Survey/Forms - General Information

Find generic information about our survey product here.

Can I offer an incentive for people to take my survey?
Yes, you could offer something like a coupon code for an event for anyone who completes the survey. The coupon code would be delivered in the thank you mess...
Fri, Oct 28, 2022 at 12:17 PM
Can I personalize my thank you message with mail merge fields?
Yes, any personal information that you bring into DonorView for your recipients will be available as a mail merge field in your thank you message.
Fri, Mar 19, 2021 at 2:46 PM
What are the different ways that I can distribute my survey or poll?
You can email your survey, put it on your website or post it on social media.
Fri, Mar 19, 2021 at 2:50 PM
Can I schedule my survey to be sent at a later date?
Once you have completed the steps in the survey wizard, you can specify when to email the survey on the Schedule or Send step. Check the box to confirm ...
Fri, Jan 29, 2016 at 1:25 PM
I have scheduled a survey to be emailed – can I unscheduled it or change the date?
If you have a scheduled survey that you need to change, select the survey from the Survey List screen. On the Schedule or Send step of the Survey Wizard, se...
Mon, Mar 22, 2021 at 8:58 AM
Can I send my survey to a partial or targeted recipient list?
A. Yes, you can send a survey to a filtered portion of an existing recipient list. After selecting a recipient list in your survey, filter the list to the a...
Mon, Mar 22, 2021 at 9:02 AM
What will my audience see when they take a poll?
A. Your audience will be able to see the current results of the poll before and after they respond. You can decide to show these results in a Pie Chart o...
Mon, Mar 22, 2021 at 9:22 AM
Survey Text Message Subscriptions
Text Message subscriptions can now be added as a Survey/Form Question. While setting up the standard Phone Constituent question you will find a new setting,...
Tue, Jan 25, 2022 at 11:07 AM
Can I Import Survey results?
Yes, if you navigate to Workspace>Survey/Forms>Survey/Forms List you will be able to download the Import Template for your selected Survey, populate t...
Thu, Feb 17, 2022 at 8:12 AM
In-Kind Donation Survey Question
If you wish to collect details about a Constituent’s In-Kind donation, you will find an In-Kind question type that can be inserted into your Survey/Form. On...
Thu, Oct 6, 2022 at 8:50 AM