Learn how to create a resident Survey on the Community Portal.



A survey is an admin-generated tally of homeowner responses used to gain information for decision making. This option can be utilized in place of elections due to the nature of elections, which typically have fees associated with the process. 


Create a New Survey


Step 1. Login to the Community Portal with Administrative Access. CLICK HERE for more information on how to locate and login using an Administrative account. 


Step 2. Click the Survey button on the left hand column. 



Step 3. Click the Add New button. 


Step 4. Complete the Survey window. 


  • Title- Enter a Title for the Survey.

  • Recipients- Select those who will have access to respond to the Survey. 

    • Public- Select if the survey will be open to all residents. 

    • Group- Select if the survey will be open to a specific group. 

    • Choose Other- This option will allow you to create a custom list of Users and/or groups. 

  • Category- Select the correct Category from the drop down menu.

  • Show on Home Page- Check to show the survey on the Home Page. 

  • Vote Button Text- Enter text to show on the button for voting. 

  • Submit Response- Enter text for the resident to receive in a response email after voting. 

  • Question- Enter the question for the survey. 

  • Choices- Enter choices for responses to the survey. 

   


Preferences Tab


  • Number of Selections Per Vote- Enter the number of options respondents may select.

  • Survey Results- Select to show results as the survey is ongoing, or to display only when completed.

  • Show Individual Responses- Select how to display survey responses. 

  • Close Survey- Select to close the survey manually, or to have it automatically close on a specific date.



Step 5. Click the Save button to finalize, or the Save Add button to create another survey.