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Setting Up and Sending Surveys

Surveys on Boathouse Connect allow you to gather additional information from your users and stakeholders. Then you will have access to all the results in a table on the main survey  page. To make a survey start by going to Tasks → Surveys. Hit the plus button in the top left hand corner of the page. It will bring you to a box where you can enter: 

  • Survey Name 
  • Description of Survey  ( so members know why they are filling out the survey)
  • If you want your submissions to be anonymous or not
  • If you want the results to be public. 
  • Hit Create Survey when you have completed

Then your survey will show up in the Survey table as a draft. To add questions hit the button on the survey. Add a date and time you would like the survey to be sent out and then a time for the survey to close. Do not hit the ready to send button until after the survey questions are filled out. Scroll down the page until you see the add element buttons. Select: 

  • Description Box
  • A Text Input 
  • Dropdown Answer

Once you have completed your survey questions, click on the recipients tab next to elements to add the groups this survey will be sent to. Finally click on the preview tab to ensure your questions are laid out in the way you want them to be. Only when you are finished with everything hit the “ Ready to Send” Button and your survey will be complete.