Custom Question Sets

Custom Question sets allow communities to gather information within various user flows:

• Recording Individual Activity. See Record Individual Activity settings.

• Submitting a Volunteer Grant application or match request. See Match program setup.

• Submitting a Volunteer Time Off (VTO) request. See VTO Volunteer Time Off (VTO).

• Submitting the Profile Survey. See My Account.

• Indicating Board Membership. See Manage Board Memberships.

• Creating an event or project. See Create events and projects.

• Signing up for an event or project. See Event settings.

• As a Blackbaud Verified Network admin, submitting an NPO event to your community. See NPO Event Settings.

You can re-use the same custom question set across different user flows.

You can manage your custom question sets from CSRconnect Admin Portal, Community setup, Community, Custom Questions.

You must have the Can Manage Custom Questions permission. See Manage Roles.

Note: To assign a custom question set to your community's project settings or Board Membership settings, contact your Customer Success Manager.

Tip: For surveys that automatically send after an employee creates a donation or after an event occurs, use Surveys. For questions that appear during the event or project sign up flow, use sign up questions.