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How do I create a payment option in a survey?…Constituent Field question type “ Payment ” has an option to process payments. These payments can either be a Fixed Price , for example an…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readHow do Constituent Field questions work in a survey or form?…to update their record. Accepting Payment The Constituent Field question type “ Payment ” has an option to process payments. These payments…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 6 min readWhat types of questions can I include in my survey?…ecord in kind donations and accept payments within the survey. You can learn more about the options available in Constituent Field questions…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 7 min readHow do I create a basic survey, application, or other form?…rtially completed responses. - End survey/form after a number of completed surveys/forms - if you wish to place a cap on the number of respo…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 11 min readHow do generic question types work in a survey or form?…+add column to add the evaluation options. On the survey, the respondent can choose only one option for each row. However, they can make th…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 8 min readCan I edit a survey?If your survey or poll status on the Survey/Form List page is In Progress, then you can edit any details within the survey. To edit an In Pr…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readCan I offer an incentive for people to take my survey?Can I offer an incentive for people to take my survey?Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readCan I choose when I want my survey to be active?Can I choose when I want my survey to be active?Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readCan I re-use a survey or poll that I’ve already sent?Can I re-use a survey or poll that I’ve already sent?Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readMembership Settings TabAttach Membership Application - When set to YES , a survey/form can be connected to the membership page for a member to submit after completing the membership page transaction. Application - Select which Survey/Form you…Membership Page Setup · 14 min readHow do I add text message subscription options to my survey or form?…ge subscriptions can be added as a Survey/Form Question. While setting up the standard Phone Constituent question you will find a new settin…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readCan I allow recipients to take this survey more than once?Can I allow recipients to take this survey more than once?Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readWhat types of surveys and forms can I create?Polls, which are limited to one multiple choice question, can also be sent via email or can be shared with a custom URL or QR Code. One-question polls are not available for internal-only. Once a poll respondent submits t…Surveys/Forms - General Information · 2 min readIn-Kind Donation Survey QuestionNote: Along with the “In-Kind Donation” Question we also recommend that you collect “Name and Email” so the In-Kind Donation can be placed within the correct Constituent’s record. On the survey the respondent will see th…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 2 min readWhat is the difference between a survey and a poll?…will not be shown the results of a survey. Surveys can gather more detailed information and will save the responses into the constituent's r…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readWhat are the steps to create & distribute a survey or poll?You will begin by creating your survey or poll from the Survey/Forms Lists page using the +New option, making a copy of an existing survey u…Surveys/Forms - General Information · 2 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 is also an Embed Code which can be copied from the Surveys/Forms Lists grid to…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 2 min readCan I preview or see the questions in a particular survey without editing it?…to view the questions. The Preview option will walk you through the survey as if you were taking it. It is only available for those surveys…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readHow can I activate a review process for survey or application submissions?…issions, you can do this two ways. Option 1: 1. Once the form has been submitted, from the Surveys/Forms Results grid, you can use the Tools…Surveys/Forms Results - View Survey Responses · 4 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 read