[legacy] Questions
Please note: This refers to our legacy tools. For information on our current Page Builder technology, click here.
Questions can be used to collect additional information about a supporter. This could be related to their campaign interests or any other relevant data you require.
For example:
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You could use an opt-in checkbox question to sign-up supporters to receive updates on your advocacy or fundraising campaigns. For more about opt-ins, click here
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You could include a text area so that supporters can share their comments or personal stories related to the issue you are campaigning about.
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You could find out how supporters learned about your campaigns. For example, you can add a "How did you hear about this campaign?" dropdown to the page.
You might have a generic set of questions created in your account and reuse them across a number of advocacy or fundraising pages, but you can also add campaign-specific questions whenever appropriate.
We recommend that you have one generic opt-in question in your account. It makes it easier to manage opt-in records and helps with building a recipients list for your broadcast emails. It also eliminates the need to create a new question for every single action you create.
Using questions
For the majority of actions, you can generally use questions that already exist in your account – just select the questions that you want to use from the list and click "Submit."
If you would like to add new questions (for example, create a question in a different language or add a question that is specific to the new campaign you are building), you would need to create a new component using one of the two methods:
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Duplicate an existing question by clicking on the duplicate icon
and save the question under a new name (RECOMMENDED). Once you duplicate the question, you will need to adjust its labels and settings as explained in the section below. -
Create a new question using the "Create new" link.
Modifying an existing question
Follow the instructions below to add content and settings for each question.
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Field |
Description |
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Reference name |
This is an internal reference name for your use - it will not be seen by your supporters. |
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Type |
You need to determine the type of question you would like to create: Opt in, Opt in with confirmation or other (--). For both opt-in question types, a "Y" value is saved into the database if a supporter checks the box on the campaign page, and "N" value if the box is unchecked. "Opt in with confirmation" will require that supporters click on the link in the email to confirm that they would like to opt in. Until then the record will be marked as pending (P) in the database. See below for more details. Using opt-in question types also allows you to use a reminder in the thank you email to opt-in, to help increase your opt-in rates. Please see the "Thank you email" page for more details. |
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HTML type |
You need to determine the type of field you would like to create: text field, text area, radio, select, checkbox. A text field is a single-line text box, whereas a text area can be multi-line and is good for free text. A radio allows for a series of options, only one of which is selectable. A select box, also known as a drop-down box, shows several values, only one of which is selectable. A checkbox is a tick box, and is also used for opt-in questions. |
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"Is mandatory" |
You can make the field mandatory. If a supporter does not complete the field when submitting the page, a "mandatory field" notification will be presented on the campaign page. See error alerts for how to control these. |
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"Content" |
You can enter an instructional copy, also known as a label, that will be displayed immediately above the question field. I.e. "Please enter your comments below," "How did you hear about the campaign?" etc. |
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"Default content" |
The question HTML types checkbox, radio and select require default content to populate their selectable values. Multiple values are added by listing them on one line, separated by a tilde (~). If you add default content to text boxes, this will appear inside the box when the page is loaded, which can be useful for suggested text. If you want a different value stored in the database to what is displayed, then follow the text with something contained in {curly brackets}. If you want to choose a default value from a list of multiple values, precede it with [check]. Here are some examples of default content:
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The fields listed below apply only to "Opt in with confirmation" question type and will not be displayed if other values are selected as "Type." |
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Sender |
You can specify the sender of the confirmation email that supporters will receive in their inbox if they select the opt-in checkbox on the action page. To set up a new sender, you will need to go to "Account defaults" > "Manage account emails" (see the relevant help document for more details). |
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Subject |
You can customize the subject line for the confirmation email that supporters will receive in their inbox. |
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Message |
You can customize the content of the confirmation email. Just enter the copy that you would like to send to your supporters to ask them to confirm their opt-in request. You will also need to insert the link to a confirmation landing page using the "insert landing page link" button below. |
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Landing page |
Specify the landing page that will be displayed to supporters once they click on the confirmation link in the email. To set up a new landing page, you will need to go to "Account defaults" > "Manage web pages" (see the relevant help document for more details). |
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Moderation required |
Select this checkbox if you would like to be able to approve users before their record is updated to "opted in" status in your account. |
Note: Once you create all relevant questions, select them and submit the page. You then need to drag them to the relevant places on the page in "Design" view.