Project Questions

Project-based questions let you collect and organize valuable information about your contacts and can be used as filters to help you create highly specific groups that can be targeted in eblasts, RSVP events and more.

There are several ways questions can be answered. The most common is a group of questions included on registration forms which contacts answer themselves. When manually adding a contact into Spark, team members are prompted to answer these questions as well. 

You can also create internal-use questions that are not on your registration form to help segment your contacts. For example, for a phased project, you could create a question noting which phase buyers purchased in, then create lists of purchasers by phase, which would allow you to send customized construction updates for each phase. 

Finally, if the questionnaire is skipped when a new contact is added, new questions are later created, or a team member learns additional answers about a contact, they can edit a contact’s answers by going to the Q&A section of their profile.

 

 

Click to jump to the topic of your interest:

• Tracking Marketing Source
• Adding a New Question
• Editing an Existing Question
• Deleting a Question
• Rearranging Question Order

Tracking Marketing Source

 

Project questions also track a contact’s marketing source. By default, the marketing source is tracked by the answer to the question “Where did you hear about us?” but this can be changed by choosing another question from the drop down list. In addition, a question’s wording can be edited to match your registration form. For example, your project may prefer to use “How did you hear about us?”

Your Marketing Source question will automatically have certain characteristics applied to it: it will be marked as a required, single-answer question and cannot be deleted so long as it remains your source tracking question.

Adding a New Question

 

The Spark team set up many of your project’s questions when creating your project, but you can always add more if the need arises. To add a new question, go to Menu → Forms → Questions and click New Question at the bottom of the question list. 

Fill in the following fields:

 

 

 

If you would like to make the question mandatory when creating a new contact via registration form, toggle the Required Question switch on to green. 

 

The Allow “Other” Answer toggle allows respondents to type their own answer into a blank text field. If you would like “Other” to be an option without permitting respondents to type an additional answer, make it one of the answers in the Possible Answers section.

Note: for data integrity purposes, it is not possible to toggle the Allow “Other” Answer switch for your marketing source tracking question.

When you are done, click Update Questions.

Editing an Existing Question

 

From time to time, it may be necessary to edit an existing question, such as if you have recently started advertising with a new provider and would like to track the leads generated from this source. 

To edit a question, go to Menu → Forms → Questions. Click on the question and make the necessary changes to the question itself, the possible answers or the setting toggles. When you are done, click Update Questions.

 

Deleting a Question

 

If a question must be deleted for any reason go to Menu → Forms → Questions. Click on the question and click Delete Question.

Note: Deleting a question immediately removes it from the Q&A, but it is not removed from the profile of any contacts who have answered it. You will, however, no longer be able to filter contacts by that question. This is true even if the question is later created exactly as originally worded, so be very certain before deleting any questions!

Rearranging Question Order

 

By default, questions appear on the Q&A page in the order they were created, but this can be customized to make answering the Q&A more efficient for your team. For example, perhaps there is one question that is so commonly used it should be the very first on the page, or maybe your team has decided to place all mandatory questions at the top and move all optional questions to the bottom.

 

 

Watch the Video Tutorial!