Knowledge Base Article

Aurora: Create community experience surveys

Admins can enable community experience surveys surveys, which prompt members to provide feedback about their experience in the community. Survey responses and scores can be collected via an export (see View community experience survey results). 

Create a survey

Creating a survey requires several configuration steps, including designing the branding, designing its behavior, selecting its questions, and finally, turning it on for visitors.

To access survey configuration options:

  1. Open the Account menu.
  2. Select Settings.
  3. Select Content Features.
  4. In the left column, select Community Experience Survey.
  5. Set up your survey:

Design survey branding

  1. In the Branding area, select Edit.
  2. In the window, update the following as needed:
    1. Community name: The community name used in survey questions
    2. Brand name: The brand name used in survey questions
    3. Survey logo: Use a PNG or SVG logo; horizontal preferred.
    4. Text color
    5. Header background color: Used in the background of the survey header
  3. Select Submit.

Design survey behaviors

  1. In the Survey Behaviors section, select Edit.
  2. Select whether you want to Present To:
    • Signed-in members
    • Anonymous users
    • Both members and anonymous users
  3. (Optional) Select the role(s) you want to survey. 
  4. (Optional) Select the role(s) you don’t want to survey. 
  5. (Optional) Select the place(s) where you want the survey to be triggered.
  6. In the Frequency area, enter the number of Maximum responses to collect per month. This field sets the maximum number of surveys to collect for a given calendar month. After collecting this number of responses, no users will be prompted to take the survey until the first day of the following month.
  7. Enter a number of visits in the Present survey after this many visits field. This field sets the number of visits (0-500) to wait before prompting a viewer to take the survey. For example, if set to 3, the viewer isn’t prompted to take the survey until their fourth visit. Default = 0, which is the first visit.
  8. Enter a number of minutes in the Present the survey after this many minutes field. This field sets the number of minutes (1-60) to wait before prompting a viewer to take the survey after the defined number of visits have occurred. Default = 2.
  9. In the Conditions area, enter a number of days in the If declined/abandoned, repeat after this many days field. This field sets the number of days (1-365) to wait before prompting a viewer to take the survey after they’ve declined to take the survey. Default = 30.
  10. Enter a number of days in the If completed, repeat after this many days field. This field sets the number of days (1-365) to wait before prompting a viewer to take the survey again after they have already completed it. Default = 90.
  11. Select Save.

Select your questions

  1. In the Questions and Answers section, select Edit.
  2. Use the toggles to turn on or off the questions you want to include or exclude on your survey, respectively. Some questions have follow-up questions based on the selected responses.
    Note: Because this survey is intended to gather important metrics and feedback, including CSAT (Customer Satisfaction Score), updating question titles and the order of questions is not permitted.
  3. Use the checkboxes by responses under your selected questions to designate which responses will be available for those taking the survey. 
  4. Select Save.

Turn on the survey for visitors

After you have designed your survey the way you want it, you can enable it for your visitors by turning on the Community Experience Survey toggle at the top of the Community Experience Survey section.

 

Published 8 days ago
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