If your organization has custom questions that you regularly ask of donors, participants, or sponsors, you can use Global Questions to create a bank of reusable questions that can easily be added or applied by default to new campaigns you create.
By creating a global question one time and applying it as needed to multiple campaigns, you can ensure consistency in the details you want to collect from donors, participants, and/or sponsors.
Tip: Using Global Questions can also help streamline your reports and make your data easier to manage when downloading multi-campaign reports or program-level reports.
Create Global Questions
Visit your Organization Dashboard.
Select Org Settings on the left side menu, then select Global Defaults.
Go to the Global Questions tab and click +New Question.
Choose a question type from the list. In the pop-up that appears, you'll see an option to customize the Question and then the Assignment where the question will display.
Under the Question menu, configure the question. Use the provided toggles to indicate if you need to add Help Text to add additional instructions or context or to set the question as Required.
Under the Assignment menu, indicate the Audience for the question. This could be Participants, Donors, or Sponsors. You can select all audiences that apply.
Under the Assignment menu, set your preference for adding the question automatically to new campaigns you create by adjusting the toggle.
Click Save when complete and repeat for additional questions.
Note: Contact information such as Name, Email, Mailing Address, and Phone Number are fields collected on each campaign. Global questions are ideal for collecting any additional information you require beyond basic contact info.
Note: Global questions are not retroactively applied to existing campaigns upon creation. If you want global questions applied to an existing campaign, you must visit that campaign and add them from your existing global questions.
Apply Global Questions to Campaigns
You have the option to apply global questions by default to new campaigns, but you can also pull from your bank of global questions as needed when adding custom questions on campaigns.
Visit the Dashboard of the campaign where you would like to apply global questions.
Select Settings on the left side menu.
Visit Registration > Collect Info to apply global questions for Participants.
Visit Sponsors > Collect Info to apply global questions for Sponsors.
Visit Donations > Collect Info to apply global questions for Donors.
When adding a custom question, you will see the option to Add New Question or Add Global Question. Select Add Global Question.
You will see a list of any global questions you've created for the selected audience. Click on the question to apply, then click Save.
Editing Global Questions
On a campaign-level, you can choose to enable or disable a global question at anytime, but the content of the global question must be edited from your organization's global defaults menu.
Visit your Organization Dashboard.
Select Org Settings on the left side menu, then select Global Defaults.
Go to the Global Questions tab and click on the Edit icon of any question you need to alter.
Note: Changes to the question, requirement status, or help text will be applied in all places the question is used.
Frequently Asked Questions
What happens if I disable a global question in my organization settings?
If you disable a global question by toggling it off in your organization's Global Defaults menu, the question will be disabled across all campaigns it was applied to. If you don't want to disable the question in all places it is applied, you can visit a particular campaign and disable the question in that campaign's settings.
Why use global questions instead of just adding questions to each campaign?
Global questions can help you create consistency across the information you collect and help streamline your reports. If you ask "Would you like to subscribe to our newsletter?" on one campaign and "Are you interested in subscribing to our newsletter?" on another campaign, any multi-campaign reports you pull will treat this as two questions instead of one question, leading to excess columns and split data in your reports. Adding one global question would simplify your reports.
Global questions are also very useful if you have particular questions you frequently ask so you don't have to recreate them each time and can simply apply them as needed from your bank of questions.