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How do I create a basic survey, application, or other form?simplicity, we will use the term "survey" when describing the steps, however the same steps apply regardless of what type of form you are creating. The first step in c…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsWhat is the Survey/Forms List Grid?urveys/Forms module by clicking on Surveys/Forms List. The grid will show information about all the surveys that have been created. Unlike other grids, you cannot move…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsHow do I send a survey or form to an email list?ttps://support.donorview.com/en/support/solutions/articles/9000027843-how-do-i-create-a-basic-survey-application-or-other-form- "How do I create a basic survey, applica…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsHow do I create a poll?estion. 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…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsHow can I set up a review process for volunteer applications?se assigned to perform the review will receive an email like the one shown below with a link to perform the review. Clicking on the link will open the original submissi…Volunteer ApplicationsCreating a single-day volunteer eventunteer events. To learn more about creating events, see this article "How do I create a new event?" Event Settings Tab When creating volunteer events, there are a few f…Volunteer EventsHow do generic question types work in a survey or form?fic Date - Star Rating Examples of the various generic questions are shown below. Currency The currency question type allows you to ask for a number that will be conver…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsWhat types of questions can I include in my survey?an learn more about each of these types of questions in this article "How do generic question types work in a survey or form?" Constituent Field Questions If you would…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsHow do Constituent Field questions work in a survey or form?s selected as the question type, you will see a new dropdown list to show all the available fields to update in a constituent's record. You have the option to check the…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsHow do I add a document or survey to an event?size of 10 MB or less. 3. Once you have selected the file it will be shown under the Select File button. Click on Upload to add the document to the page. 4. With the do…Creating & Editing Events - Event PagesWhat are the steps to create & distribute a survey or poll?You will begin by creating your survey or poll from the Survey/Forms Lists page using the +New option,…Surveys/Forms - General InformationAttach Membership Applicationtion. c. You still have the option of creating an invoice if desired, however you may want to disable the option to automatically send the invoice via email and wait to…Membership Page SetupHow can I activate a review process for survey or application submissions?ey perform the review. Multiple reviewers can submit a review survey, however only the most recent Review Status will be shown on the grid if there are multiple reviews…Surveys/Forms Results - View Survey ResponsesWhat is the Event Settings tab for?You can click on the Information icon ("i" next to the section label shown with the green circle around it below) to get more details about the features in each section…Creating & Editing Events - Event PagesVolunteer Registrations Grid Reportstions grid is essentially the same as the Events grid, but will only show volunteer events, the same built-in views are available in the View Builder. In the Views libr…Volunteer RegistrationsHow do I add logic into my survey or form?rder to utilize logic in your survey, you must first ensure that the Show survey/form on a single page option is left unchecked. You will create all your questions as d…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsHow can I perform the review of a survey or application?ttps://support.donorview.com/en/support/solutions/articles/9000277287-how-can-i-activate-a-review-process-for-survey-or-application-submissions- "How can I activate a r…Surveys/Forms Results - View Survey ResponsesHow can an internal only survey or form be created?uestions. The setup of these questions is just like any other survey. However, there is no need to collect Constituent Name or other contact information under the Const…Internal Only Surveys/FormsWhat is the Online Payment Page and how do I create one?name your online payment page and enter the information that will be shown for the automatic thank you emails that are sent to the constituent when a payment is made. C…Online Payment PagesWhat is an internal only survey or form?uld like to refresh the page and start over, click on Reload Page to show the survey again with no information completed. To see the information you just entered, use t…Internal Only Surveys/Forms