The drag-and-drop builder in the admin dashboard offers five question types for door-to-door surveys: multiple choice, yes/no, rating, open text, and multi-select. Surveys appear on the canvasser's door screen, work offline, and save every response to the contact record. The builder is included on every plan.
Capabilities
You build surveys in the admin dashboard and attach them to one or more campaigns. A survey appears on the door screen when a canvasser records a disposition (the result of the visit). The questions are saved on the phone, so the survey works in basements, dead zones, and parking garages.
/01, BUILD
Choose from five question types (multiple choice, yes/no, rating 1 to 5 or 1 to 10, open text, and multi-select), with required flags, help text, and a mobile preview before you publish.
/02, DELIVER
Once a survey is attached to a campaign, it appears on the canvasser's door screen when they choose a disposition. The questions are saved on the phone, so the survey still opens in a dead zone.
/03, CAPTURE
Every response is linked to the contact, the interaction, the canvasser, and the campaign, which creates a complete record of who collected what. Totals export as CSV or Excel for grant reporting or further analysis.
What you can ask
Build voter-ID surveys with party-affiliation pickers, issue-advocacy questionnaires with rating scales, grant-reporting forms with required fields, and sales screening questions with multi-select, all from the same builder.
How a survey is used in the field
The steps are the same for a 3-question voter ID survey or a 12-question advocacy questionnaire.
/01
Drag question types into the editor and set options, required fields, and rating ranges. Preview it on mobile to see how the survey will look at the door.
/02
Link the survey to one or more campaigns and reuse it across programs. Responses are still tracked by campaign, so you can compare election cycles.
/03
The canvasser records a disposition, and the survey form appears on the same screen. It works offline, and responses are saved on the phone and uploaded when the signal returns.
/04
A one-click CSV or Excel export includes contact information, canvasser name, date and time, and every answer in a single table, ready for a grant report or reporting software.
FAQ
Q / 01
There are five: multiple choice (pick one), yes/no, rating scale (1 to 5 or 1 to 10), open text (a written answer), and multi-select. Each can be marked required or optional.
Q / 02
Yes. The questions are saved to the phone when canvassers download their walk list (their assigned addresses), the form opens from the phone, and responses are stored there. When the signal returns, responses upload and are linked to the right contact and interaction.
Q / 03
From the campaign dashboard, select the survey and click Export to download CSV or Excel. The export includes contact information, canvasser, date and time, and every response in a single table, ready for analysis or a grant submission.
Q / 04
Yes. Surveys are separate from campaigns, so you can build one once and attach it to many. Responses are tracked by campaign, so you can compare results across election cycles or chapters.
Build a survey
Open a Beacon account, drag five questions into the survey builder, attach it to a campaign, and give your canvassers the app. Responses start arriving as the first doors are knocked.