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Survey Workflow Manager

With the Survey Workflow Manager, you can easily create custom surveys, send them to your users, and view responses in real time — all from one central place.

Step 1: Access the Survey Workflow Manager

To get started, log into the administration site. 
Click on the Survey tab from the main menu, then select Survey Workflow Manager. 
From here, you can begin creating and managing surveys to send out to your end users.

Step 2. Create a new survey

Next, click Create New Survey.

• In the Name field, we recommend using the same name as the survey you previously created.
• Under Survey Name, select the survey you've already built from the dropdown list.
• Make sure to check the box Associate responses with specific mentoring relationships — this ensures that the responses are linked to the appropriate users.

Important: The field Survey URL for in-portal use is the key link you’ll need. 
Use this URL if you're adding the survey to a new content page or if you plan to send the link directly to users via email. This link will take users straight to the survey inside the platform.

Step 3: View Survey Responses

Once your survey is created and shared — whether through a content page or via email — you’ll be able to view the responses in the Reports section.

Just go to the Survey tab and click on Reports to see real-time results and gain valuable insights from your users' feedback.