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How can I Ask Questions to Collect Information From Donors or Participants?

Updated

Collect more information from your donors by creating custom questions.

Custom questions allow you to collect unique information from each of your donors. You can add custom questions to Campaign checkout, Event Tickets, Peer-to-Peer registration forms, and Donation Pages.

Custom question examples include, but aren’t limited to: 

  • Provide your age/select an age group.
  • Do you have any food allergies or dietary restrictions?
  • How did you hear about us?

Add to Campaign Checkout

  1. Go to Campaigns in the left menu.
  2. If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
  3. Select Campaign Setup.
  4. Go to Options in the timeline at the top and select Checkout Options.
  5. Scroll down to Add custom fields to collect donor information and click on CREATE A CUSTOM FIELD:
    How can I ask questions to collect information from donors or participants 3.png
  6. Enter the question or custom field title and select a response type. Some response types, like multiple choice, also let you add preset answer options:
    How can I ask questions to collect information from donors or participants 4.png
  7. (Optional) Select the checkbox next to Require donors to complete this field to make this custom question required. When donors go to check out, they'll be required to respond before they can complete their transaction.
  8. Select Save.

Add to Event Tickets

  1. Go to Campaigns in the left menu.
  2. If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
  3. Select Campaign Setup.
  4. Go to Ticketing in the timeline at the top.
  5. Scroll down to Choose how to collect attendee information, and select how you want to collect information from attendees:
    How can I ask questions to collect information from donors or participants 5.png
  6.  If you are collecting the same information for all attendees, scroll down to Choose the information you want to collect from all attendees and select Add custom field:
    How can I ask questions to collect information from donors or participants 6.png
    If you are collecting different information for each attendee, select Add custom field when you create each new ticket type:
    How can I ask questions to collect information from donors or participants 6a.JPG
  7. Enter the question or custom field title and select a response type. Some response types, like multiple choice, also let you add preset answer options:
    How can I ask questions to collect information from donors or participants 7.png
  8. (Optional) Select the checkbox next to Require donors to complete this field to make this custom question required. When donors go to check out, they'll be required to respond before they can complete their transaction.
  9. Select Save.

Add to Peer-to-Peer Registration

  1. Go to Campaigns in the left menu.
  2. If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
  3. Select Campaign Setup.
  4. Go to Peer-to-Peer in the timeline at the top.
  5. To collect the same information from all Participants/Teams, scroll down to Choose the information to collect from participants/teams during the registration process and select Add custom field:
    How can I ask questions to collect information from donors or participants 8.png
    If you are collecting different information for different Participants/Teams, select Add custom field when you create each new registration type:
    How can I ask questions to collect information from donors or participants 9.png
  6. Enter the question or custom field title and select a response type. Some response types also let you add preset answer options:
    How can I ask questions to collect information from donors or participants 4.png
  7. (Optional) Select the checkbox next to Require donors to complete this field to make this custom question required. When donors go to check out, they'll be required to respond before they can complete their transaction.
  8. Select Save.

Add to Donation Page

  1. Go to Donation Pages in the left menu.
  2. Click on the Donation Page title.
  3. Select Edit Donation Page.
  4. Go to Checkout in the timeline at the top.
  5. Scroll down to Add custom fields to collect donor information, and click on CREATE A CUSTOM FIELD:
    How can I ask questions to collect information from donors or participants 1.png
  6. Enter the question or custom field title and select a response type. Some response types, like multiple choice, also let you add preset answer options:
    How can I ask questions to collect information from donors or participants 2.png
  7. (Optional) Select the checkbox next to Require donors to complete this field to make this custom question required. When donors go to check out, they'll be required to respond before they can complete their transaction.
  8. Select Save.

Good to Know

  • We use the terms “donors”, “participants”, and “teams” in this article, but this terminology may be different depending on your Campaign settings (e.g., “participants” could be “runners”; “teams” could be “groups”; etc.).

 

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