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Share Your Experience: Take the 2024 Developer Survey
5 votes
Accepted

Survey Questions vs Contact Info

There are limitations in CiviCRM profiles mixing Contact and Activity fields (survey responses are stored as activities). If your profiles work as you expect during testing, there won't be any hidden ...
Jon G - Megaphone Tech's user avatar
3 votes

What is the best way forward to conduct surveys on an iPad?

If the iPads are connected to the internet, then you can create a profile form (or Webform if your site uses Drupal) and they can submit it directly. I'm not aware of an offline app but others may ...
Coleman's user avatar
  • 18.7k
3 votes

CiviMail Mailing List opt-in checkboxes?

Yes. You can add "Groups" as a field to a CiviCRM Profile. There's similar functionality available on Webform. If you use profiles, only groups with the Visibility setting of "Public Pages" will be ...
Jon G - Megaphone Tech's user avatar
2 votes
Accepted

Read only fields for interviewing

I found out the issue. The reason that some of them were read only and some weren't was due to a bad import. It seems like the Contacts that were having those issues, had more than 1 empty ...
Frank Chau's user avatar
2 votes
Accepted

Survey v petition

is there a reason to use Civi for the form? No. Caldera form + activity processor allows you to do the same, with much more flexibility on how your form looks
Xavier's user avatar
  • 10.2k
2 votes

Is there any way to conduct an online survey?

You can conduct a simple survey in civicrm by creating a Profile with the Custom Fields you need for the survey, and then either expose this form publicly or send out a link with a checksum to give ...
petednz - fuzion's user avatar
  • 28.3k
2 votes

What's the best way to create a multi-page survey in Civi?

There has been talk of supporting multi-step forms and wizards in FormBuilder. If you're interested in sponsoring that improvement, please get in touch on https://chat.civicrm.org/civicrm/channels/dev-...
Coleman's user avatar
  • 18.7k
2 votes
Accepted

Anonymous surveys

While you could certainly use CiviCRM in the method you're describing, I'm not sure it's a great fit. CRMs are inherently about tracking constituent info; this data must be separate from your ...
Jon G - Megaphone Tech's user avatar
2 votes

CiviMail Mailing List opt-in checkboxes?

I'm digging up an old post, but I had the same issue and wanted to share the solution we found for future users. Note that this method solves two problems : it makes it easier to integrate a subscribe ...
Klemet's user avatar
  • 21
1 vote

Is there any way to conduct an online survey?

Webform CiviCRM is pretty good fur surveys, if you're using Drupal.
Lars SG's user avatar
  • 4,073
1 vote

CiviMail Mailing List opt-in checkboxes?

It sounds like you are using Drupal. In which case, via Webforms integration, set Groups (on Contact 1 presumably) to 'user selects. Then in the webform component, edit Groups and select only those ...
petednz - fuzion's user avatar
  • 28.3k
1 vote

Non-admin user can't reserve survey respondents without getting error "Missing Interviewer contact."

It seems like you'd need to do 'Administer CiviCampaign' to get it going. What I did was enable that for the user group and then hid the admin stuff from the contributor role for editing the ...
Frank Chau's user avatar
1 vote

Non-admin user can't reserve survey respondents without getting error "Missing Interviewer contact."

I believe you also need the "CiviCRM: access contact reference field" permission, based on what you're reporting.
Jon G - Megaphone Tech's user avatar
1 vote

How to cure empty config screens in civi?

This looks like a problem with your compiled templates - try deleting templates_c. You can do this in-app, or manually. That said, templates_c errors are often indicative of a misconfiguration (most ...
Jon G - Megaphone Tech's user avatar
1 vote
Accepted

Campaigns, surveys, custom fields...?

Take a look at petitions. I have accomplished something similar using a petition. The documentation is here: https://docs.civicrm.org/user/en/latest/petition/what-is-civipetition/ Hope this helps
KilakwaBT's user avatar
  • 2,351
1 vote

What is the best way forward to conduct surveys on an iPad?

I was looking at a similar solution for one of my clients a while back, where they were very likely to be offline. A quick Google search (I think I searched for 'offline forms iOS' or somesuch) ...
Graham's user avatar
  • 4,055
1 vote

CiviSurvey - User/Config Question

A Drupal solution we implemented recently was to put the survey/rating fields on the participant record, then set up a Scheduled Reminder to send a checksum link to a Webform that holds the fields. ...
petednz - fuzion's user avatar
  • 28.3k
1 vote

Cannot create Survey when Events have 'is required' custom data: is this the fix?

I've created an issue and a PR for this fix. See https://issues.civicrm.org/jira/browse/CRM-18447 and https://github.com/civicrm/civicrm-core/pull/8188
Ken West's user avatar
  • 1,047

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