You have the option of creating two types of surveys, “Open” or “Closed.”
If you want to create a survey to embed on your website (or send a link) so you can add a new client or new data to SourceLink®, select Open survey. This help doc is to create an Open survey. If you want to send invitations to clients in the database attached to a specific survey, continue to do so by selecting Closed survey. See Creating Surveys – Closed.
Select Survey Listing from the Surveys module on the left navigation bar.
Click + Add Survey. The Create a New Survey screen will appear.
Fill out the name and choose Open Survey. You can select Blank survey or a survey template from the dropdown menu.
Use the Survey Designer on the Survey Questions tab to create your survey. Read more about Survey Designer.
On the Survey Questions tab, select a Survey title that will be used internally and will be used in the SourceLInk Surveys list. Select a Public Title what will be shown to the person submitting the survey.
Select + Question to start creating your survey.
You will be offered three choices for types of questions on the drop down menu:
Custom Question (Non-Synced) – These are questions that you create. Responses will NOT be saved in the client record.
Special Object – These are items such as instructional text, page breaks, etc. that will enhance the look and functionality of the survey
Question from Library (Synced) – These are predefined questions within SourceLink; the responses will automatically sync with the client’s record. You now have the ability to pre-populate Library (Synced) questions with existing information on file and save back to the record. These questions cannot be edited.
Read more about adding Survey Questions.
Preview the survey.
The Survey Options tab allows you to customize Form & Submission Settings, Email & Follow up options, Client & People designations, and Interactions and Snapshots for saving client intake information.
Set up Confirmation email and Follow up Interaction & Email.
Tip: You have the option of creating and completing and submitting an Open survey in SourceLink® to upload client data. Once the survey is created, be sure to turn off the confirmation email to the client so they won’t be notified of the upload.
Additional settings for a new client record can include Client type, Client status and Tags. Snapshot Type, Date and Tags can be set. The survey intake can be saved as an Interaction. An Interaction Type can be selected, as well as Assistance Requested and any additional text in the notes section of your Interaction.
The Public Survey Distribution tab allows you to copy open the survey in a new window, copy the survey link or embed the URL on a web page.
Submitted surveys will be sent to Pending Tasks in SourceLink. Select View|Accept/Reject survey on the right.
On the Survey Responses tab you will see who submitted the survey and the submission date. You can then select one of the options.
When selecting Accept / Reject, SourceLink will check for matching clients already in the database. If no matching clients are found, a new client can be created.
When SourceLink detects one or more people with a similar name, phone number or company name, you have the option of creating a new client or updating an existing client.
When company name, person first and last name and email are all provided, we’ll match on all four fields.
If only the company name has a match, a new person will be created within that company.
When a company name is NOT provided, we’ll match on person name and email.
If there is no match, a new client will be created.