FEATURE / 07 · SURVEY BUILDER · 5 QUESTION TYPES

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

A drag-and-drop builder in the admin gives you five door-to-door survey question types: multiple choice, yes/no, rating, open text, and multi-select. The surveys render on the door screen, work offline, and tie every response back 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 field survey app for door-to-door programs

Surveys live in the admin, attach to one or many campaigns, and render on the door screen when a canvasser logs a disposition. Form definitions cache locally so the survey works in basements, dead zones, and parking garages.

/01 — BUILD

Drag-and-drop canvassing survey builder

Five question types (multiple choice, yes/no, rating 1-5 or 1-10, open text, and multi-select) with required flags, help text, and a mobile preview before you publish.

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

/02 — DELIVER

Door-to-door survey rendering on the door screen

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

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

/03 — CAPTURE

Field survey responses tied to the contact record

Every response links back to the contact, the interaction, the canvasser, and the campaign, building a full audit trail. Aggregates export as CSV or Excel for grant reporting or downstream analysis.

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

— What you can ask

Five canvassing survey question types that cover every field program

Build voter-ID surveys with party-affiliation pickers, issue-advocacy questionnaires with rating scales, grant-reporting forms with required fields, and sales qualifying questions with multi-select. All from the same builder.

  • 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

How a canvassing survey gets built, fielded, and exported

The same loop runs for a 3-question voter ID survey or a 12-question advocacy questionnaire.

/01

Build in admin

Drag question types into the editor and set options, required fields, and rating ranges. Preview on mobile to see how the survey renders at the door.

/02

Attach to a campaign

Link the survey to one or many campaigns and reuse it across multiple programs. Responses are still tracked per campaign, so you can compare cycles.

/03

Knock & capture

The canvasser logs a disposition and the survey form appears inline. It works offline — responses queue locally and sync when signal returns.

/04

Export & report

One-click CSV or Excel export bundles contact info, canvasser name, timestamp, and every answer in a flat format ready for a grant report or BI tool.

— FAQ

Canvassing survey builder questions, answered

Q / 01

What canvassing survey question types are supported?

Five in total: 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 door-to-door 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 when signal returns.

Q / 03

How do I export survey responses for a grant report?

From the campaign dashboard, select the survey and click Export to download 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 canvassing survey across campaigns?

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

— Build a survey

Field a door-to-door survey on your first walk

Open a Beacon account, drag five questions into the survey builder, attach it to a campaign, and hand the canvassers a phone. Responses start arriving as the first doors are knocked.

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