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?

Global or Department Survey

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 Survey

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 Go to Settings > Questions - list of Questions sets will appear Click Question Set to be used - it will have Draft beside it Click Save As Ready - back to the Question sets table screeb Question Set will now have Ready beside it Go back to Settings > Survey to select the question set 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.

Manage Survey

Test Question Set with User Accounts

Preview and Email

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.

Viewing Question Set Answers

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

Global and Department Survey

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

Create and Edit

In this section you will learn how to create and edit a question set.

Add Content

Find detailed instructions on how to add, edit or delete the different content types (Question, Image and Paragraph) into a question set.

Question Types

Here you will find examples of all the questions types that could be created. Logic could even be added to the surveys.

Attaching to Survey

Steps to attach, preview, test and view questions set results.