Survey/Forms List Page - Creating Surveys

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

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
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
How do I hide sensitive information collected from a survey respondent?
Some information collected from a survey might be considered "sensitive". Examples of sensitive information include drivers license number or soci...
Mon, Aug 18, 2025 at 10:32 AM
How do I see sensitive information collected from a survey respondent?
The Survey/Forms Results grid will display the last four characters of the information that was added for text and date fields. Note that if you use a custo...
Mon, Aug 18, 2025 at 10:32 AM
How does the Identify Verification feature work for a survey?
You can use the identity verification feature to allow survey respondents to skip questions if they already have a constituent record created. On the Su...
Wed, Apr 8, 2026 at 3:49 PM