Survey/Forms - General Information

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...
Fri, 23 Dec, 2022 at 11:43 AM
How do I get to the Surveys page?
Under the Workspace menu, go to the Surveys module. There you have access to the Survey Overview page, the email Contacts lists, the grid with all the surve...
Fri, 23 Dec, 2022 at 11:46 AM
Can I have a payment option in a survey?
Yes, when creating your survey you have the option to ask for a credit card payment. This can be a fixed fee, or you can make this flexible so a person can ...
Fri, 23 Dec, 2022 at 12:02 PM
How do I create a payment option in a survey?
From the survey page under the Questions setup, select the Question type Constituent Field. Once Constituent Field is selected, you will see option...
Fri, 23 Dec, 2022 at 12:03 PM
Can internal only Surveys or Forms be created?
Yes, a new Survey/Form can be setup, so it is only accessible by internal users. When creating a new Survey/Form, on the Survey/Forms Info tab you will find...
Thu, 24 Feb, 2022 at 11:41 AM
What are the steps to create & distribute a survey or poll?
Once you create a new survey (or select one from the library), the Survey Wizard will walk you through each step. The steps are listed at the top of the pag...
Tue, 27 Dec, 2022 at 11:11 AM
What do I do on the Survey Info step of the Survey Wizard?
On the Survey Info tab, you must provide a name for the survey or poll. If this will be accessible only from within the software, you can check the box...
Tue, 27 Dec, 2022 at 12:20 PM
How do I save my survey info?
Once you have filled in all of the information, make sure you save your info. Look at the very bottom right corner of your screen. You will see a green bu...
Fri, 19 Mar, 2021 at 10:46 AM
What do I do on the Survey Settings tab?
The Survey Settings step allows you to set options specific to this survey, such as: Determining a start and end date for the survey. If you wish the surv...
Sat, 24 Aug, 2024 at 5:16 PM
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.
Tue, 27 Dec, 2022 at 12:21 PM