# Adding a survey {% hint style="success" %} **NEW!** [**Advanced Survey Features**](#advanced-surveys-features) {% endhint %} ## Create a survey for use in FieldEdge * FieldEdge accesses the surveys from your NationBuilder account and makes them available within the app * New surveys are setup via your NationBuilder Control Panel * Surveys must be attached to a Page on your website that has a “Published” or “Unlisted” status * Results are sent back to your nation in real time as if the person had completed the surveys via your nation’s website In this video you will learn how to: * Setup a new Survey in NationBuilder * Connect a Survey to an *unlisted* Survey Page * Check survey results {% embed url="" %} {% hint style="warning" %} **Having trouble seeing your survey?** If some or all of your users are not seeing the survey you setup, see our article [Surveys not showing up in FieldEdge](https://guides.fieldedgeapp.com/everything-else/other-guides/surveys-not-showing-up-in-fieldedge) {% endhint %} **Also see:** * [**NationBuilder's article**](https://support.nationbuilder.com/en/articles/2306373-create-a-survey) **on how to create a survey and attach it to a page** * **Our article on** [**Viewing survey results**](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/reporting/viewing-survey-results)
*** ## Advanced Surveys Features FieldEdge enhances NationBuilder’s survey capabilities with features designed specifically for canvassing and phone outreach. These advanced tools help teams collect more structured, complete, and actionable data in the field. Our advanced survey features add the following features: * **Extended Field Types** – Support for multi-select answers, formatted contact fields, and scripted text makes it easier to gather detailed, high-quality responses. * **Required Fields** – Make questions required, helping ensure key information is captured consistently. * **Native Contact Fields** – Sync survey questions directly to NationBuilder contact fields like name, phone, and email, keeping profiles up to date automatically. {% hint style="info" %} **Warning, this gets a little techie:** It's important to know that these powerful features are enabled by workarounds to NationBuilder's default survey behaviour and so some advanced setup is required. All of these advanced features are enabled by adding special "codes" inside the "question slug" and "full question" of the relevant survey question in NationBuilder. {% endhint %}

Example of how to add a prefix to the question slug. Be sure to include the underscore.

### **New Advanced Field Types** The table below outlines the new field types enabled by FieldEdge's Advanced Surveys. By adding a "prefix" to the slug of the question in NB, you can enable features like multi-select and script. {% hint style="info" %} **NB Question Format** = the format that the question in NationBuilder should be set to **Question Slug Prefix** = the special text that needs to be included in at the start of the question slug {% endhint %}

Name	NB Question Format	Question Slug Prefix	Description
Multiselect	multiple_choice	`multiselect_`	Displays as a list of single select choices and allows a user to select more than one answer. 🚨 Important Limitation: when exporting the survey results through NationBuilder, only a single answer will be exported. How it looks in FieldEdge:
Script	text	`script_`	Add a paragraph of text. Useful for creating talking points or explaining different sections of the survey, providing instructions. How it looks in FieldEdge:
Email Address	text	`email_`	Formats as an email address validated text field. Note: If you want this data to sync to the field in the person's profile, use the Native Field feature (more detail below). How it looks in FieldEdge:
Phone	text	`phone_`	Formats as a validated phone field. People shouldn’t have to type in the country code. Note: If you want this data to sync to the field in the person's profile, use the Native Field feature (more detail below). How it looks in FieldEdge:

### **Make a Field Required** By default, all questions are optional. If you would like to make a question required, add `_r` to the end of the question slug eg. `multiselect_q1_r`

### **Native Contact Fields** #### **Case Case 1: Add a native contact field as a survey question** In some cases, you may want to collect information during a survey that builds a person's profile in NationBuilder. With FieldEdge, you can add a "NationBuilder native" profile field to your survey. For example, you could collect someones email and have it be automatically added to their profile. To do so, add a survey question with the type “text” and the prefix `native_` prefix (ie. at the beginning of the slug), followed the slug of the field you want to add. #### **Case Case 2: Dynamically inject native contact fields in a survey question** You may want to dynamically inject details about a contact into a survey question. For example: "Is your name Abram Phelps"? You can do so by adding the **We support the following NationBuilder contact fields:**

NB Field	As a survey question	Inject into survey question
Description	Add to start of question 'Slug'	Add anywhere in 'Full question'
Email address	`native_email_`	`native_email`
Mobile number	`native_mobile_`	`native_mobile`
Opt-in to text	`native_mobile_opt_in_`	`n/a`
Home phone no.	`native_phone_`	`native_phone`
Work phone no.	`native_work_phone_`	`native_work_phone_number`
Employer	`native_employer_`	`native_employer_`
Volunteer	`native_is_volunteer_`	`n/a`
First Name	`native_first_name_`	`native_first_name`
First Name	`native_last_name_`	`native_last_name`

{% hint style="danger" %} **Important Notes:** * Native field in *answers* are disabled when canvassing more than one person at a time (via Canvass Household option) and the user will need to skip them, while in the *questions* field, it will show the details from the first person selected. * When creating a native fields question, ensure you include a trailing underscore, eg. `native_last_name_` * Fields will not be automatically updated in FieldEdge until after you reload. For example, if update a person's name via a survey while on a walk, it will show their old name on the profile until you restart the walk, open up their full profile, start a new call time session, etc. {% endhint %} {% hint style="warning" %} **Having trouble with advanced fields display correctly?**\ If you find your field is not displaying correctly, ensure you have an underscore after the prefix, for example:\ \ native\_email will not work, it should be **native\_email\_**xxxx script will not work, it should be **script\_**xxxxx {% endhint %} ## Automated Actions NationBuilder survey's offer an incredibly sophisticated and power feature that enables specific actions to be triggered via a survey response. Most actions can be set at the survey level, the question level and the specific answer level. These can be setup via **Survey's page Survey setting -> Basic tab**. ### Auto-tagging One of the most useful survey actions is auto-tagging. When integrated with FieldEdge, it allows for granular segmentation based on survey responses. For instance, during canvassing activities, you can use tags to categorize voters based on their interests, their likelihood to support a campaign, or other criteria relevant to your strategy. ### Add to Path Set a Path, the Step and other path options. Ensure the person is guided on their journey to become a voter, member, donor, volunteer or any other desired path. ### Enroll in Automation Add them to an existing email automation workflow. Great for following-up post canvass. ### Assign Point Person Assign a point person (if not already assigned). Ensure each and every person is taken care of by the correct person in your campaign or organization. ### Assign Membership Assign a membership along with an expiry date. Get creative by assigning Memberships as a way to group people.