FieldEdge Guides
HQ Dashboard
  • 👋Welcome! Start Here
  • ⚡Quick Start for Field Users
  • 🧑‍🤝‍🧑Team Setup
    • Permission Sets
    • Restricting Access
  • Migrating to v3
    • Migration Emails
  • Guide to Canvassing & Calls
    • Canvassing Overview
    • Call Time Overview
    • Setup
      • Creating walk lists
      • Creating call lists
      • Create walk lists on the fly
      • Assigning walk lists
      • Assigning call lists
      • Adding a survey
    • Workflows
      • Capturing Voter ID/Sentiment/Support Level
      • Capture campaign involvement / volunteer interest
      • Sharing lists while canvassing
      • Re-canvass & re-calling voters
      • Turf cut by district, ward or pecinct
      • Include all people in households
      • Collecting extra profile data (eg. email address)
    • Reporting
      • Activity summary
      • User location tracking
      • Filtering activity in NB
      • Viewing survey results
      • Exporting activity and notes
  • Product Tour | Mobile App
    • Overview
    • People
      • Search
      • Profile
    • Canvass
    • Call Time
    • Actions
    • Tags
    • Offline Capabilities
  • Product Tour | HQ
    • Dashboard Overview
    • App Customization
    • Team Management
      • Default Users
      • Accountless Users
      • Campaign Managers
    • Performance
    • Tools
      • List Reset
    • Multiple Nations
  • Everything else
    • Other Guides
      • Why is my precinct (NBEC) data missing?
      • Missing people or organisations in People section
      • Checkout error: Your card does not support this type of purchase
      • Search doesn't always find people in my nation
      • Ensuring FieldEdge Access to GPS Location on Your Device
      • Error message: You do not have permission to use this app
      • Add FieldEdge Support to your nation
      • Surveys not showing up in FieldEdge
      • Trouble Logging In?
      • Batch update a list in NationBuilder
      • FieldEdge Special Tags
      • Customer Advisory & Beta Testing
        • How to Install FieldEdge Beta on iOS and Android
        • How to Install a Beta APK from FieldEdge via Google Drive
        • Untitled
      • Compliance best practices for sending SMS messages
      • People missing from Canvass or Call Time list
      • Battery Usage Tips While Using FieldEdge
    • Changelog
    • Legal
      • Terms of Service
      • Privacy & Disclaimer
Powered by GitBook
On this page
  • Create a survey for use in FieldEdge
  • Advanced Surveys Features
  • New Advanced Field Types
  • Make a Field Required
  • Native Contact Fields
  • Automated Actions
  • Auto-tagging
  • Add to Path
  • Enroll in Automation
  • Assign Point Person
  • Assign Membership

Was this helpful?

  1. Guide to Canvassing & Calls
  2. Setup

Adding a survey

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

PreviousAssigning call listsNextWorkflows

Last updated 5 months ago

Was this helpful?

NEW!

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

Also see:


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.

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

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

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.

Having trouble seeing your survey? If some or all of your users are not seeing the survey you setup, see our article

on how to create a survey and attach it to a page

Our article on

Name
NB Question Format
Question Slug Prefix
Description
Name
NB Question Format
Question Slug Prefix
Description
Name
NB Question Format
Question Slug Prefix
Description
Name
NB Question Format
Question Slug Prefix
Description
Surveys not showing up in FieldEdge
NationBuilder's article
Viewing survey results

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_

Advanced Survey Features

🚨 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:

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