If you are creating a peer-to-peer fundraising microsite, the survey questions that you create on the Microsite management page will automatically appear during the sign-up page. You do not need to match any fields. As you can see below, they will automatically appear on the backend of the Event Management screen as well.
The following article shows how to create custom survey questions that appear on traditional event forms. This will automatically tie the data to the event registration itself.
The first step is to create the survey question in relation to the Event itself. Navigate to Campaigns > Survey> Survey and then click on Create new.
First, title your question and add a description. These are for internal reference. This is not the question as it will be seen by the person. Click Save and the Questions Tab will appear.
Once created, go to the Questions tab and Add your question by clicking ADD
Use the Render Mode dropdown to create questions that are Text Answer, Dropdown, Radio Buttons or Checkboxes by
Text answers and Checkboxes only require one Answer choice as seen below. Dropdowns and radio buttons will require multiple answers. The Answers tab will show registrants' answers. You can also add people’s answers here if needed.
Now that you have created the survey question, you will need to tie it to the event registration form
Navigate to Online > Web Forms > Search and Manage and click Create New. Select Event form from the form wizard. If you are creating a form for an existing event (as in this example), select the Existing Event from the Search Events dropdown.
Note: If you have not created your event yet, create a new event. Once created, go to that event management page and repeat the instructions mentioned earlier in this article for adding the Survey question. Once that is complete, return to this next step in the process.
Now that our form and event with Survey questions are created, navigate to the manage form page and select the Layout tab.
You can add the survey question to the Contact Info section by clicking the Plus sign and adding a new field.
In this example, we are creating a new section for Survey Questions, which CharityEngine recommends doing on all event forms.
To do so, click Add Custom section and a pop up will appear to name the new section.
Once created, go to the new section (ours is titled Survey Questions) and click the Plus sign. This will add the new field.
Select the Field Name and the type of survey question that your question is (Ours is the Checkbox type). Note, the field name is an internal name. This will not appear on your form.
Now that it’s created, return to the Layout Tab. You will see the New field. Click the Pencil to begin editing it.
Now we are going to edit the field like any field. The Label is the label for the question that will appear on the form. However, based on the type of question, you may not want the label to appear (i.e. a Checkbox like ours where we simply want them to Check the box next to the question. We don’t need the label to explain it.)
If it looks better on the form without the label, simply move the Show Label button under the Display -> General tab to “No” as shown here
Go to the Mapping tab on the question and click Polls & Surveys. This will give you a list of the previously created Surveys from both P2p Microsites and traditional events. Select your question and click Save.
Lastly, we want to create the Data Options for this field. The text here will appear on the form regardless of the type of form (Checkbox, Radio, Text, Dropdown). If it’s a text, you will only need an answer if there is a default. Otherwise, this stays blank.
If it’s a Checkbox, like ours, that can either be one answer (as here) or multiple. If it’s Radio or Dropdown, you will likely need multiple answers. Just click the Add button each time to create additional answers. Answers can be managed under the Actions button next to it.
Once completed, your questions will now appear on the form, and directly tie into the event registration