Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications

Provides the instructions for creating surveys, forms, polls, and applications.

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 cust...
Mon, Jun 22, 2026 at 5:06 PM
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 Su...
Wed, Apr 8, 2026 at 3:49 PM
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.
Mon, Sep 14, 2026 at 2:23 PM