Collect information with a survey and send a welcome email

When members sign up for a programme you can ask them questions with a survey, for example the shirt size, allergies or photo consent, and send them a welcome email automatically.

Example: for the summer camp you ask for the child's T-shirt size and allergies, and send a welcome email with the first day's plan.

1. Open the programme's advanced settings

1. Go to Home → Programmes, click the three dots (⋮) on the programme and choose Edit. You can also do this when you create a new programme.

2. Scroll down and click Advanced settings.

2. Add a survey

1. Under Survey, click Manage.

2. Choose an existing survey from the list. A preview of the questions is shown on the right.

3. To make a new one, click Create new, give it a title and description, add your questions and click Save.

4. Click Select to attach the survey to the programme.

Members answer the survey when they register. Questions marked with * are required.

3. Send a welcome email

1. Under Welcome email, click Manage.

2. Choose an email template, or create a new one, and select it.

The email is sent automatically to everyone who signs up for the programme.

4. Save

Click Save Changes.

See the answers

Open the registration (for example under Home → Registrations), click the three dots (⋮) and choose Manage survey to see a member's answers. Use Export as Excel on the programme to download all answers.

Related articles

• Create a programme

• Edit, clone or archive a programme

• The member overview page