Adding a survey

Create a survey in your nation for users to access in the field

NEW! Advanced Survey Features

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

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

Also see:

• NationBuilder's article on how to create a survey and attach it to a page

• Our article on Viewing survey results

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Advanced Surveys Features

FieldEdge offers several features that upgrade NationBuilder's survey to make them even more powerful in the field!

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.

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.

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

Name

Multiselect

NB Question Format

multiple_choice

Question Slug Prefix

multiselect_

Description

Displays as a list of single select choices and allows a user to select more than one annswer.

Name

Script

NB Question Format

text

Question Slug Prefix

script_

Description

Add a paragraph of text. Useful for creating talking points or explaining different sections of the survey, providing instructions.

Name

Email Address

NB Question Format

text

Question Slug Prefix

email_

Description

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).

Name

Phone

NB Question Format

text

Question Slug Prefix

phone_

Description

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).

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

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.

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

Native Fields in FieldEdge Survey questions are available to those who are part of our Customer Advisory & Beta Testing Program.

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

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.

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

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.