➕ Create a Survey

To create a survey, toggle to the “Surveys” tab on the “Forms & Surveys page” and click “Create New Survey.”

• Once you’re in the survey creation flow, name your survey aligned with the information you’d like to gather.
• The subtitle and description will not be visible to survey participants.
• Check the “require respondent to log in” box if:
  • Only company employees are filling out the survey
  • If the user should be required to log into Deed to complete the survey. This will want to record name and email with each individual survey response.

Add Questions

• To add a question, select the plus sign next to “Add question”
• Select the type of question you’d like to createWrite the question in the text box next to the question type
• • Add “additional notes” if you want to provide additional context to the question
    • E.g. “Please provide at least two examples in your answer”

  Add Sections

  Sections allow you to title and group related questions in different parts of the Survey.

  • If using multiple select the section you would like to the precede the initial section.
  • To add a question to a section, hit “Add question” under the section you’ve created, or drag and drop underneath the desired section. automatically have a “Contact

  • There is a “Contact Details” you can use, which automatically populates questions that ask for:

    • First name
    • Last name
    • Email
    • Nonprofit name

    Confirmation details

    This message will show after the user has completed the participant survey. You can enter a message here like, “Thanks so much for filling out our survey!”

    Edit Survey

    Once a survey has been answered, editing the survey is locked, meaning you cannot make changes to the questions.

    Export Responses

    You can export your responses from Deed once the Survey is complete and you’ve received as least one response.