Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications
Provides the instructions for creating surveys, forms, polls, and applications.
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 diss...
Fri, Jun 19, 2026 at 2:56 PM
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 h...
Fri, Jun 19, 2026 at 3:00 PM
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 ...
Fri, Jun 19, 2026 at 3:04 PM
The Add Logic option is only available for questions with a definitive single answer, so only two question types: Single-select option buttons Single-sel...
Fri, Jun 19, 2026 at 3:54 PM
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 mess...
Fri, Jun 19, 2026 at 12:37 PM
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,...
Fri, Jun 19, 2026 at 4:20 PM
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, &qu...
Mon, Jun 22, 2026 at 5:04 PM
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. T...
Fri, Jun 19, 2026 at 4:26 PM
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. ...
Fri, Jun 19, 2026 at 4:30 PM
Some information collected from a survey might be considered "sensitive". Examples of sensitive information include drivers license number or soci...
Fri, Jun 19, 2026 at 4:31 PM