Custom Question Sets

Custom Question Sets:

• Can be embedded into various flows within the CSRconnect Community.

• Created by Customer Success Managers.

Surveys:

• Can be sent to donors, event creators, or event participants via an automated email, or distributed to any employees using direct link.

• Created by CSRconnect admins from the CSRconnect Admin Portal.

• See Surveys for more information.

Sign up questions:

• Accessed during the event or project sign up flow.

• Created by event or project organizers from the CSRconnect Community.

• See Manage events and projects for more information.

To add or change a custom question set in Match Programs:

1. In the CSRconnect Admin Portal, under Admin tools, select Match Programs, and then locate the applicable program.

2. Select Edit, Change custom question set.

3. Select the applicable custom question set to assign, and then Add custom question set to program.

4. Select Save to save the update.

Note: Note: To assign a custom question set to a match program, the custom question set must be active.

File Upload is a question type for custom questions. When prompted for a response, users can upload electronic files.

The File Upload option is supported for custom questions in the following areas:

• MyAccount, Profile Survey (can also be viewed and edited after questions are answered)

• Board membership

• Event creation flow

• Event sign up flow

• Event - Edit Participation, Edit My Answers

• Project creation flow

• Project - Sign Up flow

• Project - Edit Participation, Edit My Answers

• RIA (Record Individual Activity) creation flow

• RIA - Sign Up flow

• RIA - Edit My Answers

• Match Programs

• Incentives

• Volunteer grants

• VTO (Volunteer Time Off) creation flow

• VTO - Sign Up flow

• VTO - Edit flow

The following are acceptable file types:

• JPG

• PNG

• GIF

• CSV

• PDF

• MSG

• JPEG

The link to the file appears in [Filename].[Filetype] format - for example, sample.png.

To add a File Upload custom question set for NPOconnect admins when creating NPOconnect events, complete the following steps:

1. In the CSRconnect Admin Portal, go to Volunteer, NPO Event Settings.

2. Add or search for the charity that will receive the File Upload custom question set.

3. Select Custom Configuration.

4. In Custom Questions, select the File Upload custom question set you created.

5. If events from this community partner require admin approval, select Require Admin Approval.

6. Select Apply Changes.

7. Select Save Changes.

When selecting a custom question response link in the CSRconnect Admin Portal, responses appear in a screen overlay. File Upload responses within the screen appear in a [Filename].[Filetype] format that admins can select to view in a new tab. This functionality is available in the following locations:

For approval requests: Approvals Manager, Manage Approvals

For CRA responses: Admin tools, Program Management, CRA Requests (includes CRA survey answers and CRA event survey answers)

For Volunteer Grant Requests: Admin tools, Program Management, Volunteer Grants, Awaiting Approval request number, View Custom Question Answers

For event or project responses: Admin tools, Program Management, Opportunities, Event Manager or Projects Manager, View Custom Question Answers

For Match Programs: Admin tools, Program Management, Match Programs, and then locate the applicable match program. Select Manage Requests, and under Additional Details, select View Custom Question Responses.

Note: Files uploaded for custom question responses are not available for review in the Custom Question Report. They can only be viewed through the CSRConnect Admin Portal pages at this time.

For this reason, we currently do not recommend including a file upload option in custom question sets for My Account, Profile Survey responses since there will not be a way to access the file for management review. Enhancements are forthcoming in a future release.

When selecting a response link outside of the CSRconnect Admin Portal, custom question responses are downloaded. File Upload responses will appear in a [Filename].[Filetype] format that users can select to download. This functionality is available in the following locations:

• For event participants who want to review or edit their responses: Volunteer, My Volunteering, event name, Edit Participation, select the Edit My Answers link(s)

• For project participants who want to review or edit their responses, Volunteer, My Volunteering, project name, Edit Participation, select the Edit My Answers link(s)

• For reviewing expressed interest responses: Volunteer, Manage, project name, Manage Project, Add Participants, Expressed, Summary

• If applicable, for reviewing event creator custom question set and/or CRA survey responses: Volunteer, Manage, event name, Manage Event, Edit Event Details, Edit Answers for the custom question set and/or the CRA survey questions the creator answered when creating the event

• If applicable, for reviewing project creator custom question set and/or CRA survey responses: Volunteer, Manage, project name, Manage Project, Edit Details, Edit My Answers for the custom question set and/or the CRA survey questions the creator answered when creating the project

• For reviewing profile answers when managing projects: Volunteer, Manage, project name, Manage Project, Manage Participants, View Summary, Profile custom Question and Answers

• For VTO request responses: Volunteer, VTO, Need Your Approval, View Custom Question Answers

The Participation Summary report (located in Volunteer, Manage, Manage Event) lists responses to custom questions. The uploaded file responses appear with the filename in the Upload a file column but are not linked.

Similarly, the DisplayName column lists the filename for any uploaded responses but does not include a link to it. It appears at the end of the Custom Question Report, CRA Participations Report, and the CRA Creator Report.

To review the NPOconnect admin’s response(s) for NPOconnect events and finish the approval process, complete the following steps:

1. In the CSRconnect Admin Portal, select Admin tools, Program Management, NPO Events.

2. Select View Details.

3. Select View Custom Question Answers.