Manage Questions

General Questions, limited to 2000 characters, can be used to collect additional information about a supporter using different question field types. They are distinct from opt-ins, which typically use a radio or checkbox field type to collect a ‘Y' (Yes) or 'N’ (No) response value, indicating a responder's consent or withdrawal of consent.

Adding, editing, deleting, checking usage and version history of a question

Questions are managed using either page components or a form block on individual pages.

Using Components

Go to pages > components > questions and opt-ins.

i. New Question: Select New Question

ii.
1. Edit: Search for the question name, then select
2. Delete: Search, then select
3. Find associated pages using a question:
  Search, then select to open a list of pages using the question
4. Component Updates: N/A

Complete the required information for new questions and save.

Using page builder

Add (or edit) a form block component on a page.

In the form block, select questions > manage questions.

i. New Question: Select New Question

ii.
1. Edit: Find the question name and select
2. Delete: Find and select
3. Find associated pages using a question: N/A
4. Component Updates: Locate the question and select to open the component update window.

Complete the required information for new questions and save.

Required information for new :general_Question: questions

Name	This is an internal name used for identifying your question.
Label	This is the question you want to ask your supporters. Enabling the rich text editor allows you to edit the HTML source, add and remove links (for example, to a Terms and Conditions page), create anchor links and edit the formatting of the question label.
Field Type	You need to determine the type of field you would like to create: text field, text area, radio, select, or checkbox. split select, triple select, radio with input or select with input.
Edit Values	Once a field type is selected, you can set the default values to be used for the question.
Mandatory	Check or uncheck this depending on whether the question is mandatory or not.
Locale	If you have multiple locales on your account, you can use this to create the questions in a different language.

Question values

When creating a question, you are required to add a label and a value

Editing labels and values

Label: What the supporter on the page will see.
Value: The transactional data recorded as a response to that question.

Editing questions and labels:

Editing: When writing the label, the value will pre-populate when selecting that cell.
Ordering: To order how the answers appear, select and move up or down
Default response: To choose the default response, select the radio button against the value
Add or delete labels/values: To add, select and to delete select

Choosing Question values

Two main question types can be created: question multiple response (QMR), question checkbox/opt-in (QCB), or Confirmation Question (CQS). There are specific single-character values that can determine the type of question created.

To avoid a single question having both QMR and QCB question type responses, avoid using the values Y, N, P, and D alongside other values, such as maybe.

The following illustrates how different values can generate two distinct question types: question multiple response (QMR), question checkbox/opt-in (QCB), or Confirmation Question (CQS).

Label	Value	Question Transaction Created
Yes	Yes	QMR
Yes	Y	QCB

Field Types

When creating questions, you have multiple field types to choose from, which will affect how the question is displayed.

Type	Transaction Type	Description
Text	QMR \| QCB	A single-line text field for general input
Text Area	QMR \| QCB	A larger text field for general input
Select	QMR \| QCB	Allows for a single selection from a dropdown of options
Radio	QMR \| QCB	Allows for a single selection from a group of options
Checkbox	QMR \| QCB	Allows for multiple selections
Password	QMR \| QCB	A text field that hides the input characters (used for passwords)
Split Text	QMR	A text field that is split into two sections and can optionally include a delimiter
Split Select	QMR	A select field that is split into two sections and can optionally include a delimiter
Radio with input	QMR \| QCB	Allows for a single selection from a group of options, with the last option opening a text box to input a value
Select with Input	QMR \| QCB	Allows for a single selection from a dropdown of options, with the last option opening a text box to input a value
Uneditable Text*	QMR \| QCB	The field value can be seen but not changed
Triple Text	QMR	A text field that is split into three sections and can optionally include a delimiter
Calendar	QMR	Displays a calendar for the supporter to choose a date. Formats date as DD-MM-YYYY
Hidden	QMR \| QCB	Hides the field on Engaging Networks pages
Email	QMR	Validates input as an email address
Number	QMR	Accepts numeric values
Telephone	QMR	Accepts telephone numbers.
Image Select	QMR \| QCB	Allows for a single selection from a group of options, with the options configured as images
Range	QMR	Displays a range selection widget with configurable min and max
Rating	QMR	Displays filled or empty stars with a configurable max rating
Token*	QMR	*Generally, this is not a field type used for questions