What is the Survey Step and how to include one in your Form
Survey Step Overview
ClearForms Survey Steps are designed to gather community feedback or other data from multiple people as part of an approval or permit Form.
The Survey step is designed to allow for the inclusion of feedback or information from a group of people who are not the applicant, the form administrators, or the reviewers.
Inviting Participants
The Applicant will be asked to provide all e-mail addresses of the desired survey participants. Identified Surveys provide the ability to view and edit individual responses and track whether each has responded.
When the Applicant does not know the e-mail addresses of the participants and would receive a link to distribute.
The applicant gets one link and can distribute it however they like (through email, social media, or offline means) to gather survey responses, There's no limit on the number of survey responses for either type of survey.
Note: Identified Surveys also allow the Applicant to send reminders to those who still need to complete the survey.
Configure a Survey Step
Adding Instructions
Include Survey instructions to provide guidance on distributing the survey. Edit the default invite message to customize the message that invites Users to complete the survey.
Case Study Example
This example is a Block Party Permit Form with an Identified Survey Step.
- A community uses a ClearForms Form as their primary permit submission for local block parties.
- The Block Party permit submission requires approval from neighbors and other members of the community.
- An Applicant is applying for a Block Party Permit using a ClearForms Form.
- The Applicant provides a list of neighbors' e-mail addresses in the Survey Step. (Identified Survey)
- The neighbors receive the E-mail and then complete their Survey through ClearForms.
- The Applicant can check on neighbors’ survey completions and send reminders as needed.
- Once the survey is completed - the submission moves to the final step and the block party is approved!
Editing Survey Responses
Form Admin can access individual survey responses to make necessary edits
In the Survey Step, navigate to the list of individual Responses. As an admin on the form, you are able to edit the data that's been submitted and then save your changes by selecting the green "Update Responses" bar at the bottom of the screen.
Note: Edits must be made individually for each submitted survey.
The following screenshots are from a survey configured as an "identified" survey, where the email addresses of the submitters are monitored.
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