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Opening a Survey

Before sending a survey to members and guests, you must open the Survey. When the survey is open, members and guests can enter and complete it, and even re-access and edit their responses. When you are ready to close a survey, you will have multiple options:

  • Manually Opening a Survey

  • Schedule an Open/Close time for a Survey

In this article, we will discuss how to open a survey using one of the mentioned options.

Manually Opening a Survey

To manually open a survey, follow these directions:

  1. Navigate to Communication > Survey, and find the survey you wish to open.

  2. Click the "Action" dropdown.

  3. Select Open Survey (as shown below).
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Once the survey is opened, you can send it to your members and guests.

Schedule the Open Time of a Survey

To have your survey automatically open and close at specific times, follow these directions:

  1. Go to Communication > Surveys.

  2. Select the "Action" dropdown menu for the Survey you want to schedule.

  3. Set the open/close.
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  4. Click "Save" to apply your settings. Note: If the open date is in the past, the survey will be opened immediately.


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