You can add multiple custom questions for both fundraisers and donors on the platform. This ensures you have all the details you need to effectively engage with your supporters in a meaningful way!
3 Placement Options
- Charity Level (Questions appear for all campaigns)
- Campaign Level (Questions appear for this specific campaign)
- Sub-Campaign Level (Questions appear on a campaign you have not set up yourself for example the Irish Life Dublin Marathon)
Where to set custom questions at Charity Level
Go directly to Advanced Settings on the left hand side menu and click on Custom Questions.
Where to set custom questions at Campaign Level
- Create a campaign and publish it (View Guide)
- Go back in and edit the campaign. In the Main tab, this will have the custom questions button at the bottom of the screen.
Where to set custom questions at Sub-Campaign Level
- Create a sub-campaign and publish it (View Guide)
- Go back in and edit the sub-campaign. The custom questions button is at the bottom of the screen.
How to set up Custom Questions
Go to the desired place you would like to add your custom questions as outlined above (Charity Level, Campaign Level or Sub-Campaign Level).
Your questions will be separated by Fundraiser Questions (Section 1) and Donor Questions (Section 2).
Adding a New Question from the Question Library
Click on the “Library of Custom Questions” button from the landing page above. Then click ” Add Question” from the Actions tab for the questions you want to use. Once selected a tick will appear to show you the question is active.
Adding Your Own Custom Questions
You can add in your own custom questions if you cannot find the question you need in the library. To do this click on add new custom question from the main section instead of the library.
- The Question Label is what appears for the person filling in the form.
- Check the required box if you would like to make the question mandatory. If it’s unticked then the question will appear but the person has the option to not answer the question.
- You can choose between Text, Email and Dropdown question types.
Where to find custom questions in reports
You can find your custom questions in the Common section of your overall reports section and in the common tab within your campaign reports also.
