Darzin has a Survey Module that can be used to create forms, surveys and registrations then publish online. These can be used to collect feedback, submissions and other information from stakeholders.
Navigate to Add New > Survey.
The Survey menu is displayed on the left hand bar and this landing page is used to set the Survey format including Survey Title, the start and end date, information to be collected, page and question structure, and acknowledgement email.
Remember to click Save to keep your choices.
Notice the survey status is 'Draft' as you start to build your survey.
When you have completed the survey setup and it is ready to publish, the status will need to be saved as 'Active'.
Draft: only in Draft mode and changes/edits be made to the survey. In this mode, the survey is not accessible, regardless of the Start Date.
Active: Setting the status to Active means the survey is accessible and responses can be made. Submissions will be processed as long as they are within the defined Start Date & End Date range. If outside this date range, anyone attempting to respond to the survey will receive a message advising the survey is no longer accepting responses.
Note: once the first response is received the Survey is ‘locked’ and you will not be able to return the status to ‘Draft’ to make any changes.
Closed: Once it is determined the survey process is complete, the status will need to be manually changed to Closed. This is not updated automatically when the End Date is reached.
Collect Personal Data: select which Personal data fields will be available on the form.
Mandatory Fields: determines which of the personal data fields are required to be completed for submission.
Further options available for determining valid responses include:
Limit Responses to: Enter a value if you want to limit the number of responses. This can be used for event registration where the venue has limited capacity.
Registrations only: Tick this box to create a registration form. As there are no questions, it will be ready for immediate publish. This field can be used in conjunction with the Limit responses field.
Allow the respondents to attach files: allow respondents to attach files to their response such as in a formal submission process
Allow anonymous response: Responses can be made without collection of personal data.
Allow responses on behalf of a third party: Allows a person to make a submission on behalf of someone else. Additional fields are displayed to capture who is submitting the response and who the response is being submitted for.
Allow multiple responses from the same stakeholder: Allows a respondent to respond multiple times to the same survey. There is a data integrity risk if this is checked however, it is often a requirement in public consultation scenarios to allow a person to submit additional responses over the period of the consultation.
Allow multiple responses from same device: By default, Darzin only allows one submission from the same device, based on the IP address. Tick this box if you want to allow for multiple entries from the same device e.g. when the form is available on a tablet at an open information session for participants to fill out.
The default is to display the survey in one page. Use ‘Set up questions on multiple pages’ to set different subject areas and ‘Title of Page’ to define the subject areas. Please note: If you require skip logic, paging is mandatory
Page Width & Page Height: By default, the page width and height are set as 1000/800. You can make adjustments as you wish. If unsure, leave it as is.
Include Survey Title: The survey title will be displayed on your survey.
Display question numbers: Question numbers may optionally be displayed for surveys that do not include skip logic.
Add respondents to this contact group: If a contact group is selected, every new respondent, not currently in the database, will be linked to that contact group.
Display logo on survey: You can add your own logo to your survey: Select the tickbox and then click “Select File” button and “Upload” your file.
‘Save Draft’ and ‘Load Draft’ buttons: This allows the respondents to save a partially completed response and come back later to complete. Save Draft and Load Draft options will be displayed on the survey form. If Save Draft is clicked then respondents will be prompted to enter a username and password to log back into the survey at a later date. They will receive an email with a link to the survey and upon logging back in, must select 'Load Draft' to see the answers they have completed to date.
Send automatic response email: create an acknowledgement email that will automatically be sent to the responder (as long as capturing the email address on the survey form has been selected).