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Creating and Managing Surveys

Updated: Mar 7, 2022

In this example, we are going to create a Survey which will ask our services for information which will be shown on our Service Directory. Our Survey will utilise some of the powerful features of this module:

- It will default information, pulled from ChilliDB records,

- It will send secure links to each Service asking them to update their Service Directory records using ChilliDB Email Templates and Messaging,

- It will merge some information back into ChilliDB automatically, and some information will be manually merged.

To create a new survey, locate the Survey main menu item. Under the Survey menu, select Create.

Basic Survey Information, Templates, Availability

It is important to categorise all records in ChilliDB, and surveys are no exception. Choose a Categorisation and give the survey a Name and Description. Choose a survey Template, in this case the Standard Template which we created earlier, to apply to this survey. Survey Availability From and Survey Availability To can be set if you wish to limit your survey to only be available for a certain time period. When doing so, if people try to access the survey outside these dates, they will not be able to.

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