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What is an internal only survey or form?…ge and start over, click on Reload Page to show the survey again with no information completed. To see the information you just entered, use…Internal Only Surveys/Forms · 2 min readHow 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 i…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 1 min readHow do I create a basic survey, application, or other form?…allow the respondent to start the survey, but save their changes and return later. This requires that the respondent enter their name and e…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 11 min readHow 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 o…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 2 min readHow can an internal only survey or form be created?…entry, scroll to the bottom of the page and click “Save” this will ensure the information you just entered is saved and you will be able to…Internal Only Surveys/Forms · 2 min readWhat are the steps to create & distribute a survey or poll?…cess used for other pages. A basic survey that will not be distributed via email includes the steps: 1. Survey/Form Info – To enter the basi…Surveys/Forms - General Information · 2 min readCan 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 t…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 1 min readSurvey/Form Results on the Constituent's Record - Survey/Forms TabIn a constituent's record, on their Survey/Forms tab you can find a list of all the surveys they have previously completed under the dropdown menu next to Survey/Form Name . You can also click on Add Survey/Form to open…Surveys/Forms Results - View Survey Responses · 1 min readSurvey/Forms Module OverviewTo create a new survey, start on the Survey/Forms Lists page where you can create a new survey, copy an existing one, or use a template from the library. The Survey/Forms wizard is similar to other page builders and has…Surveys/Forms - General Information · 2 min readHow can I perform the review of a survey or application?If you are not using another survey, you will only see the original submission and the fields to change the status and comments above the submission. If completing another survey, once the review survey is complete, the…Surveys/Forms Results - View Survey Responses · 6 min readWhat is the Survey/Forms List Grid?Copy Survey/Form allows you to make an exact copy of the selected survey. When selecting this option there will be a new pop-up window for you to rename the survey. Click Create to begin editing the new survey or click C…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 4 min readSurvey/Forms Results - Drill DownYou will choose the first question from the dropdown under Select you Question , then click the green Add button. Be patient, it will take several seconds for the page to update. When it updates, you will see the first q…Surveys/Forms Results - View Survey Responses · 2 min readCan I import survey results?Once you have added the information to your spreadsheet and saved it, you can use the Actions menu's Import Survey Answers feature. Click on Select files to choose the Excel file and then click Import Answers . You will…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 2 min readSimple Donation Page - Acknowledgement Info Tab…nation page is the Acknowledgement Info tab. In this step you will: Select the Simple page designer option. - Give your page a Name . - Ente…Donation Pages · 1 min readCan internal only survey responses be edited?Unlike other surveys, the internal surveys can be updated anytime. You can select a previously filled survey and update the information and click Save to save your changes. The old information is completely overwritten w…Internal Only Surveys/Forms · 1 min readAdvanced Donation Page - Acknowledgement Info…nation page is the Acknowledgement Info tab. In this step you will: Select the Advanced page designer option. - Give your page a Name . - En…Donation Pages · 1 min readWhat 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…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 2 min readCan I send a survey to any email list on my Contacts page?…list or create a new one for your survey. If you have set the Distribute survey via email campaign toggle to YES , when you click Save or S…Surveys/Forms Contacts - Email Lists · 1 min readGuest Form/Survey SettingsThis page allows you to edit the settings for your Guest Form. It works the same as the Survey Settings page and you can learn more in this article. Most of the settings you don't need to change and we recommend just add…Creating & Editing Events - Event Pages · 1 min readWhat information can be found on the Billing page?The Billing page is accessed by hovering over your organization's name and selecting Billing from the menu. The information on this page is…Billing · 3 min read