Survey Builder

With the survey tool, you can create your own surveys, send them to your users, and view results in real time. All in one place.

Step 1: Access the Survey Section
In the administration site, click on the Survey tab from the main menu. Then, select Build Survey to start creating your own custom survey.

Step 2. Create a new survey

Click on New, then select Feedback.
Add a name in the Survey Title field and click Submit to create your survey.

You’ll see different survey types available. The Program Matching Application can only be used once per program and is essential for calculating the match percentage between participants in your mentoring or coaching program.

The Feedback option allows you to create multiple surveys throughout the program, such as:

A Pre-Program Survey to understand participants’ expectations
A Midpoint Survey to gather insights on how relationships are progressing
A Final Survey to evaluate the overall experience and identify areas for improvement

At this stage, we recommend using the Feedback option to create surveys. The Blank option can be discussed further with your Account Manager to determine if it’s the right fit for your needs.

Step 3: Create a Demographic Category

Go to the Demographic Questions section and click New.
Enter a Category Name (e.g., Department, Location, Years of Experience), then click Add (+) to save it.

This will help you organize your survey questions and filter responses later based on participant demographics.

Step 4: Add Demographic Questions

After creating your demographic category, click Save.
Then, reopen the survey you just created.

Go to the Demographic section and start adding your new questions under the category you created. These questions will help you gather valuable background information from your participants.

Step 5: Add Survey Questions

To begin adding questions to your survey, click Add Question and follow these steps:

Choose Question Type – Select the format that best fits your question:
1. Text Box: A short, one-line open response field.
2. Text Area: A larger space for longer, open-ended answers.
3. Radio: Allows users to select one option from a list.
4. Check Boxes: Allows users to select multiple options.
5. Drop Down List: A dropdown menu with options to choose one response.
6. Hybrid: A mix of question types for more flexible response options.
7. AutoFill Goals: Pulls goal-related data already stored in the system.
Enter a Question – For example:
Question 1: What do you hope to gain from this program?

We recommend enabling the following settings to ensure your questions are saved and published correctly:

Order by Answer ID – Helps maintain the order of answer options as intended.
Required Question – Check this box if the question must be answered before submitting the survey.

⚠️ Note: It’s important to finalize the order of your questions and answers before saving. If changes are made later, the survey might not save or display correctly.

Step 6: Add Answer Options

Once you've added a question—especially if you selected a type like Check Boxes, Radio, or Drop Down List—you can now add the possible answer choices.

To do this:

Select the question from your list.
Go to the Answer Bank section and click New.
Enter your answer in the Enter an Answer field.
Optionally, add more details in the Enter Description field.
Click Add to save the answer.

Repeat this process for each answer option.

We recommend including no more than 5 answer choices for multiple-choice questions to keep the survey clear and user-friendly.

Step 7: Review and Save Your Questions

💡 Tip: Make sure to save your work frequently to avoid losing any progress.

Once a question is successfully saved, it should appear on the left side of the screen.
If the question does not appear on the left, it means it was not saved properly.

To fix this:

Remove the question from the right side.
Recreate it and save again until it shows up correctly on the left.

This ensures your survey is built correctly and functions as expected.

Step 8: Double-Check Your Survey with the Print Option

To make sure your questions have been saved properly, another helpful option is to click Print at the top of the page.

This will generate a preview of your survey showing all questions and answers in the same order as they appear on the left side.

🔍 If you notice that a question or its answer choices are not in the correct order, we recommend deleting the question and re-entering it along with its response options.

This helps ensure the survey runs smoothly and collects accurate responses.