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Responding to surveys

Your org's leadership uses surveys to keep a pulse on chapter morale, member satisfaction, and risk signals. When a survey is published to your org and you haven't yet responded, it shows up on your Membership Health page and waits for you to fill it out.

survey card on the Membership Health page survey card on the Membership Health page

Where to find a survey​

  • Membership Health page (sidebar → Membership Health). Active surveys you can answer are listed at the bottom of the page in a "Surveys" card.
  • A notification fires when a new survey is published and you're in scope.

Click a survey to open the response form. The URL pattern is /chapter/retain/surveys/<id>.

Question types​

A survey is a list of questions, in order, with one of four formats:

  • Text — free-form long-form answer.
  • Rating — pick a number from 1 to 5.
  • Multiple choice — pick one of the org-defined options.
  • Yes / No — radio toggle.

Required questions are marked with a red asterisk.

Step-by-step​

  1. Open Membership Health in the sidebar.
  2. Scroll to the Surveys section.
  3. Click the survey title.
  4. Answer the questions in order.
  5. Click Submit Response.

You're redirected back to Membership Health, and the survey disappears from your available list.

One response per survey​

Each member can respond to a survey once. There is no draft / save-for-later flow today — your answers exist only in the form's local state until you click Submit Response. If you close the tab or navigate away mid-survey, you'll have to start over.

After you submit, your response is final. There's no edit-after-submit option for members.

Who sees your response?​

Your response is attributed. When you submit, the system records which member said what — your identity is stored alongside your answers. This is intentional: Retain is built for follow-up coaching, attendance-tied check-ins, and individual retention scoring, all of which require knowing who responded.

What that means in practice:

  • The dashboard your officers and national admins look at most is aggregated by question (averages, distributions, counts). Names aren't on the chart.
  • Individual response rows — including your name — are visible to your org admin and the platform team.
  • The platform deliberately does not offer an "anonymous survey" mode. If you're being asked about something sensitive (mental health, harassment, etc.), Retain is the wrong tool — your org should use a third-party anonymous service (Typeform, Google Forms, etc.) for that.

If you don't want a particular answer attributed to you, you can decline to submit that survey. Skipping a survey is always an option.

Errors and edge cases​

  • "You have already responded to this survey." You can only submit once. If you think your answer was wrong, ask your org admin to clear your response (admin action — not self-service).
  • Survey closed. If the org's submission window has expired between when you opened the page and clicked submit, you'll see an error. The survey also disappears from your available list once it's closed.
  • Survey not for your role. Some surveys target a specific membership role (e.g., president only). If a survey doesn't apply to you, you won't see it.

Mobile differences​

The form works identically on iOS and Android. Long text fields use the native keyboard with autocorrect on. Pull-to-refresh from the Membership Health page picks up newly published surveys.

What officers and admins see that you don't​

  • National admins create surveys, define the question list, set target roles, and open / close the response window.
  • Chapter officers and admins see the aggregate retention dashboard and alerts that the survey responses feed into — they do not author new surveys themselves.
  • Officers and admins see KPI rollups and trends derived from responses; the raw per-member text answers are not surfaced in their standard dashboard.

Last verified against v0.62.1 (2026-05-11).