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

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, PNG, and WEBP file formats are supported with a maximum file size of 20 MB.
5. Select Add Question to formulate and specify your question details. You can create questions with existing or new custom fields.

Survey question fields

1. Enter a Question using 250 characters or less.
2. In the Custom Field section, select either of the following:

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

     • If you selected an existing custom field, the question Type will be populated according to that field.
   • [Radio Button] to Create a new custom field. For example, you can 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.
   • Multi-select – Allows the respondent to select 1 or more answers.
   • Dropdown list – Provides multiple answers hidden in a dropdown menu (you can have 1 or more selections).
   • Single-select – Requires the respondent to choose only 1 answer from a list.
   • Date Picker – For questions that require a specific date as an answer.
   • Number – Responses that require a numeric input.
   • File – Allows the respondent to upload a file attachment.
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]. If you do not specify a start or end date 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.

   • Optionally, select Preview Survey to see how your survey will look to partners.

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