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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 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 do I need to enter on a Program’s Thank You Message tab?Here you are able to create a custom Thank You email that will be sent to the person purchasing the enrollment. There is a default version of the message that you can select to use or if you click on the blue, “Edit Mess…Overview & Setup · 1 min readAdvanced Page Designer - Thank You MessageThe Thank You Message tab allows you customize the message the constituent sees as soon as the complete their transaction. It is also emailed to the constituent. If your page only accepts one-time donations, you will see…Donation Pages · 1 min readMembership Thank You Message TabOnce your templates are complete you can click the “ Save & Next ” button to continue onto the next step.Membership Page Setup · 2 min readYouth Member Fee SetupThis step allows you to customize the Thank You message that the Youth Member’s Head of Household will see after the fee is submitted. By default, the message includes: - Standard text and colors - Purchase details To ma…Youth Membership Enrollment · 3 min readHow do I change the thank you message?How do I change the thank you message?Creating and Editing Events - Event Pages · 1 min readHow do I change the thank you message?If your page only accepts one-time donations, you will see one message to edit. If your page allows the set-up of recurring donations (pledges), you will see a second tab for the recurring donations. The first donation m…Donation Pages · 1 min readWhat is the Event Thank You Message tab used for?How to edit the event thank you message. The thank you message will be what the registrant (purchaser) sees after they submit the event form and a copy of it will also be emailed to the registrant. If you have allowed pa…Creating and Editing Events - Event Pages · 2 min readAuction Page - Thank You MessageOn the Thank You Message tab you can edit the default thank you message that is generated. This email is only sent to auction participants who win an auction item, make a donation, purchase and add-on, or participate in…Auction Pages · 1 min readHow do I create a payment option in a survey?The Constituent Field question type “ Payment ” has an option to process payments. These payments can either be a Fixed Price , for example an application fee, or you can set it to Make a flexible amount where the respon…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 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 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 readSimple Donation Page - Thank You MessageThe Thank You Message tab allows you customize the message the constituent sees as soon as the complete their transaction. It is also emailed to the constituent. If your page only accepts one-time donations, you will see…Donation Pages · 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 read