Launching a Survey

From your home page, click Survey management within your AMS Coordinator menu.

The AMS Coordinator menu with Survey management highlighted.

Go to Launch and Manage Surveys.

The Survey Management page showing options for Form & Survey Builder and Launch/Manage Surveys highlighted.

Enter a title for your survey, provide a description (optional), and click the Create New Survey button.

The New Survey page with fields for survey name and description, and the Create New Survey button highlighted.

SELECT YOUR FORM

Select the form/survey you created using the first drop down menu, or select a form/survey created by another person in your learning community using the second drop down menu. Once the form/survey is selected, click Save & Continue.

The Select form/survey page showing options to create or choose an existing form, with Go to Form & Survey Builder and Save & Continue highlighted.

SETUP/STYLE

In the Setup/Style tab, you can customize the look and messaging of your survey by adding a banner, a title, an introductory message and a closing message. Once you’ve edited these customizations, please click Save & Continue.

The Launch & Manage Surveys page showing General Information, Visual Appearance, Introductory Page, and Closing Page sections, with Save & Continue highlighted.

On the Recipients tab, please edit your email message if you wish to customize the message your recipients will receive. Once you are satisfied with your message, click Apply Changes.

The email setup page for a survey showing From, Subject, and Body fields with personalization links, and the Apply Changes button highlighted.

ADDING RECIPIENTS

You can add your recipients in a few ways: Add Taskstream Subscribers, Import Recipients from Another Survey, Import Recipients from a Text File, or Add Email Address Manually. Once you’ve added your recipients, please click Save & Continue.

The Add Survey Recipients/View Statistics page showing recipient status and options, with Import Recipients from Another Survey highlighted.

PREFERENCES

On the Preferences tab, please indicate the preferences connected to sending survey reminders, close date and anonymity. Once you’ve set your preferences, please click Save & Continue.

The survey close and reminder settings page showing options for closing the survey and sending email reminders, with fields for reminder email details displayed.

The survey anonymity settings page showing options for anonymous or visible identities, with the Save & Continue button highlighted.

LAUNCHING THE SURVEY

The Launch tab page showing setup details with the Launch Survey button highlighted, followed by a confirmation message and Share Survey URL link after launch.

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