Before you begin your online consultation, you must decide what important information you will collect from your community.
This information will help you pull insights from your consultations, identify gaps in participation and help you target specific groups in your community.
In preparing your sign-up form, you should consider at least half-a-dozen key questions that will help you filter through your database.
These questions will be specific to your community or type of project and should be aligned with your project objectives.
Registration will only be required when participants want to engage with you using your engagement tools, however if you are establishing an ongoing consultation hub it will also be worth growing your database through dedicated campaigns.
Preparing for your community database:
EHQ is built around our Participant Relationship Management (PRM) tool to allow you to segment and understand your community database.
This feature allows you to analyse your database using a range of different filters including; Aware, Informed and Engaged actions for each project, project and participant tags, suburb as well as sign up form questions.
It is your sign up form questions that allow you the most flexibility in segmenting your database because you can ask the questions that are important to your community or project.
You will need to set this up before you launch and it is important that you have thought about how you might want to identify your audiences for promotion and also reporting.
To setup your sign up form:
- Go to Site > Site Settings
- Click on Sign Up Form
- Add relevant questions
Standard question types include email, login or screen name, password and suburb in Australia and ZIP Code in the USA. Adding a question about age and gender can greatly help you identify the basic demographics of your registered community.
Going beyond these basic demographic questions can also help you identify your communities interests and relationship to your organisation or project.
Using connection and interest questions is a great way to extend your registration questions and provide a deeper understanding about your registered community members.
If you want to dig even deeper but are worried about putting people off signing up for your site, you might consider using a conditional question in your sign up form that asks people if they would like to offer you more information voluntarily.
Below is an example where a conditional questions has been used to ask for further personal information.
If the user selects No, they can quickly complete the registration process. If they select Yes, further questions will appear for them to answer.
Tip: You should always test your sign up form from your users perspective to ensure you understand the process they go through to join your community engagement site. You can also manage your registration form introduction and welcome page messages by visiting the Site > Text and Emails > Messages.
Use the examples below to get ideas for how you might structure your sign-up form.
Make a note of what questions you will ask and the question types you might use (radio button, suburb, checkbox, dropdown etc).
Be sure to refer to our help article on setting up this form if you need assistance.
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