How to Survey Alumni

Create Survey Forms in Form Builder Lite 

Design one or more forms to collect all of the information you need from your alumni. 

1. Go to the Program Setup | Customization environment
2. Click the (+) icon in the upper right corner of the forms table
3. Click Create Form
4. Enter a name for the form
5. Choose the Other document type
6. Click the (+) icon to add fields to the form
   • Read more about creating forms using form builder lite here
7. Once the form is completed, click Publish in the upper right corner

Send the Survey to Alumni through Experiential Learning Cloud

Using the communications hub, create a task and send it out to alumni en masse. 

1. Go to the Program Management | Staff & Students environment
2. Search for your own account and open your user record
3. Go to programs and click the (+) to add yourself to the alumni program associated with your program
4. Log out and log back in for the updated program association to take effect
5. Click the envelope icon in the upper right corner of your screen
6. Click Compose, then Task
7. Click Recipient Groups
8. In the role filter, select Alumni
9. In the program filter, select the Alumni program associated with your program.
10. Fill out the subject line and the body of the message 
11. Click the large (+) icon at the bottom of the communications hub to attach a document
12. Indicate that you would like to attach a New User Document, containing a Form and select the form that you would like to attach. 
13. The document should be About [whoever receives this task] and it should be associated with the alumni program.
14. Click submit to attach the document to the message
15. Click send to send the message
16. To protect alumni privacy, return to your user record in the Staff & Students environment and remove the alumni program from your record. 

Review Alumni Survey Data

In the days or weeks after you have sent out the task to your alumni, you can run a raw form data report to review the results. 

1. Go to the Program Management | Supervision environment
2. Go to the Reports tile and click Run reports
3. Go to the #402 Raw Form Data report and click Run
4. Select the survey form you'd like to review
5. Select any form fields you'd like to review
6. Click Generate Microsoft Excel to pull any data collected from this survey into a spreadsheet
7. Analyze the results as necessary