Survey Process

Can I save my color selections to use on future surveys or polls?
Yes, after you are happy with your color selections, you can click on the Save Current As… button next to the Select Theme drop down box. You can enter the...
Thu, Jan 28, 2016 at 3:47 PM
How do I save my survey styling?
You can save your survey styling by clicking the green “Save Survey Styling” button that is located at the bottom right corner of the page. This will sa...
Thu, Jan 28, 2016 at 3:48 PM
What do I do on the Attach Recipient List step of the Survey Wizard?
The Attach Recipient List step is where you select what recipient list will receive the survey if you choose to distribute it via email on the Survey In...
Thu, Jan 28, 2016 at 3:49 PM
How do I select a recipient list to receive my survey or poll?
Once you are on the Attach Recipient List step, select a list in the list column on the left of the page. The recipients for that list will appear on the...
Fri, Mar 19, 2021 at 12:36 PM
Do I have to setup a Recipient List before I create the survey?
 If you do not have the Recipient List already setup in DonorView, you can create it on the Attach Recipient List step of the Survey Wizard. The same funct...
Thu, Jan 28, 2016 at 3:49 PM
What do I do on the Welcome Message step of the Survey Wizard?
The Welcome Message step allows you to customize your message that recipients will see when they receive your email.
Thu, Jan 28, 2016 at 3:50 PM
What is a Welcome Message?
The welcome message is the message that will appear when recipients receive the survey or poll via email or click on the link on your social media site....
Thu, Jan 28, 2016 at 3:50 PM
How do I edit my Welcome Message?
When you arrive at the Welcome Message step, a sample welcome message will appear. This is what recipients will see when they open your email. To edit t...
Thu, Jan 28, 2016 at 3:51 PM
I don’t know how to use HTML, will I still be able to edit my welcome message?
If you do not know how to use HTML, the page is already set up for you to easily use without having to edit your welcome message using HTML. This page is...
Fri, Mar 19, 2021 at 12:41 PM
Can I personalize my welcome 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 welcome message.
Fri, Mar 19, 2021 at 12:42 PM