Survey Process
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
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
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
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
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
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
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
Directly above the preview of the survey, at the very right of the page there is a “Reset” button. Click the “Reset” button and the survey will change b...
Thu, Jan 28, 2016 at 11:15 AM
In the top section of the Survey Info step, you will see three blank textboxes labeled “Name”, “Tags”, and “Description”. In the “Name” box, fill in the nam...
Fri, Mar 19, 2021 at 10:45 AM
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