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How to create a registration survey

Learn how to collect information from participants by setting up a registration survey.

Katrina Grein-Topken avatar
Written by Katrina Grein-Topken
Updated over a month ago

Note: This article is written for Giving Day hosts. If you are a participant or supporter of a Giving Day, this article may not pertain to your efforts.

Step 1: Navigate to your Partner Dashboard

Log in to www.givegab.com and navigate to your Partner Dashboard by clicking on your Giving Day.

Step 2: Navigate to the "Registration Setup" page

Locate and select the "Registration Setup" page on the sidebar.

Step 3: Select "Create Registration Survey"

Scroll down to the section titled "Registration Survey Questions" then select "Create Registration Survey."

Step 4: Add questions to your Registration Survey

After you click the “Create Registration Survey” button, you’ll be able to select from three different types of questions to add to your form. You can add any combination of open-ended questions, single-select questions, or multi-select questions. To begin creating your form, click the blue "+" above the type of question you want to add.

After selecting the blue "+" button, a form similar to the one below will populate. Here you’ll want to type your question in the box and check the box below it if you’d like to make the question required. To add answer choices to a "Single-Select" or "Multi-Select" question, click “Add Choice” and fill the response in the text box. Once your question is complete click the “Save” button.

Step 5: Reorder your Questions

If you need to reorder any of your questions, you can do so by selecting the blue downward arrow and moving the question up or down until you achieve the correct order.

Step 6: Document Uploader (Optional)

As part of the registration process, you can require organizations to upload a document (such as proof of Attorney General registration or financial audit). To add this requirement, navigate back to the main "Registration Survey Questions" section and scroll down to the Documents section.

Select "Add Document" to customize the prompt for the document you are requesting.

To request multiple documents, simply continue to select "Add Document" and customize the upload prompts until all document requirements are represented.

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