Survey/Forms - General Information

Find generic information about our survey product here.

Can I personalize my welcome message with mail merge fields?
Yes. The merge fields that are available to use will depend on how your email list was created. For example, if your list was created from the events grid, ...
Fri, Oct 28, 2022 at 4:25 PM
How do I preview my welcome message?
You welcome message tab will include a preview of your message. If you would like to edit, click the blue Edit button to open the email editor. In the email...
Fri, Oct 28, 2022 at 4:27 PM
How do I save my welcome message?
Once you are satisfied with your welcome message, click the green Confirm button the save the message and proceed to the next step.
Fri, Oct 28, 2022 at 4:29 PM
What do I do on the Questions step of the Survey Wizard?
The Questions step is where you add and edit the questions that will appear on your survey or poll.
Fri, Oct 28, 2022 at 4:31 PM
What types of questions can I include in my survey?
You can create questions using these formats: Constituent Field - Select from one of the many fields available on the constituent's profile. When the ...
Fri, Oct 28, 2022 at 5:12 PM
Why don’t I see all question types on my poll?
Polls are typically one question that is meant to measure the overall opinion of your audience. They are not used to get detailed or very specific inform...
Fri, Mar 19, 2021 at 12:55 PM
How do I create a question?
You can create a question by following these steps: You can create questions by clicking the green “+Question” button that is located at the bottom right ...
Sun, Jul 16, 2023 at 4:35 PM
How do I save my question?
After you have completed your question look at the bottom right of the page, click the green Save Question button. You will then be navigated back to the su...
Mon, Oct 31, 2022 at 9:12 AM
How do I make an answer to a specific question required?
 To make an answer required, check the box that says Make the answer to this question required. Your survey taker will be required to enter a response befor...
Mon, Oct 31, 2022 at 9:16 AM
How do I place a new question before an existing question?
Check the box Specify placement of question when creating or editing a question to show where the question will appear. Select the button to choose whether ...
Mon, Oct 31, 2022 at 9:21 AM