Survey/Forms List Page - Creating Surveys

Provides the instructions for creating surveys, forms, polls, and applications.

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
Will my survey appear with all questions on one page or will each question be on its own page?
You can display your survey either way. There is an option on the Survey Settings step in the Survey Wizard called Show survey/form on a single page. If thi...
Fri, Oct 28, 2022 at 11:25 AM
How do I know when someone takes the survey?
On the Survey Settings step in the Survey Wizard, there is an option called Notify when survey/form is submitted. Once you check this box, you can enter up ...
Fri, Oct 28, 2022 at 11:28 AM
How do I save the information I entered on the Survey Info page?
Click Save to save your selections and continue working on the page. Click Save and Next to proceed to the next incomplete tab.
Fri, Oct 28, 2022 at 11:30 AM
What do I do on the Survey Styling step of the Survey Wizard?
The Survey Styling step allows you to customize the appearance of your survey, form, application, or poll. You can change colors, font, etc. and make the su...
Fri, Oct 28, 2022 at 11:45 AM
How do I style my survey using different fonts and colors?
Once you are on the Survey Styling step, you can begin to style your survey to your liking. Underneath the survey styling page title, you will see six tabs:...
Fri, Oct 28, 2022 at 11:50 AM
Can I skip the survey styling step if I already like the appearance of the default survey theme?
Yes, you can skip the survey styling step if you are content with the default survey theme. Make sure you click the green Save & Next button at the bott...
Fri, Oct 28, 2022 at 11:52 AM
Can I go back and adjust the colors and fonts later on?
Yes, you can go back at any time to edit the survey styling. Be sure to check the box for “Apply these themes to Welcome & Thank You Messages” if you wa...
Fri, Oct 28, 2022 at 11:55 AM