Question Set - Attaching to a Survey

Once the question set has been created it has to be attached to an existing survey that has already been set up (Global or Department) or create a new One Off survey in the Surveys section. The survey can be previewed, sent to users for testing and results can be found in the Reports section.

Click Settings in MemberInsight and then Surveys in the second level navigation to attach a question set to a survey.
 

How to attach to different surveys?

After the member answers the NPS question for the relational or department survey, there will be a next button allowing the user to continue with the question set survey that you created and attached to the relational or department survey.
 
1. Click Global or Department Tab
2. Click Relational or Department Survey 
  • Surveys>> Edit window appears with the 4 sections
              1 Recipients
              2 Your Survey
              3 Recipient Comments
              4 Sender Options

3. Scroll down and Click 2 Your Survey
   
4. Scroll down and Click box under Add Question Set
5. Select Question Set to be used from the drop down list
6. Click 3 Recipient Comment section - only if changes need to be made
7. Click 4 Sender Options section - only if changes need to be made
8. Click Save
 
Recipients of this survey going forward will now receive the additional question set after they answer the NPS question.

Note: If the Question Set was not Saved As Ready(and still in Draft status) , the survey will not appear in the Question Set list.

Steps to change status of question set from Draft to Ready

      1. Go to Settings > Questions - list of Questions sets will appear
      2. Click Question Set to be used - it will have Draft beside it
      3. Click Save As Ready - back to the Question sets table screeb
      4. Question Set will now have Ready beside it
      5. Go back to Settings > Survey to select the question set
      6. The Questions Set will now appear in the drop down box
​One Off Surveys will be sent to everyone on the recipient list once.
Whereas the Global and Department surveys are sent only to a percentage or eligible recipients everyday at a designated time.

When adding a question set to a one off survey they could be set up in two ways. 

1. Question set will be asked after the member completes the NPS question " How likely are you to recommend the club?"
2. Question Sets can also be sent without the NPS question.
 
Steps to add the Question Set to a One Off Survey  
1. Click One Off Surveys
2. ​Click Add Survey or click on existing survey
  • Surveys>> Edit window appears with the 4 sections
 
   
3. In the 1 Recipients section - Click CSV Upload tab to upload recipients
  • Reminder everyone on the CSV list will be surveyed

CSV is a comma separated value file that can easily be created from Excel. The spreadsheet only needs to contain firstname, lastname and email address. When the file is saved in Excel, change the Save as type to CSV.


4. Use Drag & Drop or select a file to upload the CSV file with list of recipients
 
5. Scroll down and Click 2 Your Survey section
6. Give the one off survey a name
7. Edit details if needed for:
  • Image
  • Personal message
  • Brand Colour
  • Privacy Policy URL
8. Include NPS question toggle found on the right
  • On - question set will start after the NPS question is completed
  • Off - only question set will be sent - toggle will be red
   
9. Scroll down and Click on box under Add Question Set
10. Select Question Set to be used from the drop down list



 

Note: If the Question Set was not Saved As Ready(and still in Draft status) , the survey will not appear in the Question Set list.

Steps to change status of question set from Draft to Ready
  1. Go to Settings > Questions - list of Questions sets will appear
  2. Click Question Set to be used - it will have Draft beside it
  3. Click Save As Ready - back to the Question sets table screeb
  4. Question Set will now have Ready beside it
  5. Go back to Settings > Survey to select the question set
  6. The Questions Set will now appear in the drop down box
   
11. Email Subject - only appears if the NPS Question is disabled 
  •  type in subject line instead of the default "How likely are you to recommend Club name to friends and family?"
12. Invitation message (Optional)
  • include a message explaining why they are getting this email with the question set.
13. Click 3 Recipient Comment section - usually doesn't have to be modified
  • If NPS question is turned off the Recipients Comments section will have an x instead of the number 3
14. Click 4 Sender Options section
  • Edit from name if needed
  • Edit reply to email address if needed
15. Click Save
16. Click Send Now - when ready to send message
  • Message will be sent immediately to all receipients that were added from the CSV
   
For additional info on creating the survey.

Test Question Set with User Accounts

Now that the Question Set is created, administrators may want to preview and test it before it is sent out.
1. Go to Settings > Surveys
2. Click Preview Survey
3. This will display preview of the email for the One off survey
4. Scroll down the page Availble and Selected section
5. Click user name in Available section and drag over to Selected section
  • repeat to add more user names to Selected section
6. Click Send Preview to selected users

Check inbox or junkbox to find email in a few minutes.
The answers to the Question sets that were sent out with a relational, department survey or one off survey can be found in the Reports section.
1. Click Reports
2. Scroll down to Survey Questions section
3. Click Results



 
   
Survey Question Results page will appear

4. Click Export CSV for the question set to view results
5. Once the export is completed. There should be an icon indicating that the file has 
    downloaded.
6. Click and select option to Open
 

Note if you have a pop up blocker, please allow pop ups and then click Export CSV again

  • The following columns will always be included First name, Last name, Email address, Location, Response Date, Response, Score 
  • Additional columns will be based on the questions that were set up in the Question Set survey
  • The heading column would contain the full question

Remove Question Set

 
At any time the Question Set can be changed or removed from the Global or Department Surveys.
1. Click Global or Department Tab
2. Click Relational or Department Survey 
  • Surveys>> Edit window appears with the 4 sections
              1 Recipients
              2 Your Survey
              3 Recipient Comments
              4 Sender Options

3. Scroll down and Click 2 Your Survey
   
4. Scroll down to Add Question Set
5. Click Remove beside Question Set to be used from the drop down list
6. Are you sure? confirmation box will appear
  • Cancel - to keep the question set
  • Yes, Remove it - the question set will be removed from the survey