DonorView

Once you create a new survey (or select one from the library), the Survey Wizard will walk you through each step. The steps are listed at the top of the pag...

On the Survey Info tab, you must provide a name for the survey or poll. If this will be accessible only from within the software, you can check the box...

Once you have filled in all of the information, make sure you save your info. Look at the very bottom right corner of your screen. You will see a green butt...

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...

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.

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...

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...

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 ...

Click Save to save your selections and continue working on the page. Click Save and Next to proceed to the next incomplete tab.

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...