Add New Survey

The ‘Add New Survey’ feature Campaign Management module of Retention CRM allows Associations, Chambers of Commerce and Nonprofit organizations to create and manage surveys to be distributed to their contacts. It facilitates gathering feedback, opinions, or data from members, donors, volunteers and other stakeholders in a structured manner.

General Functionality of ‘Add New Survey’ Feature

Here’s a breakdown of the options/fields you’ll encounter when creating a Add New Survey:

• Title (Required): This is the name of your survey, which will be displayed to your contacts.
• Campaign: This field allows you to associate the survey with a specific campaign within Retention CRM. This helps categorize your surveys and track results alongside other campaign activities.
• Activity Type (Required): This defines how the survey interactions with contacts will be categorized within Retention CRM. You can choose from existing activity types or create a new custom type specific to surveys.
• Edit Activity Type Options: This button provides access to manage the chosen activity type’s settings, such as duration, visibility, and assignability.
• Instructions for interviewers: This section allows you to provide any specific instructions or guidelines for interviewers who will be conducting the survey (applicable if you plan manual interview-based data collection).
• Maximum reserved at one time: This sets the limit on how many contacts an interviewer can reserve for themselves at a given time. This helps distribute the workload and prevents one interviewer from monopolizing contacts.
• Total reserved per interviewer: This defines the maximum total number of contacts that can be reserved for an interviewer throughout the survey period. This ensures a fair distribution of workload among interviewers.
• Release Frequency: This sets the timeframe for automatically releasing contacts who haven’t been surveyed by their assigned interviewer within a specified number of days. This prevents contacts from being stuck in a reserved state indefinitely. The Retention CRM Respondent Processor script needs to be run periodically for this feature to function.
• Active?: This option enables or disables the survey. Inactive surveys won’t be accessible to contacts.
• Default?: If you have multiple surveys, marking one as the default sets it as the predefined option when creating new activities related to surveys.

Using ‘Add New Survey’ Feature in Association Management

A nursing association wants to gather feedback from its members on their experiences with a new educational program offered. They decide to utilize the ‘Add New Survey’ feature within Retention CRM’s ‘Campaigns’ module to conduct the survey.

Here’s how they might fill out the options/fields:

• Title: Member Feedback on New Educational Program
• Campaign: Educational Program Feedback (2024)
• Activity Type: Member Survey (you can create a new custom activity type here)
• Instructions for interviewers: NA (This is an online survey, interviewers not required)
• Maximum reserved at one time: 10 (Limits the number of members an administrator can assign to one person at a time)
• Total reserved per interviewer: 25 (Sets a reasonable workload limit per member)
• Release Frequency: 7 (Automatically releases unassigned members after 7 days)
• Active?: Yes (The survey is currently ongoing)
• Default?: Yes (Sets this as the default survey type for member surveys)

More Use Cases for Associations

Gathering Member Feedback on Events

Associations frequently host events for their members. Use the “New Survey” feature to create surveys that capture feedback on event logistics, content, and overall satisfaction.

This allows associations to:

• Identify areas for improvement in future events.
• Gauge member interest in specific topics or formats.
• Gain insights into member preferences for future events.

Conducting Membership Satisfaction Surveys

Understanding member satisfaction is crucial for any association. Design surveys using the “New Survey” feature to assess member sentiment towards the association’s services, resources, and overall value proposition.

This helps associations to:

• Identify areas where they are excelling and areas needing improvement.
• Tailor membership benefits and programs to better meet member needs.
• Boost member retention and engagement.

Soliciting Input for Strategic Planning

Associations need to stay relevant and member-centric in a dynamic environment. Leverage the “New Survey” feature to gather member input during strategic planning processes.

This enables associations to:

• Identify member priorities and emerging trends in their field.
• Make data-driven decisions about future programs and initiatives.
• Align their strategic direction with the needs and interests of their members.

By utilizing ‘Add New Survey’ feature, a not-for-profit, chamber of commerce or association can effectively conduct an online member survey, manage workload distribution, and ensure timely feedback collection.