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CMS: Survey Options

  • Updated

Applies to: This article is for customers using CMS Module. If your organization uses the Content Legacy Module, refer to the corresponding article for that module.

Option 1: Survey Widget

The Survey widget allows you to collect feedback, opinions, and responses directly from visitors on your website. Follow the steps below to add and configure a Survey widget.

Add the Survey Widget

  1. Open your website in the editor and navigate to the page where you want to add the survey.
  2. Click Add Section.
  3. Select Designed.
  4. Open the TeamSideline category.
  5. Select Survey to insert the widget onto the page.
  6. Position the widget where you would like it to appear.

Configure Survey Submissions

To ensure survey responses are delivered to the appropriate administrators:

  1. Select the Survey widget on your page.
  2. Select the Widget > Content
  3. Enter the email address(es) of the administrator(s) who should receive survey responses. If multiple recipients are supported, enter each email address as instructed by the widget.
  4. Save your changes.

Important: The first time you use a new notification email address, a confirmation email will be sent to that inbox. The recipient must click the one-time confirmation link before survey submissions can be delivered to that email address.

Publish Your Changes

  1. Preview the page to verify the survey appears and functions as expected.
  2. Click Publish to make the survey available to website visitors.

Tip: Add your survey to high-traffic pages, such as your homepage, registration pages, or contact page, to maximize participation.

Option 2: Advanced Form

The Advanced Form widget in the TeamSideline Editor allows you to create basic surveys, feedback forms, questionnaires, and registration follow-ups directly on your website.

Add the Advanced Form Widget

  1. Open your site in the TeamSideline Editor
  2. Navigate to the page where you want the survey displayed
  3. From the left panel, locate the Advanced Form widget
  4. Drag and drop the widget onto the page

Add Survey Questions

  1. Click on the form
  2. Click on the box around the starter questions (called Inner Column)
  3. Click the +
  4. Drag and drop the elements you want added to your survey.

Common field types include:

  • Radio Buttons — Single choice questions
  • Checkboxes — Multiple choice questions
  • Dropdowns — Long option lists
  • Short Text — Brief written answers
  • Paragraph/Text Area — Longer written responses

Edit Survey Questions

  1. Click on the box for the element you added
  2. Edit the Field Title and Placeholder text in the pop up to the right
  3. Choose if you want to make it required or not
  4. Drag and drop the sizing of the element as you want.

Example Survey Questions

How satisfied are you with registration?

  • Very Satisfied
  • Satisfied
  • Neutral
  • Unsatisfied

What can we improve?

  • Paragraph/Text Area

Organize the Survey

For longer surveys, use text widgets to separate sections such as:

  • Registration Experience
  • Communication
  • Scheduling
  • Website Feedback

This helps make the survey easier to complete.

Make Questions Required

To require an answer:

  1. Click the field
  2. Open field settings
  3. Enable Required

Required fields help ensure important questions are completed before submission.

Configure Form Submission Settings

  1. Click the form
  2. Open Settings
  3. Configure:
    • Form Name
    • Notification email addresses
    • Confirmation/success message
    • Integrations

Integrations

The Advanced Form widget can integrate with several third-party tools to help manage survey responses and automate workflows.

Depending on your site configuration and subscription level, available integrations may include:

  • Google Sheets — Automatically send responses to a spreadsheet
  • Mailchimp — Add respondents to email marketing lists
  • Zapier — Connect form submissions to thousands of external applications
  • Google Drive — Store uploaded files and responses
  • Slack — Send internal notifications when forms are submitted

Integrations can typically be configured from the form settings or site dashboard integration settings.

View and Export Responses

Survey responses can be viewed and exported from the Site Dashboard.

To Export Responses

  1. Open the Site Dashboard by clicking the 3 lines in the top menu bar all the way to the left.
  2. Navigate to Form Responses
  3. Select the survey form
  4. Click Export to CSV

This allows responses to be reviewed in Excel or other spreadsheet tools.

Best Practices

For the best response rates:

  • Keep surveys short whenever possible
  • Use mostly multiple choice questions
  • Limit surveys to one primary topic
  • Make forms mobile friendly
  • Only require necessary questions

Common Uses

The Advanced Form widget works well for:

  • Season feedback surveys
  • Registration experience surveys
  • Volunteer feedback
  • Coach evaluations
  • Event follow-up forms
  • Website feedback surveys

Additional Notes

The Advanced Form widget is best suited for basic to moderate surveys. Organizations needing advanced analytics, extensive reporting, or complex survey logic may prefer to embed a third-party survey platform into their TeamSideline site.