Creating, Linking & Exporting a Survey

Purpose

This guide walks you through how to:

1. Create a survey in Fundky;

2. Add any question type (multiple‑choice, free text, etc.);

3. Attach the survey to donation, ticket‑purchase or participation forms of one or multiple campaigns;

4. Export survey results—including transaction details—in CSV format.

1. Open the Surveys section

1. Log in to your Administrator dashboard.

2. In the left-hand menu, click Surveys.
   See screenshot [1] – the “Surveys” menu is framed in orange.

2. Create a new survey

1. Click Create a survey + in the upper‑right corner (screenshot [1]).

2. In the Information tab:

   • Enter a Name for your survey.

   • Tick where it should appear:

     • Platform: general donation form;

     • Campaigns: choose one or more forms:

       • Donation form;

       • Participation form;

       • Ticket‑purchase form.

3. Click Save draft (or Publish right away if you’re ready).

3. Add questions (tab Fields)

1. Switch to the Fields tab.

2. Click Add a field – the “Field list” window opens (screenshot [5]).

3. Choose the desired question type:

   Type Typical use Limit Date Pick a date from a calendar 1 date Input field Short answer (≤ 60 chars) 1 line Dropdown menu Select one option from several ≤ 250 chars/option Radio button Single answer (radio style) ≤ 250 chars/option Checkboxes One or several answers ≤ 250 chars/option Text area Longer answer (≤ 250 chars) Paragraph

4. Enter the label and the choices (if applicable).

5. Enable Required field if necessary.

6. Click Apply and repeat for every question.

7. When done, click Publish changes (screenshot [3]).

4. Link the survey to a campaign or the platform

⚠️ Important: A survey can be attached to multiple forms, but the assignment is per language. If you later switch to “EN,” repeat the assignment there.

1. Return to the survey’s Information tab (screenshot [6]).

2. Tick the desired form(s): donation, tickets, participation.

3. Select the relevant campaigns/tickets in the drop‑down lists.

4. Click Publish.

Once published:

• The survey automatically appears at the end of each selected form.

• Respondents must complete all mandatory questions before finishing their transaction.

5. Test & edit

• Click the pencil icon next to a survey in the list to reopen and adjust it (screenshot [1]).

• You can always switch the survey back to Draft to hide it temporarily.

6. Export results

1. In the survey list, click the survey name.

2. Open the History tab.

3. Click Export as CSV (screenshot [2]).

4. The downloaded file contains:

   • Answers to every question;

   • Transaction ID;

   • Donation, ticket or participation amount;

   • Campaign ID and name.

💡 Tip: Open the CSV in Excel or Google Sheets to filter and analyse your data quickly.

7. Best practices

• Keep required questions to a minimum to reduce donor fatigue.

• Use multiple‑choice questions when possible—they’re easier to analyse.

• Test your survey with a test account before publishing live.

• For language‑specific surveys, duplicate the survey and edit each language version separately.

8. FAQ

Can I edit a survey that’s already published?
Yes, but existing answers aren’t retroactively updated if you change the questions.

How many surveys can I create?
As many as you need; we recommend keeping the list tidy.

Do the results include anonymous donations?
Yes. The CSV exports an “anonymous” flag so you can filter those responses.

Still have questions? Chat with us in‑app or email [email protected]Screenshots referenced