Create and Send Surveys

The virtual mentoring platform offers a survey feature that can be utilized to collect insights from your mentors and mentees about the program. It can also be used to create quizzes for mentoring activities in the "Courses" section. 

Step 1 - Create a Survey

1.0 Click the “Admin” tab on the left-hand side of the platform.


1.1 Click "Feedback" under the "Customize" section on the right-hand side of the page.

1.1.1 The "Feedback" section will expand, click "Surveys".


1.2 There will be existing surveys on the following page. They are the surveys used as quizzes in the "Platform Orientation" provided course. Click on Create a Survey.


1.3 Give your survey a title in the "Survey Name" field.

1.3.1 At the top of the page you can also check a box to accept multiple responses for the same survey. Uncheck to allow only one response per participant.


1.4 Start creating your survey questions. Each rectangle is meant for one survey question.


1.4.1 The system defaults to 5 questions. To add more, scroll down and click ADD QUESTION.


1.5 Here are some pointers on how to create each survey question.


1.6 Once you have created all your questions, click on Save Survey at the bottom of the page. 


Step 2 - Email the Survey

2.0 Once the survey has been saved, the program administrator will be brought back to the main survey page. The survey that was just created will appear as the last survey on the list. 


2.1 The system will generate a unique survey link for each survey. This link is to be shared with mentors and mentees within the program so they can view and answer the survey. 


2.2 Click the copy icon next to the survey link to copy the system generated link. 


2.3 Click the "Admin" tab on the left-hand side of the page to return to the administrator's dashboard.


2.4 Click on "Messages" under the "Customize" section on the right-hand side of the page.

2.4.1 The "Messages" section will expand, click on "Send Messages".


2.5 From the "Community Messages" tab, compose the email:





1) Select the recipients 
2) Enter a Subject Line
3) Type email content 
4)  Include the survey link by clicking on the link icon. This is where you want to paste the survey link you copied in step 2.2








2.6 Click Create Message.


2.7 The next page displays a preview of the email.  If you are satisfied with the email preview, click Send Message.  


Note: You can also schedule the email to go out automatically at a specified day and time by clicking the "Schedule Time" field and then clicking Send Message

Schedule an email.gif


Step 3 -  Modify or Delete a Survey

3.0 Return to the administrator's dashboard by clicking on the "Admin" tab on the left-hand side of the platform. 


3.1 Click "Feedback" under the "Customize" section on the right-hand side of the page.

3.1.1 The "Feedback" section will expand, click "Surveys".


3.2 Locate the survey that requires a modification or a deletion, then click on Edit or Delete


3.3  For a modification, make the required changes and click Save Survey


3.4 For a deletion, after clicking on Delete, click OK on the pop-up window to confirm the deletion. 


Step 4 - Make a Quiz Survey

Surveys can be built has quizzes and added to mentoring activities within courses. However, because this is not a real quiz functionality, it will not provide scores. Program administrators can still review the answers from the administrator's dashboard to assess the level of understanding of each person taking the quiz.  

4.0 Create a survey as thought in steps 1.0 to 1.6 above and build your survey questions as quiz questions. Click Save Survey.


4.1 Go back to your administrator's dashboard and click on "Content" under the "Customize" section. 

4.1.1 The "Content" section will expand, click "Courses".


4.2 Access the courses' modules by clicking on the module number under the "Modules" column. 


4.3 Click "Edit" next to the applicable module.


4.4 Add the quiz to the desired activity by selecting the newly created survey (quiz) from the Survey drop-down menu.



4.5 Click Save at the bottom of the page.

Click save.gif

4.6 Test the quiz by clicking on "Courses" from the left-hand side menu and then accessing the activity containing the quiz. 

Test the quiz.gif

Step 5 - View Survey Results 

The survey results are displayed in two locations on the platform; under the "Reports" section and under the "Surveys" tab.

Surveys' tab

5.0 To view survey results, access your administrator's dashboard by clicking on the "Admin" tab. 


5.1 Click "Feedback" under the "Customize" section on the right-hand side of the page.

5.1.1 The "Feedback" section will expand, click "Surveys".


5.2 Click on the number listed under the "Survey Completed" column which match with the applicable survey. 


5.3 The following page will display the mentors and mentees' names along with their answers for each survey question.



5.4 From the administrator's dashboard, click “Survey Report” under the "Reports" section.


5.5 The system will generate a report as a CSV file at the bottom of the page. Open the document to see the answers for each participant.


Training Video