How do I find and edit an existing survey I created?

If you would like to reuse an existing survey but make some changes to it, you can do so by following these instructions. 

Step 1: Click here to login to your eReference Check account.

Step 2: Select SURVEYS from the menu on the left hand side and then click on the survey you wish to make some changes to

 

 

Step 3:  Select the ACTION drop down menu and then Create a Copy.

 

 

Step 4: You will notice that the name of the survey indicates it's a copy. Make any changes you wish to the survey and then click SAVE.

 

Step 5: If you are ready to use this new survey, click here for instructions on how to send an eReference request.


Have questions? Please email help@charityvillage.com.

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