Survey Process

I have scheduled a survey to be emailed – can I unscheduled it or change the date?
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...
Mon, Mar 22, 2021 at 8:58 AM
Can I send my survey to a partial or targeted recipient list?
A. Yes, you can send a survey to a filtered portion of an existing recipient list. After selecting a recipient list in your survey, filter the list to the a...
Mon, Mar 22, 2021 at 9:02 AM
What will my audience see when they take a poll?
A. Your audience will be able to see the current results of the poll before and after they respond. You can decide to show these results in a Pie Chart o...
Mon, Mar 22, 2021 at 9:22 AM
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?
With the collection of information from your customers/donors through a Survey or you might be interested in collecting sensitive information from your Atte...
Fri, Jan 6, 2023 at 2:40 PM
How do I see sensitive information collected from a survey respondent?
For questions marked as “Sensitive Information” only the last four digits or characters of the answer will display in the Survey Results Grid. Admi...
Fri, Jan 6, 2023 at 2:42 PM