Manage Donor feedback survey using Flow template

The Donor feedback survey Template is used by non-profit organizations to automate the process of data collection and optimize collaboration with volunteers and partner organizations. Donor satisfaction survey template.

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Apply automation to your organization’s internal processes. Donor satisfaction survey template

Use the Donor feedback survey Template to conduct online registrations, plan and prepare for meetings, donor satisfaction donor satisfaction survey survey template auto-fill progress reports, and so much more. donor satisfaction survey questions donor satisfaction survey template By applying airSlate’s business process automation to your daily operations you can:

  1. Simplify and streamline team collaboration
  2. Minimize human intervention and errors
  3. Apply no-code document automation to your daily processes
  4. Improve reporting and data trafficking
  5. Enjoy seamless integration with popular platforms

With the Donor donor satisfaction survey questions feedback survey Template, you can build and configure simple or multi-step condition-based workflows with ease. Process all necessary data within your personal Workspace and invite colleagues for productive collaboration.

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Save an average of 8 hours per week with an automated Donor feedback survey workflow

Spend an average of 10 minutes to complete a Donor feedback survey document

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No-code automation, integrations, configuration and distribution of Donor feedback survey

  • Add additional fillable fields to Donor feedback survey

    Workflow document feature example Workflow document feature example
  • Embed fillable Donor feedback survey in your website or distribute it via a public link

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  • Collect payments for Donor feedback survey

    Workflow document feature example Workflow document feature example
  • Authenticate recipients for Donor feedback survey

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  • Request attachments for Donor feedback survey from recipients

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  • Integrate Donor feedback survey with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Donor feedback survey

    Workflow document feature example Workflow document feature example
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Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
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Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
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Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

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Take burdensome tasks out of your business processes with a much more streamlined donor feedback survey template

In today’s world of business, it’s getting more difficult for organizations to deal with a large number of duties and unprocessed papers that simply keep piling up. Getting new employees on board is not really an alternative considering the “new reality” we have to live in. The good news is, there is a solution.
airSlate offers a new strategy for handling business operations. It features an array of automation instruments effective enough to take over the routine part of the day-to-day duties found in all organizations.
Learn how to speed up donor feedback survey template quickly with this basic walkthrough.

How to set up the donor feedback survey template with airSlate:

  1. If you’re unfamiliar with automation, ensure that you look around the website, check out use cases, or take free courses.
  2. Register an account or sign in to an existing one.
  3. Create a Workspace - your collaborative environment for configuring workflows.
  4. From the All Templates tab, decide on a new Template or open an existing one.
  5. Add a file or draft one from scratch using the document editor.
  6. To find a set of documents relevant to the needed workflow, visit the templates library.
  7. Modify the document(s), configure circumstances for your document fields, assign execution roles, and include Bots to improve the routine tasks within the Template.
  8. You may also start out with the pre-set donor feedback survey template by discovering it within the library.
Streamlining and improving the donor feedback survey template has never been easier. Try it out yourself and begin improving your business processes from today.

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How to Manage Donor feedback survey using Flow template

Watch our quick user guide video and learn how to use the Manage Donor feedback survey using Flow template. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Manage Donor feedback survey using Flow template

when you send out an invitation for a forms Pro survey then what happens is it creates a survey invite record which is an activity and it puts it into CD s so the survey invite has a status survey invite status which you can see here and as soon as it's sent then it gets back to as the status then when the contact clicks on the link go ahead and fills out the survey and that comes back in it changes and sets that has responded so we know that the person's actually completed that now there's going to be occasion where you send out requests for surveys and you'd really like to get that feedback you might want to go ahead and send out a reminder if someone hasn't completed the survey after X number of days all right so how can we go ahead and do that let's look at Microsoft flow so we've got a flow that setup here quite straightforward what we're doing first of all is we're doing a trigger with a recurrence so I'm set I've set this to run every single day at nine o'clock so it's run at 9:00 o'clock every day the next thing we're going to do is we're going to add in an action and that action is going to be a date and time action and we're going to do get past time now when we do get past time what we can do is we can say all right well what's the time unit at the time unit can be months days weeks hours and so on so we want to look but X number of days in the past so for this I've used seven but that's just because that's my test data and I know that I have something that wasn't responded to that's seven days old so it could be that your wait time is three days five days depending on the level of importance of that survey response it could be about an event that you've just just had it could be something where you want to get feedback based on an accident it could be feedback based on something that's got a certain sense of urgency so set that interval based on on what's relevant to your organization then what we're going to do is we are going to do a list record step and what we're going to do is we are going to set a filter query and we're going to use MSF P invite status so that's this invite status that I've shown you we want to find those that equal the value of this and that value is basically sent in other words it's not actually being responded to and then what we also want to do is we need to put in a bit of a format on this date that comes back okay and we want to make sure that the created on date