Survey Management

You can integrate surveys within your study to collect information, such as demographic data or general feedback from your participants at the various stages of your study.

Creating a New Survey

To create a new survey, follow these steps:

1. Click the study that you wish to add a survey to from the Study List.
2. From the study dashboard, click the "Manage Surveys" link in the Study Management navigation on the right side of the dashboard
3. Click the Add Survey button, and select "Create New Survey".
4. Fill in the fields on the Survey Properties interface
   4.1 Name (required): The name of the survey which will appear to your participants as the title above the introduction text.
   4.2 Display Survey After (required): Select the step in your study where you would like the survey to appear after.
   4.3 Introduction Text: Text that will display above the survey questions to your participants. This can be used for instructions or to explain the purpose of the survey.
   4.4 Completion Text: Text that will display after the participant completes the survey.
5. Click the save and add question.

Adding Questions to Surveys

Once you create a survey, you will be redirected to the Survey Questions page. A default section is created automatically. You can start adding questions directly to the default section by clicking the New Question + button.

To add questions to your survey, follow these steps:

1. Click New Question +

2. In the Question Properties interface, fill in the following fields:

   a. Question (required): enter the question that you want to ask the participant

   b. Type (required): select the type of question that you want to ask the participant. Look at the list of question types below.

   c. Require an Answer: toggle this option to the "On" position if you would like to require that the participant answers the question before being able to submit their survey

   Question Types

   • Multiple Choice: particpants select pre-defined options that you provide. Once you select this question type, additional form fields appear to specify the options to the question. You can click the plus icon next to each option to add another option, or you can click the minus icon to remove the option.
     
   • Dropdown: participants select pre-defined options that you provide through a dropdown control. Once you select this question type, additional form fields appear to specify the options to the question. You can click the plus icon next to each option to add another option, or you can click the minus icon to remove the option.
     
   • Slider: participants provide a numeric response by moving a slider. Once you select this question type, two additional fields appear for you to define the minimum and maximum value of the slider range (eg: 0 to 100)
     
   • Single Line Text: participants provide a short written response in a simple text entry field. Once you select this question type, an additional field appears for you to define the maximum characters for the response
     
   • Multi-Line Textbox: participants provide a written response in a multi-line text entry field. Once you select this question type, an additional field appears for you to define the maximum characters for the response
     

3. Click the plus button to Add the question, and clear the interface to add another question, or click the Submit button to add the question and close the interface.

Editing a Question

Previously added questions can be edited by following these steps:

1. Navigate to the study that contains the survey that you want to edit a question in
2. On the study dashboard, click "Manage Surveys"
3. On the Survey List interface for the study, click the survey that contains the question that you want to edit.
4. On the Question List interface, click the ellipses in the last column of the question and click edit.
5. Once you have made changes to the question, click update.

Deleting a Question

Previously added questions can be deleted by following these steps:

1. Navigate to the study that contains the survey that you want to delete a question in
2. On the study dashboard, click "Manage Surveys"
3. On the Survey List interface for the study, click the survey that contains the question that you want to delete.
4. On the Question List interface, the ellipsis (...) icon on the far right of the row where the question is
5. Click Delete
6. Click the Yes button in the confirmation panel.

Reordering Questions

To change the order of the questions within a survey, follow these steps:

1. Navigate to the study that contains the survey that you want to reorder questions in

2. On the study dashboard, click "Manage Surveys"

3. On the Survey List interface for the study, click the survey that contains the questions that you want to reorder.

4. On the Question List interface, click and hold the sort icon for the question that you want to re-order and begin moving your most up or down while continuing to hold the mouse button. Once the question is in the desired position, let go of the mouse button to place it.

Editing Survey Properties

To change the properties of a survey that you previously created, follow these steps:

1. Navigate to the study that contains the survey that you want to edit the properties of
2. On the study dashboard, click "Manage Surveys"
3. On the survey list interface, click the ellipsis (...) icon on the far right of the row for the survey that you want to edit the properties of
4. Click "Edit Survey Options"

Deleting a Survey

To delete a survey that you previously created, follow these steps:

1. Navigate to the study that contains the survey that you want to delete
2. On the study dashboard, click "Manage Surveys"
3. On the survey list interface, click the ellipsis (...) icon on the far right of the row for the survey that you want to delete
4. Click "Delete"
5. In the confirmation panel, click the "Yes" button to confirm that you want to delete the survey.

Importing a Survey

You can import a previously created survey into your study by following these steps:

Note

When you import a survey, it creates a copy of the survey and its questions. Changes made to the imported survey does not affect the source survey in any way.

1. Navigate to the study that you want to import the survey to
2. On the study dashboard, click "Manage Surveys"
3. On the Survey List interface, click the "Add Survey" button
4. Select "Import a Survey"
5. Select the study that the survey that you want to import resides in
6. In the dropdown labelled "Select a Survey", select the name of the survey that you want to import
7. In the dropdown labelled "Display Survey After" select the step that you want the imported survey to be displayed after

Tip

If a step is not selectable, that means you already have a survey attached to that step. You can only have one survey per step.

8. Click the Submit button to import the survey

Exporting Survey Submissions

The data that is collected for each survey in your study is exported when you export your study data.
The survey data is exported in a CSV / Excel file which resides in the main zip file when you export your study data.

To learn about exporting your study data, please read the Export Data article