create the survey · web view2017-01-17 · paste the text into notepad (windows) or textedit...
TRANSCRIPT
![Page 1: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/1.jpg)
CoP Meeting Post-Event Job AidCreate the Survey
1. Log in to https://www.surveymonkey.com/ Username: atlantaastd Password: ATDsurveys0
2. Click + Create Survey:
![Page 2: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/2.jpg)
3. Select to Copy an Existing Survey, select the survey you wish to copy, and then type a Title and a Nickname. Finally, click Continue >>:
![Page 3: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/3.jpg)
4. Click Preview Survey:
![Page 4: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/4.jpg)
5. Scroll down, select Next until you get to the end. Check for any edits you want to make:
![Page 5: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/5.jpg)
6. Click Done:
![Page 6: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/6.jpg)
7. Make any edits and continue to preview until you are satisfied with the survey. Then, click Send Survey>>:
![Page 7: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/7.jpg)
8. You now have a link to include in the email:
![Page 8: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/8.jpg)
Mark Attendance1. In Admin view, navigate to the Event in Wild Apricot. Then, click Registrants:
![Page 9: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/9.jpg)
2. Click the Check In radio button for all registrants that showed up:
![Page 10: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/10.jpg)
Add a Registrant (Members)1. Click Add Registrant:
![Page 11: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/11.jpg)
2. Click Select existing contact:
![Page 12: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/12.jpg)
3. Begin typing the name. When the contact appears in the list, select the name, then click Select:
![Page 13: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/13.jpg)
4. Select Members: Free as the Registration Type, then click Save:
![Page 14: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/14.jpg)
5. Click Checkins to check in the registrant, then click Back:
![Page 15: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/15.jpg)
Add a Registrant (Non-Members)1. Click Add Registrant:
![Page 16: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/16.jpg)
2. Complete the form with email, name, and any other information the registrant provided, select Non-Member as the Registration Type, then click Save:
![Page 17: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/17.jpg)
3. Click Checkins to check the registrant in to the event. If the registrant paid Cash, click Confirm without Invoice:
![Page 18: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/18.jpg)
4. Click Back:
Bring all cash registration fees to the Chief Financial Officer at the next Chapter Meeting.
![Page 19: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/19.jpg)
Email the Survey Link1. To make sure only people who actually attended receive the survey link, select Checked in as the
Filter, then click Email registrants:
![Page 20: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/20.jpg)
2. Select a template (most SIGs and GIGs have their own), then click Next:
![Page 21: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/21.jpg)
3. Copy the body of the email:
![Page 22: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/22.jpg)
4. Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from SurveyMonkey and make any other edits (like Dropbox links or messages from the location sponsor). Doing this externally from Wild Apricot prevents a recurring issue of links to old surveys going out despite the appearance of the new link in the WA editor. When done, copy the text of the email:
![Page 23: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/23.jpg)
5. Paste the edited body text into email form, then click Preview & send:
![Page 24: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/24.jpg)
6. Click the button to send a test email to yourself:
![Page 25: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/25.jpg)
7. Test the survey link and any other links in the email you receive:
![Page 26: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/26.jpg)
8. Return to the website. You can go back and edit as necessary. Always re-send a test email to yourself before emailing everyone. When satisfied, click Send to X recipients:
![Page 27: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/27.jpg)
9. Confirm this action:
![Page 28: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/28.jpg)
10. Confirmation looks something like this:
![Page 29: Create the Survey · Web view2017-01-17 · Paste the text into Notepad (Windows) or TextEdit (Mac) or any other plain text editor – do NOT use Word. Paste the survey link from](https://reader034.vdocuments.net/reader034/viewer/2022042403/5f15705d755da3194307d05a/html5/thumbnails/29.jpg)
Get Reimbursed for Catering1. Submit the following items to the VP of Programming:
Scan of the receipt Scan of the Attendance List from the event A completed Expense Reimbursement Form:
http://astdatlanta.org/Resources/Documents/Membership/ASTD%20Expense%20Report%202014.xlsx