Custom Question Sets

Custom Questions provide the ability to define and gather specific information from Employees during various user flows throughout CSRconnect:

  • Create Event

  • Event Sign Up

  • Projects

  • Record Individual Activity

  • Volunteer Time Off application flow

  • Volunteer Grant application flow

  • My Account - Profile Survey

  1. Navigate to YC Admin, Manage, Custom Questions.

  2. Next to the custom question set you want to edit, select the menu icon in the Options column.

  3. Select Edit Set. You can do any of the following.

  • Edit the question text for an existing question.

  • Edit the answer text for an existing answer.

  • Add additional answer options to an existing question.

  • Remove existing answer options from an existing question.

  • Add custom-translated text for the question set name and description.

  1. When you are done editing the question set, select Save. When you save your changes, a date and time stamp appears, along with your user, to record who updated the question set most recently.

Note: When you edit an existing question or answer option, the updates appear on the client’s site immediately. If an organizer edits the event or attendees edit their participation, YourCause notifies users of the question set updates and advises that they need to answer the questions again, if necessary.

Administrators and creators of events can add custom questions via the Opportunity Manager.

  1. From the top menu bar, select Volunteer, then Manage.

  2. Select the name of an event.

  3. Select Manage Event.

  4. From the left menu bar, select Sign Up Questions.

  5. Select Add Question Set.

  6. Define a name and description for the question set.

  7. Select Add Question.

  8. Use the Select Question Type drop-down menu to choose one of the following. Different menu options will appear based on your selection.

    • Multiple Choice

    • Dropdown

    • Text Field

    • Dialog Box

    • Scale

    • Multi Select

    • Numeric Field

    • Date Field

  9. Select Required if the user must complete this question in order to proceed.

  10. Select Save when your custom question set is complete. Participants will now be prompted to answer your saved questions when signing up for the event.

For more help related to the Opportunity Manager, see Manage events and projects.

Administrators and creators of projects can add custom questions via the Opportunity Manager.

  1. From the top menu bar, select Volunteer, then Manage.

  2. Select the name of a project.

  3. Select Manage Project.

  4. From the left menu bar, select Custom Questions.

  5. Select Add Question Set.

  6. Define a name and description for the question set.

  7. Select Add a Question.

  8. Use the Select Question Type drop-down menu to choose one of the following. Different menu options will appear based on your selection.

    • Multiple Choice

    • Dropdown

    • Text Field

    • Dialog Box

    • Scale

    • Multi Select

    • Numeric Field

    • Date Field

  9. Select Required if the user must complete this question in order to proceed.

  10. Select Save when your custom question set is complete. Participants will now be prompted to answer your saved questions when signing up for the project.

For more help related to the Opportunity Manager, see Manage events and projects.