Adding a survey
Create a survey in your nation for users to access in the field
Last updated
Create a survey in your nation for users to access in the field
Last updated
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
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.
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
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
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.
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:
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
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.
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.
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.
Add them to an existing email automation workflow. Great for following-up post canvass.
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 a membership along with an expiry date. Get creative by assigning Memberships as a way to group people.
Multiselect
multiple_choice
multiselect_
Displays as a list of single select choices and allows a user to select more than one answer.
Script
text
script_
Add a paragraph of text. Useful for creating talking points or explaining different sections of the survey, providing instructions.
Email Address
text
email_
Phone
text
phone_
🚨 Important Limitation: when exporting the survey results through NationBuilder, only a single answer will be exported. How it looks in FieldEdge:
How it looks in FieldEdge:
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:
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:
