Engaging Members with Custom Questions

  1. Share
Emilie Macke Emilie Macke
0 0

We're excited to announce a game-changing feature that empowers organizations to deepen their engagement with their members. Introducing: Custom Member Questions. This innovative addition allows for a more personalized interaction between organizations and their users, making every member's experience truly unique.

What Do Custom Member Questions Look Like?

This feature enables organizations to tailor the onboarding and engagement process by asking members specific questions. These questions can be created, filled out, and edited by users, and conveniently viewed, exported, and updated by organization admins.

How Do I Set It Up?

Setting up Custom Member Questions is a breeze. Simply head over to the admin Mission Control, then:

  • Navigate to "Organization Settings"

  • Then, to "General"

  • Then to “Member Questions”

  • From there, you can begin creating your tailored questions. 

The process is intuitive, employing a drag-and-drop mechanism from a question bank or templates for ease and efficiency. Each question can be customized to fit your organization's needs, ensuring a seamless integration into your members' user experience.

How This Impacts Different Members

Custom questions will now appear at the end of every new signup process, allowing new members to provide valuable information from the get-go too.

Existing members have the flexibility to update their answers anytime. This ensures their information remains current. To make updates within a current member profile, just click:

  • Update “Profile”

  • Then, “Member Info”

Organization Admins can access and review all member responses in the Member Modal under the “Personal Information” section, providing a deeper understanding of the community.

Responses to member questions can be exported both as part of a comprehensive Excel file download or selectively for individual members, offering admins versatile options in their data management.

Why It Matters

This feature is more than just a tool; it's a way to foster a closer, more engaging community. By understanding members' needs, preferences, and feedback, organizations can tailor their strategies, events, and communications to ensure every member feels seen and valued.

Get Started Now

Dive into the new “Custom Member Questions” feature today and unlock the full potential of your member engagement strategies. It's time to make every member's experience not just good, but great! If you're new to ServiceReef, take advantage of a free trial to see this new feature along with all the other benefits our platform provides organizations like yours.

Stay tuned for more new features available this Spring. We are committed to continually enhancing your organization's capabilities and experience. Welcome to the future of personalized member engagement!


Meta Description-

New Addition to the ServiceReef Platform. Check out has this feature allows you to personalize your member experience.

Community tags

This content has 0 tags that match your profile.

Short Term Trip Management

ServiceReef Modules


To leave a comment, login or sign up.

