The Custom Questions table in WeGive provides a centralized view of all the supporter questions configured across different elements like Checkouts, Events, Pledge Creates, and Forms. This feature allows you to track, manage, and review all custom question configurations and their answers directly from your dashboard.
What Are Custom Questions?
Custom Questions are user-defined fields that appear on various elements in WeGive, such as donation checkouts, event registrations, pledges and forms. These questions help gather additional information from supporters (e.g., meal preference, shirt size, or how they heard about your organization).
Accessing the Custom Questions Table
- Navigate to the Data tab in the WeGive dashboard.
- Click on Custom Questions to open the Custom Questions Table.
Using the Custom Questions Table
The Custom Questions Table includes a row for each question associated with your active and archived elements. Each row provides the following:
|
Column |
Description |
|
ID |
Unique identifier for the custom question |
|
Title |
The actual question being asked |
|
Input Type |
Type of response field (e.g., address, checkbox, free text, dropdown, etc.) |
|
Owner |
The specific name of the Checkout, Event, Form, or Pledge using the question |
|
Owner Type |
The type of element (Checkout, Event, Form, or Pledge Create) |
|
Created At |
The date the question was created |
Filtering Options
At the top of the table, you can filter questions by:
- Status: Active or Archived
- Owner Type: Checkout, Form, Event, Pledge Create
- Specific Element: Filter by the name of a specific form, event, checkout, or pledge
- Creation Date: Narrow down by when the question was created
Viewing Answers to Custom Questions
To see responses collected from supporters:
- Locate the Owner name for the question (e.g., the event or checkout it belongs to).
- Click on the Owner name to open that specific element's details page.
- Navigate to the Related, Registration, or equivalent tab within that element.
- Scroll to the Custom Question Answers Table to view all submitted answers for that question.
Best Practices
- Label questions clearly to ensure consistent reporting across elements.
- Use appropriate input types based on the expected response (e.g., dropdown for t-shirt sizes).
- Review archived questions periodically to clean up outdated forms or events.
- Visit the Owner element directly to see full context and responses related to each question.