Help center/Surveys/Forms Module/Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms
Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms
What is the Survey/Forms List Grid?The Survey/Form List grid is where you can begin building your surveys as well as edit existing surveys. It is found in the Workspace menu, in the Surveys/Forms module by clicking on Surveys/Forms List. The grid will show information about all the surveys that have been created.…How do I create a basic survey, application, or other form?You can create a new survey, application, or form from scratch by clicking on +New, then choosing Survey/Form. You can also copy and existing survey by highlighting that row and using the Actions menu and choosing Copy Survey/Form or you can use a survey from the library by sele…What types of questions can I include in my survey?To see the different types of questions that are available to add to your survey, from the Questions tab, click on +Question. There are many different question types available for your survey. There are two main categories of question types: Generic and Constituent Field. Generi…How do generic question types work in a survey or form?Generic question types allow you to collect information and responses to questions that will not update or affect a constituents record. They include: - Currency - Document Upload - Email Address - Image - Instruction - Multiple Lines of Text - Multi-Select Checkboxes - Multi-Se…How do Constituent Field questions work in a survey or form?If you would like to link the survey responses to a specific constituent, for example for a membership or volunteer application, you will choose the top Question Type of Constituent Field. Once Constituent Field is selected as the question type, you will see a new dropdown list…How do I send a survey or form to an email list?You may want to send a survey to a specific group of constituents, for example sending a post-event survey to all your event attendees. Be sure to create your email list(s) so that they are available to select when ready. You can learn more about creating email lists in the http…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, select the Cancel Schedule button. The survey will no longer be scheduled and you can either send it immediately or set up a…What is the difference between a survey and a poll?A survey is typically made up of multiple questions while a poll is a one-question survey. Not all survey question types are available for a poll. Question types such as contact information or text responses are not allowed as polls but single choice questions, ratings, and nume…How do I create a poll?A poll is a unique survey tool that asks just one question. Once the respondent submits their response, they see a graph showing the breakdown of all the responses so far. To create a poll, from the Survey/Form List grid, click on +Newand then Poll. The poll is created in a simi…Why don’t I see all question types on my poll?Polls are one question that is meant to measure the overall opinion of your audience. They are not used to get detailed or very specific information. Therefore, only the following question types are available for a poll: - Single-select option buttons - Single-select dropdown -…Can I preview or see the questions in a particular survey without editing it?Yes, you can select either Preview or Print from the Survey List to view the questions. The Preview option will walk you through the survey as if you were taking it. It is only available for those surveys that are sent via an email campaign. This is the same way that your recipi…Can I edit a survey?If your survey or poll status on the Survey/Form List page is In Progress, then you can edit any details within the survey. To edit an In Progress survey, select the appropriate survey or poll and click on View/Edit at the top of the grid. If your survey has been distributed by…Can I re-use a survey or poll that I’ve already sent?Yes, you can copy an existing survey or poll, make any necessary changes and share or send this new survey. To do this, go to the Survey/Form List and select the survey that you would like to reuse. From the Actions menu, click on Copy Survey/Form. A window will open to name the…Can I publish a survey or poll directly to my website?Yes, AssociationSphere provides you with a unique URL and the HTML code needed in order to publish your survey or poll directly to your website. You can copy/paste the URL into a text link or button on your website. See this article for more information about ways to share your…What are the different ways I can share my survey or poll?On the last step for creating a survey is the Schedule or Send tab which automatically creates a custom URL and QR code for your page. There is also an Embed Code which can be copied from the Surveys/Forms Lists grid to be embedded into your website. See more information below.…Can I allow recipients to take this survey more than once?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.Can I choose when I want my survey to be active?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 the Start Date, End Date or both by using the calendar and clock images next to the fields. You can also end a survey after yo…Will my survey appear with all questions on one page or will each question be on its own page?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 this checkbox is checked, then your survey questions will appear one right after the other on a single page. You can decide if…Can customize or edit the colors and fonts in my survey styling?Yes, during setup you can customize the colors and fonts and you can go back at any time to edit the survey styling. Be sure to check the box for “Apply these themes to Welcome & Thank You Messages” if you want to update those with the new color selections. Click on the tab for…Can I see all of my questions and answers at one time?You can show your answers by clicking the grey Show Answers button located just above the first question on the right side of the page. By default, the page displays with Hide Answers activated. If you have marked Show Answers and you navigate away from the page, when you return…How do I know when someone takes the survey?