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Creating User Surveys, Sign Up and RSVP Forms

The survey module lets you take in user-submitted data from a form and allows administrators to view the 'results' in an HTML table and in Microsoft Excel format.

Make sure the survey module and the form module are enabled and that you give users permission to submit surveys.

  1. administer » modules
  2. check the boxes next to "form" and "survey"
  3. click "Save configuration"
  4. click administer » users » configure tab » permissions sub-tab.
  5. make sure "submit surveys" are checked for the roles you want to be able to submit surveys
  6. click "Save configuration"

Creating a Survey

  1. click create content » survey
  2. Type in a title.
  3. (optional) Type in a path alias.
  4. (optional) Type in introductory text.
  5. (optional) Type in a "thank you" page. See below for how you can use this.
  6. Type in an email address that survey notifications are sent to.
  7. Choose whether you want to receive notifications.
  8. Click "Submit".
  9. Click the form tab.
  10. Click the add field.
  11. Choose the type of form firled.
    • "textfield" is a one-line box for text.
    • "password" is a one-line box for text, but when users type, the characters are hidden.
    • "textarea" is a multi-line box for text, useful for lengthier comments.
    • "radios" is for choosing between set options, and the user can only choose one option.
    • "select" is a drop-down menu for choosing between set options, and the user can only choose one option. See step 15 to make it multiple-select.
    • "checkbox" is a list of options a user can choose, and they can choose zero, one, or multiple options.
    • "file" is a box for users to find a file on their computer to upload to the survey.
  12. Type in a title for the form field.
  13. Type in an explanation, to clarify or briefly instruct users what kind of data is expected from them.
  14. If in step #11 you chose either "radio", "select" or "checkbox", you will need to type in selection options.
    • Separate each label with a semi-colon.
    • red;blue;green shows individual items for "red", "blue" and "green".
    • If you want different v1alues to appear in the email and results screen, use the following format: 1:red;2:blue;3:green which shows, in the results page, "1", "2", "3".
  15. For "select" form fields, you can choose whether users can choose multiple options by checking the "Allow multiple selection" box.
  16. Assign a weight for the form field. Higher numbers fall to the bottom, lower numbers rise to the top.
  17. Choose whether the form field is required. If this box is checked, it will let the users know when they submit that they forgot to add data to that item.
  18. Choose a validation function.
    • "url" checks to see if the data submitted by a user is a valid URL
    • "input_data"
    • "email address" checks to see if the data submitted is a valid email address. Note that it does not check to see if the email address exists, just that it's properly formed as an email address.
  19. Click "Save field"
  20. Repeat instructions 10-19 for each form item you wish to add.

Test your survey by viewing it and typing in some fake data.

Viewing Survey Responses

  1. access the survey's page, either through administer » content then the "view" link next to the survey or by clicking on the survey's title
  2. click on the responses tab
  3. click "view" next to each response you wish to look at
    • alternatively, click the download to excel sub-tab to open the file in Microsoft Excel (or your spreadsheet program of choice). You may need to save it to your computer before calling it up in your program.

Redirecting to a Different Page After Answering a Survey

In step #5 above in creating a survey, you have the option of redirecting to a 'thank you' page. This can be any page on your site, and can be a page that you added a URL alias for. It can even be a followup survey. Once you've created two surveys:

  1. copy the path of the one you want as a followup (that is, the part of the URL after your domain, so if your second survey exists at http://www.example.com/second-survey then the path you would use is second-survey)
  2. go back to the original survey, which can be accessed through administer » content or through the edit tab of the survey's page
  3. paste in the path to the box for Path for "thank you" page:
  4. Click "Submit".