Custom Question Sets
Custom Question Sets allow communities to gather information from employees within various user flows:
-
Record Individual Activity
-
Volunteer Grant applications
-
Profile Survey on My Account
-
Sign up for an event or project
A custom question set can be created once and then re-used across different user flows.
Your Customer Success Manager manages this feature for you.
Surveys, Custom Question Sets, and sign up questions
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.