Related Content

Announcing a new way to level-up your short-term trip program: Missions Made Simple
ServiceReef announces new way to level-up your short-term trip program: Missions Made Simple We invite you to learn more about how Missions Made Simple —the digital course in missions—can help you achieve greater engagement with your program Louisville, KY-- Mobilizing people to short and long term missions can be cumbersome and confusing. Thousands of missions programs and missions leaders across the globe need more training to equip and engage their teams for short-term and long-term missions trips. We have the tools you need to overcome these challenges and see exponential growth.  Introducing: Missions Made Simple. Created by ServiceReef, Missions Made Simple is a digital course for missions that will help you take your program to the next level. Missions Made Simple was created to help set you up for amazing success as a missions mobilizer, organization leader, team leader, or anyone walking down a path of greater missional engagement. “This felt like the perfect time to release the work we've been doing for years with so many others. Digital is the quickest, most easily accessible way for you to connect yourself and your team to training that fits your missions goals.” said Micah Pritchard, Co-Founder of ServiceReef. How can Missions Made Simple help you? Many ways. Here are three major ways we can help you: #1 Resources to Grow: You will find many resources to help equip you to better lead, guide, and engage those living a missional life.  Explore our courses, worksheets, videos, assessments, and other resources. #2 Connect with Others: We believe you should never feel alone as a missions mobilizer. That's why we have created an online community of others who are equipping and mobilizing people to missional living. Join today to connect with others just like you. #3 Confidence to Lead: Mobilizing and leading people to missional living can be intimidating while at times leaving you to wonder if you're doing it right or well. Here you can find the confidence to go further faster with these tools and the community of others who are mobilizing. About the Missions Made Simple course Level-Up Your Short Term Trip Program will be a game-changer for your missions program. Here you will talk through 10 strategic categories critical to your enhancing your short term trip program. We're certain these sessions will help you and your team achieve greater engagement and program success. Watch the introduction video to learn more about Missions Made Simple:    Here's what you will get from this course: 10 critical tools to equip you for leading missions 10 short video-guided courses Facts about these 10 core functional areas Assessments questions to help you evaluate your current engagement Tips for how to improve One key action item for you and your team Downloadable worksheets with more ideas Discussion board to discuss more ideas with key leaders  Sign up today... we're certain this will help you better your short-term missions program in no time! “This course isn't just for ServiceReef members. This is for all missions leaders to watch and learn—so you're equipped with the tools you need in your missions toolkit." said Will Rogers, Co-Founder of ServiceReef. The course aims to encourage and equip every missions leader and your team to achieve greater engagement and program success.  ServiceReef has set up a special page for missions leaders to be encouraged and equipped with resources to help you grow, connect with others, and give you the confidence you need to lead well. Find out more details and learn about creating a free account today right here.    ServiceReef knows managing mission trips can be time-consuming and stressful. ServiceReef brings all the pieces of missions - participants, forms, team leaders, fundraising, donors, meetings, & more - into a single platform so you can reduce stress and focus on leading your teams. ServiceReef is everything you need for missions Learn more at https://servicereef.com/.
10 questions for doubling your impact, reducing stress, and reaching your missions goals (hint: it's about technology)
Doubling your impact but reducing your stress may seem simpler than it sounds. I get it. This is an epic challenge when it comes to short-term and long-term missions goals. The key is finding a technology that works best for your organization. It’s important you find a technology partner who can help you scale your growth and relieve the stresses of administration on your staff. Here are a few things to consider when deciding on a software to help your organization reach its missions goals: #1 Does it manage online fundraising? This is a given expectation of any tool that handles short-term trip logistics but make certain to map out what exactly you want the online fundraising to look like. Do you want individual fundraising pages? Do you want weekly fundraising emails sent to trip participants? Do you want team fundraising updates?  #2 Is it simple for our staff to use? Any new technology is going take time to learn but make certain to find a system that’s both intuitive to learn and has the training resources you need to learn it well. You should feel like your software solution is part of your team and working for you.  #3 Is it simple for our members to use? Often, we shop for software from the perspective of the administrators but also make sure to think of the end user experience (your members) and if the tool has all the features and simplicity they need. Read: the easier your technology is to use, the less stress your admins will feel because users can do it themselves! Meaning, you get your life back! #4 Can it scale to our ultimate vision in missions engagement? This is an important question to ask as you choose a solution. You might only host a handful of trips right now but does the solution scale to your growing needs? Also, does the solution help you not only handle short-term trips but also scale into sending long-term missionaries and helping people build their long term missional goals? This may seem way off, but it’s good stewardship to be thinking of this now.  #5 Does it help mature your members toward greater engagement? We have no doubt you will be asking all the right questions about the functions you need for short-term trips but we also know you have desires to see your short-term trip participants turn into so much more. Does the technology solution you choose have the ability to nurture and walk with people long after their short term trip? This is important as you want to keep the continuity of the engagement moving.  #6 Do applicants need to fill out application data from scratch each time? Application management is complex and it can be very frustrating for your participants. Imagine filling out a 60 question application for a trip this summer to find that you have to fill out all the same questions again to apply for next summer? That’s not good! Does your solution offer the ability to retain application field answers to make it easy for participants to serve year after year?  #7 Does it allow granular permissions to be given to your administrators?  There are about a thousand different combinations of how you might see trip admins assigned, but the common thread is the need and desire to assign very specific admin permissions. Does your solution provide the right granularity (choice) of permissions needed for your organization?  #8 Do trip members have dedicated fundraising pages? We discussed this above, but it is important to mention specifically. Does your solution offer each individual a personal fundraising page to help them fundraise, tell their stories, and build a community of support? Personal fundraising stories should allow for someone to raise funds online but also allow them to tell their story well so that donors are engaged in understanding your vision and impact (beyond the writing of a check).  #9 Are trip members notified of financial progress? What automated notifications are associated with your solution? It’s important that your tool helps make your communications simpler which means it should provide robust automated notifications along with tools to easily send “as needed” communications.  #10 Does it help you tell your organization’s missional story?  And last, but certainly not least, you are not only stewarding short term trips, you are stewarding the vision of your organization and telling a significant story. Does your solution offer a way for your participants to tell their story? Does it engage donors in that story? Does it offer a team blog tool that you can embed in your website?  These are only 10 questions you should be asking but these are important questions to help you be more strategic in your missions goals and choose software that’s going to set you up for the greatest long-term success.   Action: Brainstorm and build your own list of required and optional features that you need. Download the ServiceReef scoring sheet at Choosing a Technology.    This is just one strategy of five (5) we have for doubling your impact. Download all five (5) strategies you can implement immediately that will double your missions impact.   This post is written by Will Rogers. Will is the Co-Founder and CEO of ServiceReef.