Customize a survey template

Platform: ResiConnect · For: Executive Director, Regional leader

Owners, Regional Directors and Executive Directors can change survey questions. Other staff can preview and send.

Customize a preloaded survey

1. Open Surveys, then the Templates tab.
2. Select Preview to read a survey.
3. Select Customize. You are editing your own copy. The preloaded survey stays as it is.
4. Change the Name, Description and questions.
5. Select Save survey.

Build a new one

1. Select New survey, or New template at the top of the page.
2. Enter a Name and choose a Kind.
3. Choose Who can use it. Only an Owner or Regional Director can share with all communities.
4. Under Add a question, pick a type, such as Rating (5 labelled answers), Yes / No, Written answer or Multiple choice. Or select Add from question library.
5. Open a question to edit it and set a Follow-up alert.
6. Use the Preview tab to see what residents see.
7. Select Save survey.

Good to know

• A survey can have one NPS question. It works best near the end.
• Questions marked CoreQ need their exact wording. Changing them means the survey no longer counts as CoreQ. The editor warns you.
• Changes apply from the next round. Rounds already sent keep their questions.
• Archive stops offering a survey. Past results stay.

If something goes wrong

If a survey can't be deleted, it was already sent. Archive it instead. If a recurring survey uses it, choose another template there first. Choose Help & support at the bottom of the menu, or email support@resionboarding.com.