complete transactions in departments such as Dining or Golf. 
2. Transactions are processed based on the club’s back-office system:?? (In Jonas: Processing can be configured to occur when a chit is opened, when it is closed, or during the end-of-day update. In Encore: Transactions are processed once per day, typically at 8:30 AM local time.)
3. Once the transaction is processed, its considered eligible to MemberInsight. 
4. All member transactions are imported into MemberInsight once daily, typically in the morning.
5. Transactions are grouped into department-specific buckets.
6. Members remain in these buckets for 1 to 3 days, depending on the settings applied in the 3 Audience Filter within Configure Survey.
7. Each day, a configured percentage—defined in MemberInsight Limits under Limits and Throttling → Advanced Options → Default Segment Sample Percentage—is selected from each bucket to receive the survey.
8. The survey will be delivered to the selected members’ inboxes. 
   • Some members with transactions may not receive a survey due to selection limits and other criteria.

How are Recipients Selected

1. When creating a departmental survey, it is recommended to set the audience filter in Step 3 within Configure Survey five step process, as per the screenshot below. This ensures the survey targets the correct member group based on department activity.
2. Once the filters are configured, a preview shows who is currently in each bucket.
3. On the scheduled survey date, the system uses the configured percentage (defined in MemberInsight Limits under Limits and Throttling → Advanced Options → Default Segment Sample Percentage) to randomly select recipients from the bucket.
4. Only this randomly selected group will receive the survey—not everyone shown in the preview. This ensures fair and controlled survey distribution.

Example Scenario 

A club can use Department Surveys to gather member feedback specifically on the dining experience after each restaurant visit.

Used to gather targeted feedback from specific groups of people. Not linked to system transactions. Distributed manually using a member or guest list.

How It Works

• A CSV file containing the selected recipients is uploaded to the People > List Management section of Member Insight.
• When creating the Custom Survey, the previously uploaded list of people is selected as the target recipients.
• Each individual on the list will receive the survey, unless they have unsubscribed from previous surveys. 

How are Recipients Selected

To select recipients for a custom survey, first create a list and upload it into Member Insight.

1. Navigate to the People tab and prepare a CSV file containing the desired members. For more detailed instructions, see Recipients for Custom Surveys, and refer to the first List management tab. 
2. During Step 3 Audience of the survey creation within Configure Survey , under Configuring the Five Steps (when configuring the audience), select Add Filter. Choose “Person is in segment” as the filter type, then select the previously uploaded list from the dropdown menu. 

This method ensures the survey targets only the members included in the custom list.



 

Example Scenario 
 

After a Member-Guest Tournament, the club prepares a list of all participants. A Custom Survey is created with questions specific to the event and emailed to everyone in the uploaded CSV file.

Ideal for collecting open or anonymous feedback. Accessed via a link instead of being sent directly to recipients.
 

How It Works

1. After creating the static survey, the club can generate a survey URL.
2. This link can be distributed via email, newsletter, QR code, or posted on the club website. Anyone with the link can complete the survey.
3. Respondents can remain anonymous.

How are Recipients Selected

A static survey functions through a direct link, allowing anyone with the link to access the survey.

1. After creating and saving the survey, it will appear in the main static survey list. Before using the survey, it must be enabled. 
2. To enable the survey, use the toggle next to the survey and turn it on (It should be green color) 
3. After enabling the survey, to distribute the survey, open it, by selecting it and navigate to Step 2/3,the Display Options section.
4. From the drop down Select the location by selecting the club's name. The survey link can be copied using the provided buttons.
5. This link can be shared directly, sent via email, or converted into a QR code for easy access by recipients.

Example Scenario 

 

The club wants to get feedback on a recent facilities renovation. A Static Survey is created and shared as a QR code on flyers around the clubhouse. Members and guests scan the code to complete the survey anonymously.