This article is intended for: Financial Engagement or Community Engagement Admin Users.
Use this article to: Create Question Groups to collect feedback and comments from your Engagement Website.
Note: You can select any image below to zoom in.
Creating Question Groups
To add the Feedback Widget to your Engagement Page and start collecting feedback, the first step is to create a Question Group.
- Navigate to Feedback in the left hand navigation.
- Select Questions.
- Select Create New Question Group.
- Note: Set the Question Group as “active”.
Question Types
Short and Long Response
- Type the Question into the text box at the top.
- Add an Image if desired.
- Toggle on Public Response if you want responses to be visible as Comments on your Website.
- Select Show Advanced Settings to open the Advanced Settings. You can choose to automate text messages to a specific response number. Response Phone Number Type includes SMS or WhatsApp.
- Select Save.
Checkbox and Single Select
- Type the Question into the text box at the top.
- Add an Image if desired.
- Select +Add Option or Add Write In, then type the name of each option on each row.
- Select the trash can if you need to delete any options.
- Select Show Advanced Settings to open the Advanced Settings. You can choose to automate text messages to a specific response number. Response Phone Number Type includes SMS or WhatsApp.
- Select Save.
Ranked Choice
- Type the Question into the text box at the top.
- Add an Image if desired
- Select +Add Option and type the name of each option on each row.
- Select the trash can if you need to delete any options.
- Select Save.
Next Steps
The next step after creating your question groups is to add the Feedback Widget to your Engagement Website!
- Training article: Engagement Website - Feedback Widget
Have more questions or need assistance?
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