Mentorship docs
Question bank
This is the Mentorship question bank, for application fields. It's a different feature from the Events question bank, which holds registration questions. If you work in both products, don't assume they behave the same way: this bank has no sections layer, no templates, and no answer encryption.
The question bank holds the canonical application fields for your whole workspace. You define each field once here, then a program's application form selects from this pool, so when the same question appears on two forms, both write to the same field.
Questions in the bank are role-agnostic. Whether a field appears on a mentor form or a mentee form, and how it's grouped, ordered, made required, or conditionally shown, is decided per form where the question is used, not here. The bank defines only what a field is.
Adding a question
Click New question above the list. The dialog asks for the following:
- Label: the wording an applicant reads (for example,
Highest level of education). Required; the bank lists questions alphabetically by label. - Key: the stable field identifier that answers are stored under. Lowercase letters, numbers, and underscores only, up to 60 characters; the field lowercases your input and replaces anything else with an underscore as you type. Shared questions reuse the same key. This field appears only when you create a question.
- Type: the input style: Short text, Paragraph, Email, Phone, URL, Date, Single select, Multi select, Yes / No, Rating (1-5), or Scale (options).
- Options (one per line): appears only for Single select, Multi select, and Scale (options). Enter one choice per line. An Allow "Other" write-in toggle sits below the options for these types.
- Sensitive (PII): a toggle that flags the field as personally identifying. Flagged questions show a
PIIbadge in the list. - Map to contact field (optional): a contact field key (for example
phoneorcustom:linkedin) that links this question to a field on the contact record. When set, the mapped key is shown after an arrow in the list row. Leave it blank for no mapping.
Click Add question to save. The button stays disabled until the label and key are filled in. If the key contains anything other than lowercase letters, numbers, or underscores, the dialog returns "Question key must be lowercase letters, numbers, underscores." A blank label returns "Give the question a label."
Editing a question
Click the pencil icon on a row to open the edit dialog. You can change the label, type, options, the Allow "Other" write-in and Sensitive (PII) toggles, and the contact-field mapping. The key is not editable. Save with Save question.
Why questions are shared
Because answers are stored under the question's key, the same bank question used on several forms collects all its answers into one field. Asking about education on both a mentor form and a mentee form, drawn from the same bank question, gives you one clean field across programs rather than separate columns per form.
Everything about how a question behaves on a specific form (its section, order, whether it's required, and any conditional visibility) is configured on that form, covered in Application form. The bank itself carries none of those per-form settings.
Removing a question
Click the trash icon on a row (labelled "Delete from bank") to remove a question. The removal is immediate, with no confirmation step. The question is hidden from the bank and from every form, and its key is freed for reuse, but the underlying record and any answers already collected under its key are retained.
Reading the list
Each row shows the question label, a PII badge if the field is flagged sensitive, and a secondary line with the question key and type. If the question is mapped to a contact field, the mapped key follows after an arrow (for example education · select · → custom:education). When the bank is empty, the page shows "No questions yet. Add your first reusable field."
The question bank is part of the Mentorship module. If Mentorship isn't enabled for your account, this page is unavailable until it's turned on.
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