Custom Question Sets

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

• Employees answer custom questions when recording individual activity, configured in Record Individual Activity settings.

• Employees answer custom questions when submitting a volunteer grant application or match request, configured in Match program setup.

• Employees answer custom questions when submitting a Volunteer Time Off (VTO) request.

• Employees answer custom questions when submitting the Profile Survey in My Account.

• Employees answer custom questions when indicating board membership.

• Employees answer custom questions when creating an event or project.

• Employees answer custom questions when signing up for an event or project, configured in Event settings.

• Blackbaud Verified Network admins answer custom questions when submitting an NPO event to your community, configured in NPO Event Settings.

Tip: For volunteer activity, you can create custom question sets specific to CRA compliance.

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.

Your role must include the Can Manage Custom Questions permission.

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 sign up flow for individual events or projects, use sign up questions.