Interested in collecting information outside of the default name and email fields on your campaign donation or fundraiser signup page? Custom questions allow you to collect additional information. You might want to use custom questions to learn a donor's birthday, how a supporter heard about your organization, or why a donor chose to support your organization. In this article, we'll cover how to create custom questions and walk through how they'll appear in reporting.
1. Navigate to the Details Tab
To access the Custom Questions settings click the Details tab and select Questions from the left-hand menu.
From here you have the option to set custom questions for your donors, fundraisers, and team captains, depending on the campaign type you're using. You can use what we have seen be the most common custom questions or create your own custom questions. You also always have the option of making your questions required by checking the box next to each question.
2. Creating a Custom Question
Regardless of which aspect of your campaign you are creating a custom question for, the creation process will remain the same. The option to create a custom question will always be below the frequently asked questions that we offer.
In the Question field, write the actual question you wish to ask your supporter.
In the Question Type field, you can indicate what the most appropriate field format is for the answers to your questions to be collected in.
Read below for a brief explanation of each of the available question types.
Single Line Text - Supporter will have a single line to answer the question.
Multiple Line Text - Supporter will have a paragraph to answer the question.
Date - Question will be answered with a specific date selected from a calendar.
Yes/No - Answer will be either yes or no
Dollar Amount - Answer will be a dollar amount (in USD)
Event Waiver - The 'answer' to this question is a checkbox that serves as acknowledgment of a waiver.
Custom Select List - A multiple choice drop down. See below for an example:
Lastly, you can make any custom question required by checking the Required box to the right of the Question Type field.
Important Note: Custom Questions can always be edited or rearranged within your Custom Questions settings as well. Simply start typing in your revised question in the Question field, or drag and drop your question to a new spot in your list of questions. Then click Save Changes for those changes to take effect on your live campaign.
3. Fundraiser Custom Questions
A Peer-to-Peer campaign offers multiple different ways for your supporters to engage with your campaign. They can either be a donor, a fundraiser, or a team captain. All of these different forms of engagement offer unique opportunities for your organization to collect important supporter information through the use of Custom Questions. If you need to collect some information from your fundraisers or team captains when they sign up for your campaign, we recommend adding some custom questions to your signup flow. These questions will be added as an additional step in the signup process.
4. How Custom Question Answers Appear in Reporting
Since Custom Questions can be added in three separate places within a campaign, the answers that are submitted will only show up in the report that relates to that interaction. For example:
- Questions on your Donation Page will have their answers recorded in your campaign's Transactions Report.
- Questions asked during the Fundraiser Sign up flow will have their answers recorded in your campaign's Fundraising Pages Report.
- Questions asked of your Team Captains while they create their team will be recorded in your campaign's Fundraising Teams Report.
Each question will have its own column included at the right-most end of your reports, as seen in the screenshot below.
If you have any questions about custom questions, do not hesitate to reach out to the Classy Support Team for assistance.