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How to create a survey for relational organizing
How to create a survey for relational organizing
Autumn Dorsey avatar
Written by Autumn Dorsey
Updated over 3 months ago

After creating a list for relational organizing, the next step is to create a text message or a survey for relational organizing.


Step 1/10: Click on Message

Step 2/10: Click Survey or Text

Click on Survey…

Step 3/10 Label and create survey or text

Step 3/10 Label and create survey

Step 4/10: Click on Add Question to start writing your survey

Step 5/10: Write your question and/or intro script

Step 5/10: Click on Add Question to start writing your survey

Step 6/10: Add your response options

Optional: Add Jump Logic or Randomize Order

Numinar now allows surveys to have Jump Logic and Randomize Order options! With Jump Logic, you can have your survey jump to a question depending on the response given. With Randomize Order, the available response options will be given in a random order to the individual.

Click the dropdown menu "Show Advanced Options" to turn on these advanced options.

Step 7/10: Add your tag

Each question receives its own tag. This allows you to create lists based off voter's responses. We recommend using a tag that corresponds to the question.

💡You can create your tag in the "tags" page under data.

Step 8/10: Review your survey

Step 8/10: Review your survey

Step 9/10: Click Save

Step 10/10: Click on Back to return to full list of surveys

Step 10/10: Click on Back to return to full list of surveys

Optional: Conditional Texts

You can also use conditional texts for relational organizing. Check out this video on how to build conditional texts for relational organizing or check out this article on conditional texts!

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