Update: Cialfo has rolled out an updated User Experience (UX). For a limited amount of time, clients will be able to switch from using the new UX and previous UX. This article will address both types of UX.

You can now create and send multiple surveys and collect responses from students and or their guardians directly in Cialfo. Surveys is a stand-alone feature that is replacing Questionnaire.

New User Experience (UX)

You can access Surveys on the left side menu.

Previous User Experience (UX)

You can access Surveys on the left side menu.

Creating a Survey

To create a survey, click on 'Create Survey.' It will open a new page where you can build the survey. Give the survey a title and description (optional). The next step is to add questions to the survey.

Add your question and select the question type from the drop-down menu. You can add more questions by clicking the 'Add Question' button. The different question types available are:

  • Short Answer: Recipients can enter a free response of up to 1000 characters.
  • Paragraph: Recipients can write a free response up to 10,000 characters.
  • Multiple Choice: Recipients can select only one answer choice from the options given.
  • Checkboxes: Recipients can select multiple answers from the options given.
  • Range: Recipients can select a response from the set range of 1 to 10.
  • Date: A Date question prompts the user to select a date as an answer to a question.

Saving a Draft of a Survey

You have the ability to save a draft of a survey and come back to work on it at a later time. You can also preview the survey by clicking on the 'eye' symbol and view it as a recipient. 

Please remember to save a draft or publish the survey before you use the preview option. Your work will be lost if you don't save first!

Choosing Recipients

When the survey is ready, choose 'Recipients' and select the intended audience. 

Choose filters to quickly assign recipients. 

For example, if you want to send a survey to students from Graduation year 2020 to 2025, select the "Graduation Year" filter -> select 'Students Only' -> Click 'Apply Filters' to display the recipients.

If you want to send the survey to recipients that are not part of a preset filter or group, you can click the "Add Recipient" option and add the recipient's email. 

Please note that surveys can only be sent to students and guardians who have a Cialfo account.

Sending the Survey

After recipients are selected, click 'Publish' to send the survey.

Upon clicking Publish, the survey creator will be prompted to set the Start Date & Due Date for a given survey. Select the required dates and click 'Publish.'

The Start Date is the first date that a published survey will appear in a recipient's survey list page.

The Due Date is the final date a recipient has to submit a survey. After the Due Date passes, the survey is closed and removed from the recipient's survey list page.

Currently, publishing a survey does not trigger any notification to the recipients. We recommend counselors sending out a broadcast message notifying the recipients to complete the survey.

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