About this feature:
Surveys are a great way to collect and organize information, and MemberPlanet makes it easy.
Create Your Survey:
- Log Into your account on MemberPlanet - Not a member yet? No problem. Create a Free Account Click Here
- Select "Surveys" on the main navigation menu
- Click "Create a survey" from the sub-navigation menu
To choose a template:
- Click the + sign next to expand the category that you would like to choose a template form and click on the template name
- Click the green box titled "Use this template"
- Follow steps 10-16 (below)
To copy an existing form:
- Click on Copy a Survey form
- Next to the payment for that you would like to copy, click on the blue Make a copy button
- Follow steps 10-16
To use a blank survey form:
- Click on Blank payment form
- Give your survey a name
- Add a banner image by clicking +Add Banner Image (optional)
- Click Browse > Choose an image from your files > Open > Upload
- To crop your image drag the frame to select the image area you would like to use then click Crop Image
- Customize your color palette using the drop down menu located to the left of the banner.
- Customize the fields on your form using the drag and drop field bank on the left.
- Add a new field by dragging it from the Add Field tab and dropping it onto your survey form. It will embed where you drop it.
- Label, assign default values and add notes to each field using the Field Options tab. Simply highlight the field you want to edit and fill in the corresponding text boxes appearing under the Field Option tab
- Remove a field by selecting it on your form and clicking the Trash icon located on the Field Options tab
- Once your survey is complete click "Save & Publish Now" OR click "Save & "Close". Both options will bring you to the survey admin page options. If you chose to "publish now" your form will be live, but you are welcome to continue editing on the admin page.
- Use the admin page to set additional features and preferences. Learn more here.
To view a video showing you how to create a survey Click Here
MemberPlanet understands how important it is to keep your data organized. That?s why we make it easy for you to export survey responses directly to Excel. Click Here to see how. Planning on using your survey to gather registration info and collect payments? We have you covered. Learn to make a registration form. Click Here
To learn more about managing your survey from the Survey admin page Click Here
To view a video explaining how to manage survey responses Click Here