Guide: Building Surveys Overview


Building a survey refers to the physical programming of all aspects of the survey itself. This means you would be:

  • Creating a survey
  • Programming all required questions
  • Adding logic as needed for skip patterns, termination points and any other action needed
  • Adding quota checks in place to make sure the desired statistics are achieved

Creating a Survey

There are a couple of different ways to create a survey. The first would allow you to program your survey from scratch while the other allows you to make a copy of a prior survey that you can utilize to save time if you know all or part of this survey can be reused.

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Standard Questions

There is a number of different question types offered for you. You can use any of the following to add some of the more common exercises.

  • Radio - Select one option from a given list
  • Checkbox - Select all that apply in a specific list
  • Dropdown - Select one option from a given list in a dropdown
  • Text Fields - Create one or more customizable text boxes
  • Numeric Fields - Create a numeric input 
  • Scale - Select one item on a scale
  • Grid - A customizable grid. You can select the orientation and question type from the list available
  • Static Elements - Utilized for displaying static items such as intro text, concept images and/or videos

Advanced Questions

The system also gives you the ability to use some of our built in Advanced Exercises. These options below give users the option to use more creative and engaging options for survey takers. 

  • Complex Grid - A fully customizable grid that can be used to combine different question types into one exercise as needed
  • Slider - Use a slider to provide numeric ratings for one or more attributes 
  • Drag and Drop Buckets - An interactive question that requires you indicate answer by dragging and dropping cards into predefined buckets. 
  • Drag and Drop Scale - An interactive question that allows you to compare one or more items on the same numeric scale. 
  • Text Highlighter - Allows a respondent to highlight text only concept words or phrases.  
  • Image Highlighter - Allows a respondent to interact with an image by clicking on predefined areas to indicate responses.
  • Coordinate Tracker - Allows respondents to click anywhere on an image to indicate a response, usually like or dislike.
  • Passcode - Allows the survey creator to upload predefined passcodes to be used in the survey.
  • Real Answer - A text input question that allows real time quality checks with Real Answer calculations. 
  • Personally Identifiable Information (PII) - Question type introduced to adhere to GDPR rules and regulations

Questions Library

The Questions Library will give you the option to save any customized exercises you have made. This becomes very useful you have created an exercise you want to reuse often. It will also allow you to share these libraries and exercises with other co-workers so they can use them as well. 

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Overall Question Settings

Every question has its own Overall Question settings. Some of the options are universal but others are specific to each individual question type. The most common use for these items are skips, filtering (removing items based on prior answers) as well as randomization.

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Images and Videos

You can also import and display both images and videos within the system. Images are utilized very often as concepts for review or even as part of your response list.

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Utilizing logic will all you to add skip patterns, termination points, setting variables and a number of other items. All of these items can be added within a logic block allowing you perform a multitude of logic operations use logic syntax.

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Quotas are a very important part of your survey creation process. Having your quotas setup will allow you to accurately and efficiently get your survey in and out of field.

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