How to: Status Page (consultations)

Introduction

The status page is used to share the status of a consultation, and response progress with stakeholders. It is a public page that can be accessed from your SurveyOptic system, which can be shared as a link to other stakeholders for real-time communication, without the need to create an account and password, or repeatedly respond to adhoc email requests.

Steps to Setting Up a Status Page

To set up a status page, click on the Messages tab in the Edit Survey page and find the Status Page text editor. You can create an HTML page using this editor. This can include standard formatting and images. Below is an example status page for a consultation which is open:

In this example there are several pieces of text which have been generated using the substitution functionality built into SurveyOptic. They are: the consultation close date; how many respondents have completed the consultation; and the number of partial responses. Using substitutions here allows the data to be drawn from SurveyOptic and remain current whenever this page is viewed.

1. Include the close date of the consultation by including a "{{closes}}" substitution in the body of the message.
2. Add the number of complete responses by adding a "{{complete}}" substitution in the body of the message.
3. Add the number of partial (or "in progress") responses by adding an "{{inprog}}" substitution.

When complete, your text editor should look something like this:

Below are real-time response rates for this live consultation:

Complete responses: {{complete}}

Partial Responses: {{inprog}}

As a reminder, your consultation will close on {{closes}}

If desired, the status page can also be used to show the final response results of the consultation. See the example below:

This is achieved by using conditional logic substitutions:

1. Wrap the text which is only relevant to an open consultation (in this case the "As a reminder…" sentence) in conditional substitutions, using "{{^closed}}" at the start and "{{/closed}}" at the end. This will hide the wrapped text in the case of a closed consultation.
2. Wrap the text which is only relevant to a closed consultation (in this case the "This consultation is now closed" sentence) in conditional substitutions, using "{{#closed}}" at the start and "{{/closed}}" at the end. (please note the use of the "#" in this instance, instead of a "^" symbol). This will hide the wrapped text in the case of an open consultation, revealing the text once the consultation has been closed.

When complete, your text editor should look something like this:

{{#closed}}This consultation is now closed.{{/closed}}

{{^closed}}Below are real-time response rates for this live consultation:{{/closed}}

Complete responses: {{complete}}

Partial Responses: {{inprog}}

{{^closed}}As a reminder, your consultation will close on {{closes}}{{/closed}}

When you are finished, you will be able to share a link to the status page. To get the link, visit the Surveys page and click on the [Status page] button of your consultation. This opens the page in your browser, from there you can copy the URL and share.

For more information on using substitutions in this way, please refer to our document "Explained – Mustaches".

Notes:

The status page url will change when the survey is linked to a template. In this instance, the new link can be copied from the [Status page] button from the Surveys page as above.

Should you wish to disable the status page, you can do so by removing the text from the status page message editor. If later you wish to re-instate the status page, simply add text back into the message editor and the page will be available again at the same link as before.