The survey tool is single-question way to learn more about what residents want, or what they think about important topics in the neighborhood. It’s easy to set up and even easier for residents to use. You can group Questions into Categories to make it easier for homeowners to locate Questions on certain topics. 


Create a New Survey


Step 1. Login to the Community Portal with Administrative Access. 

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. 


Create a New Category

Step 1. Access the Survey tab.

Step 2. Click the Categories button.

Step 3. Here, fill in the Name Field and once filled out, click Add to List.


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.