enabling reporter survey participation

TABLE OF CONTENTS

• Overview
• Enabling Survey Participation: En Masse
• Updating Survey Participation: From the Reporter's Profile

Overview

A reporter’s account status must be Live and marked as 'Yes' in the Survey Participation field for that person to access surveys launched in your Impact Suite.

Changing a reporter's Survey Participation to Yes will also allow you to connect the reporter to any currently available surveys (active or in an extension period).

Enabling Survey Participation: En Masse

To update a reporter's Survey Participation status:

1. On the left, in your Mission Control, click Reporters, Admins, & Sites.
   
   

2. On the right, click Manage reporter accounts.
   
   

3. Select the check boxes alongside reporter names.
   

4. In the “Select action” drop-down menu, find the Survey Participation section.  
   

5. Choose Add Selected (#). The number confirms the total number of reporters that you have selected.

   
   

6. If there are currently available reports, you will see a pop-up window asking which reports you would like to connect the reporter to, like this:
   
   

    To disable survey participation for reporters, follow the same steps as noted above, but select the Remove Selected (#) option.
   
   When disabling surveys from accounts you will be able to disconnect currently available surveys that the reporter has not yet completed. You will see a pop-up like this:
   
   

IMPORTANT: If you disable survey participation for reporters, you'll have to enable survey participation for them before they're able to complete another survey.

Survey Participation: This section is only relevant to clients who are invested in the Impact Suite's Survey Module. Wish you could track surveys, impact reports, beneficiary data, and more in your Impact Suite? Book a custom demo today!

Updating Survey Participation: From the Reporter's Profile

A reporter’s account status must be Live and marked as 'Yes' in the Survey Participation field for that person to access surveys launched in your Impact Suite.

Changing a reporter's Survey Participation to Yes will also allow you to connect the reporter to any currently available surveys (active or in an extension period).

To update a reporter's Survey Participation status:

1. On the left, in your Mission Control, click Reporters, Admins, & Sites.
   
   

2. On the right, click Manage reporter accounts.
   
   

3. Select the name of a reporter and their profile will open. 
   
   

4. Open the Name & Contact Details panel by clicking on the green triangle.
   
   

5. Choose Add Selected (#). The number confirms the total number of reporters that you have selected.

   
   

6. Find the Survey Participation field and click on the pencil icon. A window will open
   

7. Under Survey Participation, use the drop-down to select Yes, and click Update.
   

8. If there are currently available reports, you will see a pop-up window asking which reports you would like to connect the reporter to, like this:
   

    To disable survey participation for reporters in their profile, follow the same steps as noted above, but select the No in the pop-up window.
   
   When disabling surveys from accounts you will be able to disconnect currently available surveys that the reporter has not yet completed. You will see a pop-up like this:
   
   

IMPORTANT: If you disable survey participation for reporters, you'll have to enable survey participation for them before they're able to complete another survey.