FEATURE / 07 · SURVEY BUILDER · 5 QUESTION TYPES

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

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.

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 (where voters stand) · issue advocacy · grant reporting · door-to-door sales quotes · member renewal drag and drop · 5 types · offline · CSV export

Capabilities

The field survey app for door-to-door programs

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

Drag-and-drop canvassing survey builder

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.

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

/02, DELIVER

Door-to-door surveys on the door screen

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.

  • Appears on the door screen
  • Saved on the phone for offline use
  • Reusable across campaigns

/03, CAPTURE

Field survey responses tied to the contact record

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.

  • Linked to contact + interaction
  • Credited to each canvasser and campaign
  • 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 screening questions with multi-select, all from the same builder.

  • Multiple choice pick one answer
  • Yes / No two options
  • Rating scale 1 to 5 or 1 to 10
  • Open text written answer
  • Multi-select choose multiple options
Image of a clipboard with a survey form, representing building and using field surveys

How a survey is used in the field

How a canvassing survey gets built, fielded, and exported

The steps are the same for a 3-question voter ID survey or a 12-question advocacy questionnaire.

/01

Build in the admin

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

Attach to a campaign

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

Knock & capture

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

Export & report

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

Canvassing survey builder questions, answered

Q / 01

What canvassing survey question types are supported?

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

Do door-to-door surveys work offline?

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

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 information, canvasser, date and time, and every response in a single table, ready for analysis or a grant submission.

Q / 04

Can I reuse a canvassing survey across campaigns?

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

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 give your canvassers the app. Responses start arriving as the first doors are knocked.

Every plan
Survey builder included
Question types
5 · multi · rating · text
Offline
Saved on the phone