Screening forms are customized to each organization and each housing program. Detailed questions, help text and warnings educate households about the basic requirements of each housing program. Edit and revise these elements when you notice any confusion or mistakes.

Standard Questions

Primary Applicant

  • Required: First Name, Last Name, Email, Phone
  • Street, City, Postal Code, Race, Ethnicity

Household Details

  • Adults, Children, Couples
  • Annual Household Income
  • Household Assets, Monthly Debt

Help Text

HTML Support: <a>, <li>

Custom Questions

Supported Question Types

  • Yes/No
  • Single select picklist
  • Other/Please describe

Conditional Questions

  • Triggering questions can be any question on the screening form
  • Supports +, !=, >, >=, <= comparisons of any question on the form to fixed value or Campaign member field (like Income & Assets)
  • Conditional questions evaluated on triggering question update

Section Headers

Section headers and descriptions can be added within the custom question section or at the top of the screening form. HTML support for links and images.

Warnings:

  • Supports +, !=, >, >=, <= comparisons of any question on the form to fixed value or Campaign member field (like Income & Assets)
  • Warnings are evaluated on triggering question update
  • Warnings do not have to be eligibility criteria. They can just be warnings to educate about the program.
  • Currency formatting supported $###,###
  • HTML support