New Survey
Aurea List Manager's surveys are a great way to engage and interact with your readers. Aurea List Manager includes an easy survey form builder to create a questionnaire that asks for single, multiple or open-ended responses. A link to the survey can be included in your mailing to track list members' responses, or you may post the form on your website.
After conducting the survey, view and analyze the results in Reports > Surveys. These results may be published on your website if desired, or shown to survey takers after completing the questionnaire. You may see the overall results for the survey, or view responses for individual members.
After using a survey, you can segment on the response. Aurea List Manager's dynamic segment clause wizard allows you to target those who respond to a particular question in a specified way, or those who do not respond at all.
The first step in creating and using surveys in Aurea List Manager is to create a survey form in Utilities > Web Forms > Surveys. Then, link to this form when building content by clicking Insert url and selecting the Survey tab.
To track the responses of list members, you must link to Aurea List Manager's survey form in your mailing. You may also insert the HTML of the form generated here in your website to track responses from web site visitors.
The survey form Aurea List Manager generates may be edited to match the look and feel of your email publication or website.
You may edit the HTML header and footer (the HTML before and after the actual questions) on the Utilities > Web Forms > Surveys > New/Edit Survey > Advanced tab. You may also edit the actual survey questions in Utilities > Web Forms > Surveys > New/Edit Survey > Basics.
You may edit the HTML source directly by clicking Edit Source, but once you edit the source directly, you may not use Aurea List Manager's survey form builder to edit the questions further.
Note
Your web forms do not work if the host name assigned to Aurea List Manager is incorrect. If your form is not working properly, check the URL to Web Interface in Utilities > Administration > Sites.
Creating and Using Surveys
To include a link to a survey in your mailing, you need to first make a survey form:
- In the left navigation bar, click Utilities, point to Web Forms, and then click Surveys.
- Click Create new.
- Give your survey an internal survey name and survey name to display.
- Click Add+next to Questions to ask to add a multiple choice or text entry question.
- Click Previewto see what your form is going to look like.
- Save your survey form. You may edit the HTML of your form once it has been created by navigating to Utilities > Web Forms > Surveys, and selecting the form.
Once you have created a survey, insert a link to it in your content:
- In the left navigation bar, click Content, and then click New Content.
- Select the HTML tab.
- Click Insert Url.
- Select the Survey tab.
- Select the survey you like recipients to answer in the drop down box.
- Enter the text you like recipients to click on to take the survey.
- Click Insert
- Continue to create your content as usual.
A link to your survey is inserted into your content. After you have mailed your content, and at least one recipient has taken the survey, you can see the results in Reports > Surveys.
Finding Survey Forms
From the drop-down menu, select List, Site, or Server survey forms.
Note
The options available here depends on the access level of the logged in user. Server administrators can see server, site, and list survey forms. Site administrators can see site and list survey forms. List administrators can see survey forms for the lists administered by them. The list or site to which the survey applies is displayed next to the survey form description.
Twenty survey forms for the list are displayed. To view more, click Show more. Repeatedly clicking Show more shows greater numbers of survey forms at a time. Click Next to see the next twenty, Previous to see the last twenty.
You may change the sorting order of the survey forms by clicking the up or down triangles next to Title and Description. By clicking the top arrow, the sort order is going to be ascending (a-z); clicking the bottom arrow makes the sort order descending (z-a).
Viewing or Editing Existing Survey Forms
To view a survey form, click on the Survey Form title. You are taken to the Utilities > Web Forms > Surveys > Edit Survey page, where you can preview or edit the survey form.
Copying Survey Forms
Click Copy next to the survey form you like to copy. Aurea List Manager shows you the old title and description, and asks for the new title and description. To copy this survey form to another list, select another list from the New list drop-down menu. In this way, the survey form can be copied and applied to multiple lists.
Note
This option is not available for site or server level forms, only list level forms.
Click Copy to save the copied survey form. It is going to appear on the main survey list.
Deleting Survey Forms
Click Delete next to the survey form you like to remove. Aurea List Manager asks you if you are sure before deleting the form.
Creating New Surveys
To create a new survey, click the Create new button. This are you to the Utilities > Web Forms > Surveys: New Survey: Basics page.
Download as a File
Click on 
to download your list of survey forms in CSV format.
Refer to the following topics for more information: