Survey, groups and custom fields

Perrine Punelle

Hello!

I am setting up a survey for new donors (their connection to our foundation, their motivation to give, their interests...).
I'm trying to figure out when to create a group based on their responses and when to use/update a custom field in the constituent record.

Does anyone want to share their experience?

Erik Leaver

Hi Perrine,

I'd approach this thinking about Interests & Groups. Interests are categories that your supporters can select to indicate their preferences of communications from your organization. For example, newsletter, advocacy, events, volunteering, etc.

Groups are your organization's internal facing categories. For example, prospect, mid-level donor, high-touch donor etc. Most communications can be honed with a mix of interests & groups. I'd only suggest custom fields when the data is unique.