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 to five different email addresses, separated by semicolons. Each of these email addresses will receive a notification when a…Does my logo or company name appear on my survey or poll?You can decide for each survey or poll whether to show your logo or company name or not. To make this selection, go to the Header tab on the Survey Styling step in the Survey Wizard. There is a checkbox labeled Show Default Logo. Check the box to include your default logo. The l…Is there a progress bar that will let survey participants know how far along they are?You can decide for each survey whether to show a progress bar or not. To make this selection, go to the Header tab on the Survey Styling step in the Survey Wizard. There is a checkbox labeled Show Progress Bar. Check the box to include a progress bar. If the box is not checked,…Do I have to setup a Recipient List before I create the survey?It is convenient if you have an email list already established before you reach this step in the survey/forms wizard if you are planning to distribute your survey via email. However, it is not required. The Attach Recipient List tab has all the same functionality that the Contac…Why don't I see the Welcome Message tab?The welcome message tab is only visible when the Distribute via email campaign toggle is set toYES on the Survey/Form Settings tab. You will need to clickSave orSave & Nextto refresh the page to show that tab. The Welcome Message is the email that the email recipient receives an…How do I place a new question before or after an existing question?Check the box Specify placement of question when creating or editing a question to show where the question will appear. Select the button to choose whether you would like it to appear Beforeor Afteranother question that has already been created. You can select that question from…I want to change the placement of my question, can I do that?Yes, you can do that by viewing the survey questions page. Place your mouse over the question that you want to move. Once you do this, a few grey option buttons will appear. To move your question upward, click the upward arrow that appears when your mouse hovers over the specifi…How do I edit a question I have already created?You can edit a question you have already created by going to the Questions tab. Place your mouse over the question that you would like to edit. Once you do this a few grey option buttons will appear. Click the Edit button to open the question and make changes. Note that editing…Can I go back and change the type of question, after I have already created the question?No, you cannot change the type of question you have created. For example, if you created a single-select table, you cannot go back and change it to a multi-select table. However, there is one exception, single-select dropdown and single-select option buttons can be switched by s…How do I delete a question that I have already created?You can delete a question by going to the survey questions page. Deleting a question will also delete any responses to that question that have already been received. Place your mouse over the question that you would like to delete. Click the “Delete” button on the right side of…How do I add logic into my survey or form?The Add Logic button allows you to direct your survey taker to a specific question according to an answer that they provided. For example, if they were dissatisfied with the service, they can be directed to a question asking what they were dissatisfied with specifically. If they…Why are some of my question numbers in green?The questions that are green, rather than blue, indicate that the skip logic has been setup for that question. You will see the Edit Logic button when you hover over that question.Can I remove the logic from a question?Yes, if you have setup the skip logic for a specific question, you can easily change or remove it. Place your mouse over the question and select either the Edit Logic button to change the logic or the Reset Logic button to remove the logic. If you edit the logic, the window will…Why is the Add Logic button not on every question?The Add Logic option is only available for questions with a definitive single answer, so only two question types: - Single-select option buttons - Single-select dropdown For questions without specific answer choices, it will not be available. For example, a single line of text q…Can I offer an incentive for people to take my survey?Yes, you could offer something like a coupon code for an event for anyone who completes the survey. The coupon code would be delivered in the thank you message they receive when they complete the survey.How do I create a payment option in a survey?The Constituent Field question type “Payment” has an option to process payments. These payments can either be a Fixed Price, for example an application fee, or you can set it to Make a flexible amount where the respondent writes in an amount to pay or donate. There is also an op…How do I add text message subscription options to my survey or form?Text Message subscriptions can be added as a Survey/Form Question. While setting up the standard Phone Constituent question you will find a new setting, "Allow Survey Taker to Subscribe for Text Messages". This setting will allow those entering a Mobile phone number to also subs…Can I import survey results?The Actions menu will also allow you to import survey responses, but it will only import for existing constituents. To import, you must create the survey. The import feature will not import all types of questions. It is limited to multiple choice, single line, and multi-line, an…In-Kind Donation Survey QuestionIf 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 the Questions step of your Survey/Form setup, click the “+Question” button in the lower right of your screen. Once on the…How do I hide sensitive information collected from a survey respondent?Some information collected from a survey might be considered "sensitive". Examples of sensitive information include drivers license number or social security number. Sensitive information can be hidden from DonorView users by marking the question type as Sensitive. While setting…How do I see sensitive information collected from a survey respondent?The Surveys/Forms Results grid will display the last four characters of the information that was added for text and date fields. Note that if you use a custom field from the Constituents Fields that is designated as sensitive, you will see the word "Sensitive" in the response co…How does the Identify Verification feature work for a survey?You can use the identity verification feature to allow survey respondents to skip questions if they already have a constituent record created. On the Survey/Form Settings tab, set Use Identity Verification to YES. This will reveal two new options: - Verification Method - this ca…What file types can be uploaded via a survey?File size is limited to 10 MB for each document uploaded. The file types that can be uploaded include pdf, Word doc, jpeg, png, and Excel xls.