Create a Partner Survey

Surveys allow you to collect information from partners to improve or streamline your business. You can survey partners who already joined your program or upon sign-up. Sign-up surveys are shown to new partners when they apply to your brand. Existing partners can respond to their surveys on the Surveys screen.

Create a survey

This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access.

1. From the left navigation menu, select [Engage] → Partners → Surveys.

2. On the Surveys screen, in the upper-right corner, select Create Survey.

3. Enter a Name and Description for the survey.

4. Select Choose File to upload a cover image for your survey.

   • GIF, JPG, and PNG file formats are supported with a maximum file size of 1 MB.

5. Select [Plus] Add Question to formulate and specify your question details.

Survey question fields

1. Enter a Question using 250 characters or less.

2. In the Custom Field section choose either of the following:

   • Select [Radio Button] to Use an existing custom field and choose an existing survey from the from the [Drop-down menu].

   • [Radio Button] to Create a new custom field. For example, create an Age custom field with a number input if you frequently collect data about partners' age.

3. If you selected Create a new custom field above, select the question Type format from the [Drop-down menu]

   • Paragraph – Open-ended questions that allow unique answers.

   • Number – Responses that require a numeric input.

   • Checkbox – Allows respondents to select one or multiple options.

   • Multiple Choice – Requires the respondent to choose only one option from a list.

   • Date Picker – For questions that require a specific date as an answer.

   • Drop Down – Provides multiple options hidden in a dropdown menu (single or multiple selections).

   • File – Allows the respondent to upload a file attachment.

   • The question type will be populated with a custom field if you choose an existing custom field.

4. Select the [Unchecked box] to make the question Required.

5. Select the [Unchecked box] to allow partners to edit their responses after submitting.

6. Select Add to add the question.

   

1. [Toggle on] Schedule Survey Dates to add dates for when the survey starts and ends.

   • You can select a timezone from the [Drop-down menu] However, if you do not select dates the survey will be available immediately and indefinitely until you disable it.

   • [Toggle off] Schedule Survey Dates for surveys you want to include in the partner sign-up page.

2. [Toggle on] Restrict Partner Access to only allow specific partners or partner groups to access and reply to the survey.

   • Select the Partners [Drop-down menu] to specify the partners you want to include in your survey.

   • Select the Groups [Drop-down menu] to specify the partner groups you want to include in your survey.

3. Select Save when you're done.

   Note: Once you select Save, the survey will automatically be available for partners to see and answer.