Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications
Provides the instructions for creating surveys, forms, polls, and applications.
The Survey/Form List grid is where you can begin building your surveys as well as edit existing surveys. It is found in the Workspace menu, in the Surveys/F...
Wed, Jun 17, 2026 at 2:18 PM
You can create a new survey, application, or form from scratch by clicking on +New, then choosing Survey/Form. You can also copy and existing survey by high...
Fri, Jun 19, 2026 at 11:19 AM
To see the different types of questions that are available to add to your survey, from the Questions tab, click on +Question. There are many diffe...
Thu, Jun 18, 2026 at 5:02 PM
Generic question types allow you to collect information and responses to questions that will not update or affect a constituents record. They include: Cur...
Thu, Jun 18, 2026 at 5:02 PM
If you would like to link the survey responses to a specific constituent, for example for a membership or volunteer application, you will choose the top Que...
Thu, Jun 18, 2026 at 5:13 PM
You may want to send a survey to a specific group of constituents, for example sending a post-event survey to all your event attendees. Be sure to create yo...
Thu, Jun 18, 2026 at 10:02 AM
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...
Fri, Jun 19, 2026 at 4:03 PM
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...
Fri, Jun 19, 2026 at 9:53 AM
A poll is a unique survey tool that asks just one question. Once the respondent submits their response, they see a graph showing the breakdown of all the re...
Fri, Jun 19, 2026 at 12:06 PM
Polls are one question that is meant to measure the overall opinion of your audience. They are not used to get detailed or very specific information. Theref...
Fri, Jun 19, 2026 at 11:47 AM