Custom Question Sets

Custom Question Sets allow communities to gather information from employees within various user flows:

A custom question set can be created once and then re-used across different user flows.

Your Customer Success Manager creates custom question sets for you. For most user flows, your Customer Success Manager also assigns the custom question set to the desired user flow.

For the creating and signing up for event flows, client admins can assign custom question sets using Event settings.

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.