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by Emma Richardson

  1. When you log in, a pop box will appear explaining the very basic steps of getting started with creating a survey. From this box, you can either click on Create a New Survey or Close if you want to look at a survey that you have already created.
    • When you log in, a pop box will appear explaining the very basic steps of getting started with creating a survey.

    • From this box, you can either click on Create a New Survey or Close if you want to look at a survey that you have already created.

    • If you close the box and want to create a new survey, you can use the create survey button on the home page.

  2. On the next page, you will enter basic details about your survey. Start by entering the name of your survey. The name should be descriptive enough so that if you decide to display it on the public site, people know which survey they need to take.
    • On the next page, you will enter basic details about your survey.

    • Start by entering the name of your survey.

    • The name should be descriptive enough so that if you decide to display it on the public site, people know which survey they need to take.

    • If you want you can also add a Welcome message and an End Message for your survey participants.

    • To create a survey with the default options, you can now click on Save and Continue.

  3. One the right hand side of the page is a list of the options that you can change for your survey. If you decide that you want to change some of the default options, click on the heading by each section to see and change the available options. Presentation and navigation determines how the participants interact with the survey.
    • One the right hand side of the page is a list of the options that you can change for your survey.

    • If you decide that you want to change some of the default options, click on the heading by each section to see and change the available options.

    • Presentation and navigation determines how the participants interact with the survey.

    • Publication and Access control determines how and when the participants can access the survey.

    • Notification and data management controls if you want to receive an email notifying you of submissions.

    • Once done, click on the Save and Continue Button.

  4. The first time that you get to the Survey page, you will see a warning that first thing that you have to do is to create a section. You cannot add any questions until you have a section to put them! Click on the Add section button. On the next page, enter the name and any description that you want participants to see on this section or page of questions.
    • The first time that you get to the Survey page, you will see a warning that first thing that you have to do is to create a section. You cannot add any questions until you have a section to put them!

    • Click on the Add section button.

    • On the next page, enter the name and any description that you want participants to see on this section or page of questions.

    • You can add as many pages or sections as you want.

    • Once done, click on the Save and Continue button.

  5. Now that you have a Section created, you can start to add questions.
    • Now that you have a Section created, you can start to add questions.

    • On the next page, you will see that your section was created (it is now listed under sections in the questions explorer on the left hand side).

    • There is now an Add new question to section button in the top tool bar. Click on this to continue.

  6. On the next page, start by entering a code (like an id) and then the question text. ''The code should help you know which question it is - you can use text or numbers'.' On the right hand side of the page, under General Options, you can select what kind of question you want this to be from the dropdown list.
    • On the next page, start by entering a code (like an id) and then the question text.

    • ''The code should help you know which question it is - you can use text or numbers'.'

    • On the right hand side of the page, under General Options, you can select what kind of question you want this to be from the dropdown list.

    • As you hover over each question type, a pop up will show up explaining what the question will look like and how it will behave.

    • Select your question type and then decide if you want the question to be mandatory and, if it is a multiple choice question, whether you want Other as one of the options.

    • Then click on Save and Continue.

  7. If you selected a question that requires answer choices, on the next page, you will see a warning stating that you need to add answer options to the question. Click on the Edit answer options button in the top tool bar. In the next screen, you have a few options for entering your choices.  You can just add one at a time in the provided boxes.
    • If you selected a question that requires answer choices, on the next page, you will see a warning stating that you need to add answer options to the question.

    • Click on the Edit answer options button in the top tool bar.

    • In the next screen, you have a few options for entering your choices. You can just add one at a time in the provided boxes.

    • Click on the Quick add button, will bring up a box where you can just all your answers in a box (one per line) and then click on replace or add to create them all at once.

    • Replace will remove any answers added manually on the previous screen including the default answer that is added there automatically whereas Add will add anything you put in this box to questions already entered on the previous screen.

  8. Sometimes, we reuse answers again and again.  For example, we often need to ask what District a participant is from.  So, we can create a set of answers that can be reused so that we don't have to type them all out again. Click on Predefined labels sets to see what label sets are available. Select the set you want to use from the list and then click on Replace or Add as appropriate.  If the pop up does not close,  click on the x in the top right hand corner.
    • Sometimes, we reuse answers again and again. For example, we often need to ask what District a participant is from. So, we can create a set of answers that can be reused so that we don't have to type them all out again.

    • Click on Predefined labels sets to see what label sets are available.

    • Select the set you want to use from the list and then click on Replace or Add as appropriate. If the pop up does not close, click on the x in the top right hand corner.

    • Once you are happy with all of your answer options, click on Save and Continue.

  9. On the Question summary page, you will see various options. To add another question, click on the Add new question to section button. In the left hand column, click on the Questions explorer to see what sections and questions you have.
    • On the Question summary page, you will see various options.

    • To add another question, click on the Add new question to section button.

    • In the left hand column, click on the Questions explorer to see what sections and questions you have.

    • Here you will also have an Add section link to add another section.

    • Lower down on the left hand side is a link to a page where you can reorder your questions and sections if need be.

    • From this page, you can just drag and drop your answers and sections to the new position. Remember to click on Save when done.

  10. Once you have completed adding all of the questions, you can try out the survey with the Test this Survey button. Work through the survey and make sure that everything works as you expect it to.
    • Once you have completed adding all of the questions, you can try out the survey with the Test this Survey button.

    • Work through the survey and make sure that everything works as you expect it to.

    • If you find something wrong, go back and edit the question/order/sections etc and then test again.

  11. Once you are ready to send out the survey, click on Survey at the top of the left hand column. Click on Activate this Survey. The survey will now be active and responses will be recorded.  You will have an option at this point to create tokens if you want.  This is not normally needed.
    • Once you are ready to send out the survey, click on Survey at the top of the left hand column.

    • