1. You can consider two workflow options, to send the survey prior to the P2P signup or after.
  2. If you need to collect information as a screening process prior to the participants accessing the campaign sign up, then create a survey and send it to prospective fundraisers.
    1. If you need to review the survey information prior to releasing the information, you can use the Enable Internal Review feature to screen the candidates.
    2. If you do not need to screen the candidates, you can include the link to register for the 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 event sign up, you can include the link to the survey as part of the initial invitation message, or if the P2P campaign is linked to an event, you can include it in the registration thank you message.