FEATURE / 07 · SURVEY BUILDER · 5 QUESTION TYPES

Canvassing survey builder — ask the right questions, capture the real answers.

Drag-drop builder in the admin. Five question types: multiple choice, yes/no, rating, open text, multi-select. Surveys render on the door screen, work offline, and tie every response to the contact record. Included on every plan.

Question types
5
Offline
Yes, all plans
Export
CSV / Excel, one click
DOOR SCREEN · LIVE SURVEY · WORKS WITHOUT CELL SIGNAL
Beacon mobile door screen at 4408 N 38th St, Robert and Linda Hayes, with monthly bill survey question and disposition buttons rendered for an offline canvasser
Used for  voter ID · issue advocacy · grant reporting · D2D quote capture · member renewal drag-drop · 5 types · offline · CSV export

— Capabilities

The form layer your field op already wishes it had.

Surveys live in the admin, attach to one or many campaigns, and render on the door screen the moment a canvasser logs a disposition. Cached locally so they work in basements, dead zones, and parking garages.

/01 — BUILD

Drag-and-drop builder

Five question types: multiple choice, yes/no, rating (1–5 or 1–10), open text, multi-select. Mark required, add help text, preview on a phone before publishing.

  • 5 question types
  • Required / optional flags
  • Mobile preview before publish

/02 — DELIVER

Door-screen render

Once attached to a campaign, the survey appears on the canvasser's door screen after they pick a disposition. Form definitions cache locally for offline render.

  • Renders inline on the door screen
  • Cached locally for offline use
  • Reusable across campaigns

/03 — CAPTURE

Tied to the record

Every response links to the contact, the interaction, the canvasser, and the campaign. Full audit trail. Export aggregates as CSV or Excel for grant reporting or analysis.

  • Linked to contact + interaction
  • Per-canvasser, per-campaign attribution
  • One-click CSV / Excel export

— What you can ask

Five question types covers everything a field program runs.

Build voter-ID surveys with party-affiliation pickers, issue-advocacy questionnaires with rating scales, grant-reporting forms with required fields, sales qualifying questions with multi-select. Same builder, different programs.

  • Multiple choice single-select · radio
  • Yes / No boolean · 2-option
  • Rating scale 1–5 or 1–10
  • Open text free-form response
  • Multi-select choose multiple options
Atmospheric image of a clipboard with survey form, representing the form-building and field-survey workflow

— How a survey gets fielded

Four steps from blank canvas to grant-ready export.

Same loop for a 3-question voter ID and a 12-question advocacy questionnaire.

/01

Build in admin

Drag question types into the editor. Set options, required fields, rating ranges. Preview on mobile to see how it'll render at the door.

/02

Attach to a campaign

Link the survey to one or many campaigns. Reuse the same survey across multiple programs — responses still tracked per campaign.

/03

Knock & capture

Canvasser logs a disposition; survey form appears inline. Works offline. Responses queue locally and sync on reconnect.

/04

Export & report

One-click CSV or Excel export with contact info, canvasser name, timestamp, and every answer in a flat format. Drop it into a grant report or BI tool.

— FAQ

Common questions.

Q / 01

What question types are supported?

Five: multiple choice (single select), yes/no (boolean), rating scale (1–5 or 1–10), open text (free-form), and multi-select. Each can be marked required or optional.

Q / 02

Do surveys work offline?

Yes. Survey definitions are cached when canvassers sync their walk list. The form renders from local data and responses are stored on the device. They sync to the server tied to the right contact and interaction once signal returns.

Q / 03

How do I export for a grant report?

From the campaign dashboard, select the survey and click Export. CSV or Excel. The export includes contact info, canvasser, timestamp, and every response in a flat format ready for analysis or grant submission.

Q / 04

Can I reuse a survey across campaigns?

Yes. Surveys are independent of campaigns. Build once, attach to many. Responses are tracked per campaign so you can compare results across cycles or chapters.

— Build a survey

Field a survey on your first walk.

Open a Beacon account, drag five questions into the builder, attach to a campaign, hand the canvassers a phone. Responses start arriving the moment the first door opens.

Every plan
Survey builder included
Question types
5 · multi · rating · text
Offline
Cached + queued