Questions

Learn how to use the Questions feature to gather valuable insights from your supporters during the post-conversion process.

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Overview of Questions

The Questions feature allows you to collect additional information from your supporters through the Checkout, Fundraisers, and Virtual Terminal methods.

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How to Create a Question

Questions can be created in the Settings area of the Dashboard. When creating a question, assign a question code, type, and decide how it should appear.

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Available Question Types

Varieties of question types provide flexibility:

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Text Line

A single-line input for simple responses. Option to make a response mandatory. Example: “What is your favorite color? Red.”

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Text Box

A multi-line input for more detailed responses. Option to make a response mandatory. Example: “What is one idea you have that can change the world?”

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Choose One Option

Presented as radio buttons for single selection. Option to make a response mandatory. Example: “How do you like your drink? Shaken, Stirred, Muddled.”

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Dropdown Menu

Select a single response from multiple options, with the option to make a response mandatory. Example: “How did you hear about us? Twitter, Facebook, LinkedIn, etc.”

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Multiple Checkboxes

Allows multiple selections from pre-defined options, best for gathering preference data. Option to make a response mandatory. Example: “What toppings would you like? Cheese, Peppers, Meatballs, Mushrooms.”

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Single Checkbox

For yes/no responses, can default to pre-selected. Example: “Opt-in to receive the annual report? True/False.”

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Questions Across Accounts

Parent accounts can set up questions in the main settings for availability to subaccounts. Questions specific to a subaccount can only be used for its campaigns.

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Utilizing Questions in Various Scenarios

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Checkout

Display questions post-donation to collect additional supporter data while maintaining conversion rates. Learn more

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Virtual Terminal

Linked to a specific campaign, questions appear if enabled. Learn more

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Fundraisers

Include custom questions when supporters create their own Fundraiser using specific Elements components. Learn more

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Exports

Questions can be outputted with response data and codes in CSV files through Exports templates. Learn more

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Integrations

Built-in integrations allow Questions object mapping, syncing the properties to connected applications. Learn more