Instructions for Interviews: enter any appropriate information about the survey that would be helpful for the volunteers conducting the survey. Maximum Reserved at one time: enter the maximum number of contacts that can be reserved at any one time to be interviewed. T his allows you to divide up the group of individuals for each volunteer to interview at one time. Total reserved per interview: enter the total number of contacts that can be reserved by any interviewer. Release frequency: enter the number of days that reserved respondents are released if they have not been surveyed within that time. Active? : check the box to make the survey active. Default? : check the box to make survey. Click Save, or Save and New if you are creating several surveys. When you return to the Survey Dashboard you will see your new survey in the summary table.
SURVEY TYPES You can create new survey types to describe the type of activity you are conducting. Survey responses will be recorded in an activity record for an individual. T he default CiviCRM survey types are Survey, Canvass, PhoneBank, WalkList, and Petition. T o create or edit survey types: 1. Go to Administer > CiviCampaign > Survey Types.
2. Click on Add Survey Type and complete the form. T he next time you create a new survey (or edit an existing one) you will find your new survey type available in the dropdown menu of survey activity types.
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