The ensure that Users complete a Community Survey, simply set the Survey as a Notice. Notices are content that users must view before they reach the Community Homepage. 

Click Here to view a video of the process designed to accompany the steps listed below:

From the Community Homepage:

  1. Click the Community Tools link in the left hand menu.
  2. Click the Surveys link in the left hand menu.
  3. Click the table cell of the Survey you wish to display to Users.
  4. Click the Notice check box to the right of the Team you wish to have access.
  5. Click the Submit button at the bottom of the page to confirm.

You have successfully prompted Users to complete a Community Survey.

Alternatively, you can email your Users from within the system for prompting.

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Users button in the main body area or left-hand menu
  3. Select the desired Filter and View, and select the Action Show User List.
  4. Click the Perform Action button under the Action drop-down.
  5. Click the Check Box to the left of the User you wish to include on your email.
  6. Repeat step 5 for each additional User you wish to include on your email.
  7. Select the Action Email Users at the bottom of the page.
  8. Click the Go button to the right of the Action drop-down.
  9. Select the desired Email Template (from the Templates drop-down at the top of the page) or build a custom email by filling out the page (must have at least a Subject and Body).
  10. Click the Submit button at the bottom of the page when you are satisfied with the content of your email.
  11. Click the Submit button at the bottom of the page after previewing the email.

You have successfully emailed specific Community Users to complete a Community Survey.

Related Articles

How do I Email specific Users in my Project?
How do I create, modify, or remove a Filter for Project Users?How do I create, modify, or remove Views for Project Users?
How do I reset a Project Notice?
What are the various Notice Types typically used for?

Requirements

  • Manage Surveys Role
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