Surveys
      Back to home
      1. Help Center
      2. Surveys

      Build Surveys

      Collect, analyze, and act on feedback from stakeholders

       

      Table of Contents

      I. About Surveys

      Boardable Surveys is an integrated tool that helps nonprofits collect, analyze, and act on feedback from board members, staff, and stakeholders—all within the Boardable platform.

      This tool can collect answers to multiple questions at once, in many different formats.

      For Boardable organizations which use this product, surveys can be created by any admin or member. Observers can participate in surveys, but will not have access to create and edit.

      Before you get started: You must be a Boardable Surveys customer. To request a demo, please contact your Customer Success Manager. 


      II. Build a Survey

      1. Use the dashboard switcher to toggle between the Board Management and Survey apps.
      2. In the Survey app, select Create new survey → Create from scratch. 
        create new survey
      3. Give your survey a title. Select the edit icon to make changes, or select Actions → Rename.
      4. Select Edit survey to begin adding survey elements. 
        1. To learn about the different elements you can build, see Configure Survey Elements. 
      5. Select elements from the toolbox on the left side of the page, or drag and drop elements into place. You can also search elements by keyword. 
      6. Configure each element according to its kind. 
        1. For help configuring survey elements, see Configure Survey Elements.
      7. To duplicate or delete an element, or to make it required, hover over the element, and then select the applicable option from the context menu. 
      8. To rearrange an element, hover over the grip dots, then drag the element to its new position.
         You can also move elements to a new page. 
      9. Give each page of your survey a title and description. Select into the text field, and then edit the default text as you please. 
      10. To create a new page, select Add Question at the bottom of the page. 
        1. Use the page selector on the right hand side of the survey builder to quickly move between pages. 
      11. Undo or redo your work by selecting the arrows in the upper right corner of the screen. 
      12. Select Preview to see your survey from the recipient's point of view. 
      13. Select Options to customize your survey's appearance and behavior.
         
        Theme Select a background color: plain (white), light (#fef5e6), or dark (#0e2141)
        Redirect to an external URL  After submission, send survey recipients to another web page
        "Thank you" message Recipients see this message after submitting their responses
      14. When you're finished, select Done from the upper right corner of the screen. 

      1. Add questions, images, panels, or signature fields using leftmost menu, or Add question button

        1. To use leftmost menu:

          • Default options are radio button group, rating scale, checkboxes, single-select dropdown, yes/no boolean, and file upload

          • To select another type:

            • Click search field at the top of the leftmost menu; menu expands to include complete list of options

            • Select option from expanded list, or search option by name

            • Question or element is added to new survey form

        2. To use Add Question button:

          1. Click ellipses next to Add Question; question type options expand

          2. Select option from list

          3. Question or element is added to new survey form

            new survey form

      2. Customize questions and other elements

        1. Question titles default to “question#;” to replace, click in question title field, delete existing text, and replace with preferred text

        2. To add answer options to radio button questions, checkbox questions, single- or multi-select dropdown questions, ranking questions, or multi-select questions, click + button next to item #, None, or Other (describe)

        3. To remove answer options from radio button questions, checkbox questions, single- or multi-select dropdown questions, ranking questions, or multi-select questions, click - button next to unwanted question

        4. To change label text in rating scale—labels, click into label, delete default numeric scale entry, and replace with desired text or numbers

        5. To add image after selecting this from one of the fields described in step 4:

      3. Customize page layout

        1. To start a new page, add new question to this page’s section

          1. Each page must be titled before a new page can be started

        2. To move questions within pages, panels, or across panels and pages:

          1. Hover over top of question until cursor becomes a +

          2. Click and drag question to desired location

      4. Customize settings

        1. To select survey language, background color, and thank you page:

          1. Click Options tab

          2. Use Theme dropdown to select theme/background color

          3. Choose thank you page, from:

            • Use default “Thank you for completing the survey” or

            • Write custom markup thank you page or

            • Link to external thank you page URL

              thank you page

      5. Preview responses

        1. Click Preview tab to view questions as they will be displayed to responders

      6. When survey is set as needed, click Save

        1. Survey is saved, and not sent to responders; to learn how to do this, please see Related Articles

      IV. Settings Options

      Surveys can have one of three background colors:

      • Light

        light theme

      • Plain

        plain theme

      • Dark

        dark theme

      After completing a survey, responders can see a thank you page hosted by Boardable, or an external site linked by the survey builder.thank you page

      VI. Troubleshooting

      Questions in New Page are Added to Existing Page

      This happens when the existing page is untitled. Page titles are required; each page must have a title before a new page can be started.

      Survey Disappears After Clicking Done

      To save a survey for further building/editing, it’s necessary to click Save before clicking Done. Otherwise, the survey is lost. Restoring deleted surveys is not presently supported.

      Add File Doesn’t Include Attachment Field

      The Add file question type allows survey responders to add a file in answer to a question; it does not let the survey builder attach a file to the question title.

      Related Articles