How to edit an existing survey on Nexudus.
To edit a survey

-
If the side menu is not visible, click
.
-
In the side menu, click Community.
-
In the Community section, click Surveys.
-
From the list of surveys, click the survey you wish to edit.
-
Change any of the options.
-
Details:
-
Name
-
Description
-
Location
-
-
If this survey is sent automatically you can edit:
-
Frequency
-
Delivery date
-
-
You can add survey questions using any of the following types:
-
Text
-
Boolean
-
Long Text
-
Date
-
Dropdown
-
-
-
You can also edit, copy and delete survey questions.
-
Under more options you can:
-
Send this survey
-
Make a copy of this survey
-
-
Click Save changes.


To send a survey
You can send a survey at any time from Nexudus. The survey will be sent via email to all customers with an active contract, the link they receive remains active until they submit.

-
If the side menu is not visible, click
.
-
In the side menu, click Community.
-
In the Community section, click Surveys.
-
Do one of the following:
-
From the list of surveys, click the survey you wish to edit
-
Click on more options and select send survey
-
-
Right click
and select send survey from the menu.
-
-
Click continue.
Setting the schedule for a survey
You can set up a survey so it automatically sent to all customers with an active contract. You may want to survey your customers once a month to get feedback on service or survey customers once a year to get feedback on ways to improve or grow your community.
To change an existing survey to send automatically
-
If the side menu is not visible, click
.
-
In the side menu, click Community.
-
In the Community section, click Surveys.
-
From the list of surveys, click the survey you wish to edit:
-
Change sent automatically to yes
-
Set the next delivery date and time
-
Set the frequency using either weeks or months.

To add a new survey and send it automatically
-
If the side menu is not visible, click
.
-
In the side menu, click Community.
-
In the Community section, click Surveys.
-
Click Add survey.
-
In the Name textbox, type the name for your survey.
-
In the Description textbox, type a description for your survey.
-
Optional: If you manage more than one space, select the space for which you want to post the article from the Post at drop-down list.
-
Click yes to send this survey automatically
-
Duration: Choose how often to send this survey by weeks or months
-
Choose the first delivery date for this survey.
-
-
Click Save.

Comments
Please sign in to leave a comment.