Custom script for to format questions on registration/donation forms

Kelly Kopish · October 2017

Hi!

I work for the Epilepsy Foundation, and it is important that we know people's "relationship to epilepsy" so we know how best to serve them. Currently, the field we use to store that info in LCRM does not sync with LO, so we are losing out on collecting that data when people register for our events and workshops online. I'm wokring to rectify this issue by created boolean fields online and checkbox fields in LCRM for each "relationship to epilepsy" that we track. I can then associate those fields with each other, and when someone checks that that have a certain relationship to epilepsy in LO, it will show up in LCRM as well.

Here's the problem:

I want to create a standard question to add to registration forms that asks people what their relationship to epilepsy is and allows them to check a box from a list - but there's no way to consoldate those feilds into one question on a donation/registration form in LO. So instead of asking "What is your relationship to epilepsy" and having a number of responses to check, it's going to render as a series of questions: Do you have epilepsy (Yes i have epilepsy/no I don't have epilepsy), Does your child have epilepsy (Yes my child has epilepsy/No my child does not have epilepsy) etc.

LO Support team says there is probably a simple javascript code that would hide all the questions, leaving just the answers - thus making it appear like one question with a series of checkbox answers.

I figured I can't have been the first person to try to add a standard question to a registration form, so I'm wondering if anyone else already has this script written, or has an alternative solution that allows this data to sync cleanly with LCRM?

Thanks in advance for any help!

-Kelly

Maya Rabinovitch 2 · November 2017

Kelly Kopish:

Hi!

I work for the Epilepsy Foundation, and it is important that we know people's "relationship to epilepsy" so we know how best to serve them. Currently, the field we use to store that info in LCRM does not sync with LO, so we are losing out on collecting that data when people register for our events and workshops online. I'm wokring to rectify this issue by created boolean fields online and checkbox fields in LCRM for each "relationship to epilepsy" that we track. I can then associate those fields with each other, and when someone checks that that have a certain relationship to epilepsy in LO, it will show up in LCRM as well.

Here's the problem:

I want to create a standard question to add to registration forms that asks people what their relationship to epilepsy is and allows them to check a box from a list - but there's no way to consoldate those feilds into one question on a donation/registration form in LO. So instead of asking "What is your relationship to epilepsy" and having a number of responses to check, it's going to render as a series of questions: Do you have epilepsy (Yes i have epilepsy/no I don't have epilepsy), Does your child have epilepsy (Yes my child has epilepsy/No my child does not have epilepsy) etc.

LO Support team says there is probably a simple javascript code that would hide all the questions, leaving just the answers - thus making it appear like one question with a series of checkbox answers.

I figured I can't have been the first person to try to add a standard question to a registration form, so I'm wondering if anyone else already has this script written, or has an alternative solution that allows this data to sync cleanly with LCRM?

Thanks in advance for any help!

-Kelly

Hi Kelly -

Do they need to be able to pick more than one of the answers? Does it need to go to their constituent record?

Either way, have you thought about embedding a survey in your regirstration form? (You'd need to embed the survey in a pagebuilder reusable, I think... Full disclosure: it's been a while.)

Maya

Laura Gauthier · November 2017

Maya Rabinovitch:

Kelly Kopish:

Hi!

I work for the Epilepsy Foundation, and it is important that we know people's "relationship to epilepsy" so we know how best to serve them. Currently, the field we use to store that info in LCRM does not sync with LO, so we are losing out on collecting that data when people register for our events and workshops online. I'm wokring to rectify this issue by created boolean fields online and checkbox fields in LCRM for each "relationship to epilepsy" that we track. I can then associate those fields with each other, and when someone checks that that have a certain relationship to epilepsy in LO, it will show up in LCRM as well.

Here's the problem:

I want to create a standard question to add to registration forms that asks people what their relationship to epilepsy is and allows them to check a box from a list - but there's no way to consoldate those feilds into one question on a donation/registration form in LO. So instead of asking "What is your relationship to epilepsy" and having a number of responses to check, it's going to render as a series of questions: Do you have epilepsy (Yes i have epilepsy/no I don't have epilepsy), Does your child have epilepsy (Yes my child has epilepsy/No my child does not have epilepsy) etc.

LO Support team says there is probably a simple javascript code that would hide all the questions, leaving just the answers - thus making it appear like one question with a series of checkbox answers.

I figured I can't have been the first person to try to add a standard question to a registration form, so I'm wondering if anyone else already has this script written, or has an alternative solution that allows this data to sync cleanly with LCRM?

Thanks in advance for any help!

-Kelly

Hi Kelly -

Do they need to be able to pick more than one of the answers? Does it need to go to their constituent record?

Either way, have you thought about embedding a survey in your regirstration form? (You'd need to embed the survey in a pagebuilder reusable, I think... Full disclosure: it's been a while.)

Maya

That's what I was going to suggest!

Kelly Kopish · November 2017

Thanks for the response! I looked into using a survey, but unfortunatly that won't work because it needs to be able to sync with LCRM.

(Ideally people would be able to check more than one box, but I'd settle for one if I can make this work!)

Maya Rabinovitch 2 · November 2017

Now, I don't use LCRM, so I may be way off here but...

Couldn't you create a custom field in LCRM that syncs with LO... Then your survey response could map to that field -

https://www.blackbaud.com/support/howto/coveo/luminate-crm-integration/Luminate_Integration_Reference/Mapping_Synchronizing.html

Kelly Kopish · November 2017

Maya Rabinovitch:

Now, I don't use LCRM, so I may be way off here but...

Couldn't you create a custom field in LCRM that syncs with LO... Then your survey response could map to that field -

https://www.blackbaud.com/support/howto/coveo/luminate-crm-integration/Luminate_Integration_Reference/Mapping_Synchronizing.html

A pick-list or checkbox style question in a survey can't populate individual feilds in LO (which is necessary for it to sync with LCRM). So I'm still left with asking, as individual questions, "Do you have epilpsy?" "Does your child have epilepsy?" etc etc etc.

Maya Rabinovitch 2 · November 2017

Ah. But a dropdown can... Which is why this only works if they can select only one answer. They'd have to pick:

I have epilepsy

My child has epilepsy

A close friend or relative has epilepsy

No direct connection

Etc.

That won't work?

Maya

Kelly Kopish · November 2017

Oh, maybe then! The support rep I was working with told me surveys were a no-go, but I'll have to look into this further. Thanks!

Brian Mucha · November 2017

Kelly Kopish:

Oh, maybe then! The support rep I was working with told me surveys were a no-go, but I'll have to look into this further. Thanks!

The big question is how is the multiple answer data stored in the field in LCRM?

If it's something like a delimited list, here's a way to do this with LO.

I would present an html checkbox list, which actually populates a hidden open text field with the delimited answers. That field is a custom field on the cons record. The populating and delimiting would be easy with some JS bound to the onchecked events for the checkboxes.

'Fake' HTML checkboxes:

[X] I have epilepsy

[ ] My child has epilepsy

[X] A close friend or relative has epilepsy

[ ] No direct connection

Actual LO Field Hidden with CSS: [ patient; friend; ]

Custom script for to format questions on registration/donation forms

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