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How do I create a basic survey, application, or other form?…term "survey" when describing the steps, however the same steps apply regardless of what type of form you are creating. The first step in c…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 21 min readAdding the Guest Form/Survey to your Thank You Message…sert that link into your Thank You Message. This survey will only be connected to the record of the registrant, not any of their guests. Ope…Creating and Editing Events - Event Pages · 2 min readHow do I send a survey or form to an email list?…w tabs, Attach Recipients List and Welcome Message . After completing the Questions and Survey/Forms Styling steps, next step is on tab Atta…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 4 min readSurvey/Forms Module Overview…e a template from the library. The Survey/Forms wizard is similar to other page builders and has a step-by-step process you walk through to…Surveys/Forms - General Information · 2 min readHow do I create a Guest Form/Survey?…to your "Event Purchase" Thank You Message tab. On the Guest Form tab, you will be creating a survey of questions that you need the purchase…Creating and Editing Events - Event Pages · 2 min readWhat are the steps to create & distribute a survey or poll?…completed using a similar step-by-step process used for other pages. A basic survey that will not be distributed via email includes the ste…Surveys/Forms - General Information · 2 min readWhy don't I see the Welcome Message tab?The welcome message tab is only visible when the Distribute via email campaign toggle is set to YES on the Survey/Form Settings tab. You wil…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readHow do I know when someone takes the survey?On the Survey Settings step in the Survey Wizard, there is an option called Notify when survey/form is submitted. Once you check this box, y…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readHow do I add text message subscription options to my survey or form?Text Message subscriptions can be added as a Survey/Form Question. While setting up the standard Phone Constituent question you will find a…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readI have scheduled a survey to be emailed – can I unscheduled it or change the date?…hat you need to change, select the survey from the Survey List screen. On the Schedule or Send step of the Survey Wizard, select the Cancel…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readIs there a progress bar that will let survey participants know how far along they are?…ction, go to the Header tab on the Survey Styling step in the Survey Wizard. There is a checkbox labeled Show Progress Bar . Check the box t…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readDo I have to setup a Recipient List before I create the survey?…established before you reach this step in the survey/forms wizard if you are planning to distribute your survey via email. However, it is n…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readWill my survey appear with all questions on one page or will each question be on its own page?You can display your survey either way. There is an option on the Survey Settings step in the Survey Wizard called Show survey/form on a sin…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readDoes my logo or company name appear on my survey or poll?…ction, go to the Header tab on the Survey Styling step in the Survey Wizard. There is a checkbox labeled Show Default Logo . Check the box t…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readCan customize or edit the colors and fonts in my survey styling?…an go back at any time to edit the survey styling. Be sure to check the box for “Apply these themes to Welcome & Thank You Messages” if you…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 3 min readSurvey/Forms Overview - Delivery Status and Statistics for Surveys Sent Via Email…livery status and statistics for a survey campaign by going to the Overview page. This page will only display data for surveys sent via emai…Surveys/Forms Overview - For Email Response Rates · 3 min readWhat are the different ways that I can distribute my survey or poll?On the last step for creating a survey is the Schedule or Send tab which automatically creates a custom URL and QR code for your page. There…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 2 min readIn-Kind Donation Survey Question…ype that can be inserted into your Survey/Form. On the Questions step of your Survey/Form setup, click the “+Question” button in the lower r…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 2 min readHow can I link a survey to a P2P campaign if I need more information from the fundraisers?…P2P campaign or event page in the survey’s thank you message. 3. If you do not need to collect the information prior to the campaign or eve…Overview & Setup · 1 min readCan I offer an incentive for people to take my survey?…event for anyone who completes the survey. The coupon code would be delivered in the thank you message they receive when they complete the s…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min read