Survey/Forms - General Information

Find generic information about our survey product here.

What is the difference between a survey and a poll?
A survey is typically made up of multiple questions while a poll is a one-question survey.  Not all survey question types are available for a poll. Ques...
Tue, Apr 15, 2025 at 9:31 AM
How do I get to the Surveys page?
Under the Workspace menu, go to the Surveys module. There you have access to the Survey Overview page, the email Contacts lists, the grid with all the surve...
Mon, Oct 24, 2022 at 4:35 PM
Can I have a payment option in a survey?
Yes, when creating your survey you have the option to ask for a credit card payment. This can be a fixed fee, or you can make this flexible so a person can ...
Mon, Oct 24, 2022 at 4:47 PM
How do I create a payment option in a survey?
From the survey page under the Questions setup, select the Question type Constituent Field. Once Constituent Field is selected, you will see option...
Mon, Oct 24, 2022 at 4:48 PM
What are the steps to create & distribute a survey or poll?
Once you create a new survey (or select one from the library), the Survey Wizard will walk you through each step. The steps are listed at the top of the pag...
Tue, Dec 27, 2022 at 11:12 AM
What do I do on the Survey Info step of the Survey Wizard?
On the Survey Info tab, you must provide a name for the survey or poll. If this will be accessible only from within the software, you can check the box...
Tue, Dec 27, 2022 at 12:20 PM
How do I save my survey info?
Once you have filled in all of the information, make sure you save your info. Look at the very bottom right corner of your screen. You will see a green butt...
Fri, Mar 19, 2021 at 10:46 AM
What do I do on the Survey Settings tab?
The Survey Settings step allows you to set options specific to this survey, such as: Determining a start and end date for the survey. If you wish the s...
Sat, Aug 24, 2024 at 5:14 PM
Can I allow recipients to take this survey more than once?
Yes, a constituent can fill out the same survey multiple times. All of their responses will be saved and each survey will have a unique Submission ID.
Fri, Oct 28, 2022 at 10:37 AM
Can I choose when I want my survey to be active?
Yes, you can choose when your survey will start and when it will end. The start date will default to the current date & time. Select a date and time for...
Fri, Oct 28, 2022 at 10:41 AM