Demographic Questions

Demographic Questions#

The Demographic Questions settings allow community users to configure the demographic data collection questions presented to investors.

Features: Demographic Questions#

The Demographic Questions settings allow you to:

  • View all demographic questions configured for your organization

  • Filter questions by visibility status

  • Reorder questions to change display order

  • View question dependencies

Location#

The Demographic Questions settings page is located in the Settings category in the Primary Sidenavigation menu under .

Demographics Overview#

The Demographic Questions page displays all configured demographic questions.

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Demographic Questions Page Overview#

Question Categories#

The demographic questions cover several categories of information:

Question Categories

  • Income - Questions about household income levels

  • Housing - Questions about rent or ownership status

  • Investment History - Previous investment experience

  • Address Information - Address verification questions

  • Household Composition - Family and household size information

Filter by Visibility#

Use the and switches to filter which questions are displayed in the list.

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Visible/Hidden Filter Switches#

Reordering Questions#

Questions can be reordered to change the order in which they appear to investors.

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Question Reordering Instructions#

Note

Drag and drop questions to change their order. The order determines how questions are presented to investors during the demographic data collection process.

View Question Details#

Click on a question in the list to view its configuration details.

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Question Selected for Viewing#

Tip

Demographic questions help collect important information about investors that may be required for regulatory compliance or program eligibility.