Getting started with Surveys

A 5-step guide on how to get started with surveys

Kimberly Quimson avatar
Written by Kimberly Quimson
Updated over a week ago

Getting started with surveys is straightforward. This article will walk you through the fundamental steps of activating, editing, and distributing your survey.

Let's dive in!

Note: To explore various survey types and their specific requirements, refer to the "Survey Types" section in the Survey chapter.

Step 1: Activate your survey

To activate a survey-product, simply access your subscription overview. Follow these steps to navigate your subscription overview:

  1. Open the menu in the top-right corner

  2. Click on "Account & Subscriptions"

  3. Scroll down on the page and click on the "Subscriptions" button.

  4. You've now arrived at the product overview.

Locate your selected survey on the product overview page and follow the purchasing flow to activate it. As soon as you have purchased the product, the survey dashboard and settings for the survey will be available to you.

Step 2: Customize your survey to fit your Club's needs

When purchasing a survey, you acquire a pre-defined survey template that enables you to efficiently distribute a survey with all the essential questions. Importantly, this template enables benchmarking against a national standard. However, you also have the flexibility to customize questions and incorporate your own unique inquiries as needed.

To begin customizing your questionnaire, you’ll need to access our questionnaire editor page. Follow these steps to navigate your questionnaire editor:

  1. Open the menu in the top-right corner

  2. Click on "Surveys"

  3. Click "Manage Survey" on the corresponding survey

  4. Scroll down and click on "Edit Questionnaire"

  5. You are now on the questionnaire editor view

For detailed guidance on what modification can be made to your questionnaire, we recommend visiting our article "How do I make changes to my questionnaire?".

Step 3: Personalize survey email invitation

When asking a respondent to participate in a survey, you'll typically send an email from our platform prompting them to complete the survey (except when utilizing a shareable link). While you can customize much of the email's content, certain elements remain locked to ensure compliance with data processing laws across different countries.

You can read the guide on how to make changes to your email invitation here:

Step 4: Collect data (integrations, manual collection, or with a shareable link)

Collecting responses for the first time marks a big milestone! In Players 1st, there are three distinct collection methods to select from, each with its own unique features tailored to your Club's preferences.

We’ve created an article that outlines the steps to take before sending out a survey and provide guidance on choosing the appropriate collection method. You can read our detailed guide on how to collect data here:
https://help.players1st.sport/en/articles/3043016-how-do-i-collect-responses#h_c7eac853f1

Step 5: Analyze Survey Results in your Dashboard

As responses come in, your dashboards will update in real-time. To ensure you maximize the insights gained, we've created dedicated Dashboards and Results help desk chapter that cover topics like:

  • Introduction to the results dashboard

  • How to interpret your results

  • How our best utilize List views

  • How to access Comments


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