The Goal: Understand what the Forms/Surveys feature does and how to open it so you can create and publish custom web forms and surveys that engage members and collect feedback.
Before You Begin:
- You need staff access to the Marketing & Communication area in your database.
- Have a clear idea of what information you want to collect from members and visitors before you build a form.
The Forms/Surveys module enables you to quickly create and publish custom web forms and surveys. Features include an intuitive interface which allows you to select from a variety of form fields. This module allows you to engage your members regularly and get feedback on how you are serving them.
With Forms/Surveys you can:
- Send targeted surveys to members and visitors
- Collect important survey data
- Store information gathered within a contact's profile
- Upload documents
- Render the data in easy to understand/useful ways
- Create forms and surveys using prefilled data from contact's information
Step-by-Step Instructions
- Go to Marketing & Communication, Communication section, click Forms/Surveys.
[INSERT SCREENSHOT: Cropped image highlighting Forms/Surveys in the Communication section] - Review the list of existing forms and surveys, or start a new one using the intuitive form builder.
- Select from the available form fields to design the form or survey to capture the information you need.
- Publish the form or survey and share it with members and visitors. Responses are stored and can be viewed within a contact's profile.
Common Pitfalls
- Skipping the planning step: Decide which form fields and contact data you need before building, so survey results map cleanly back to each contact's profile.