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The Define Connection Options Workspace | Tiers III & IV

Estimated reading: 1 minute 157 views Contributors

Defining connection options in Tiers III & IV is very similar to setting up the survey.

Parts of the workspace

1) Indicates what page you’re on, within your project.

2) Indicates which project you’re currently working on.

3) Underline shows you’re in the first tab of the project phases navigation bar – SetUp

4) Underline shows you’re in the ‘define connection options’ tab of the Set-Up phase

5) On the left is the Builder – you’ll drag fields from the right side of the workspace to the left. There you can put them in the order you want and edit the field content.

6) On the right you can select from your field options to drag onto the Builder canvas.

7) Enables you to preview the form.

8) Save the whole connection options – don’t forget to save frequently!

9) Cancels you out and doesn’t save whatever changes you’ve made since your last save.

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The Define Connection Options Workspace | Tiers III & IV

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CONTENTS

Fine Tuning Your Member Options

Moving Data Between Projects and into Other Platforms

Managing Project and Member Privacy

sumApp

Kumu

Understanding Options Regarding Connections and What Shows on the Member Connections Page

sumApp Member View | Connections Page | Filter by Segment

1. Click “Connections” to find members you want to add a connection to. 2. Selec

Steps to Manually Add a Segment in sumApp from ‘Manage Members’ Page

1. From ‘My Projects’, select the ‘Manage’ drop-down for the project you want to

Manage Invitations

See a list of all members in your project. Send an invitation email to your memb

Use ‘Manage’ Button to Access All Your Project Pages

Click ‘Manage’ button to access your project management pages. Edit Survey Form.

Delete a Project

A project you no longer need can be: Deleted completely Deletion is not reversib

Manage Your Subscription

Cancel your subscription. Return to sumApp. Remove a payment method. Add a payme

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