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
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
How can I reset the survey styling preview if I want to start over?
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
How do I fill out the Survey Info step?
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