Scenario

As an administrator, content owner, or presenter you want to attach a survey to a non-event content item (track, course, article, or video) to solicit feedback.

Solution

This process is for attaching a survey to a non-event content item. To learn how to attach a survey to an event, see How to attach surveys to events.

  1. If you do not have a survey to attach to the content item yet, create one in the Surveys dashboard. Check out How to create surveys for more.

  2. Access the content item you want to attach a survey to.

  3. Open the context menu (the three dots in the upper right) and select Edit.

  4. Scroll down to Surveys.
    The Surveys pane is open if there are already surveys attached. If not, click Surveys to open the pane.

  5. Click Attach another survey (or Attach survey if none are attached yet).
    A Survey pane opens.

  6. In Survey Template begin typing the survey name and select the one you want from the menu that appears.

  7. Specify when the Survey Opens and when the Survey Closes.
    Options are based on when content items are assigned or completed.

  8. Click Save in the upper right corner of the page to save your edits.
    The survey is added to the content item and will be emailed to participants at the Survey Opens time you specified.

    Once surveys are taken, the next step is to retrieve survey results. Check out How to retrieve survey results for more.

Go deeper

Surveys for events versus non-event content items

Surveys for events and event types are sent based on their start/end times. Surveys for non-event content items (tracks, courses, articles, and videos) are sent based on when the content item is assigned or when they are completed. Since non-event content items are for self-paced learning (and may not be assigned), setting Survey Opens based on when they are completed ensures participants receive the survey, even if the content item was not assigned to them.

To learn how to attach a survey to an event, see How to attach surveys to events.

See also

For more on using and managing surveys, see:

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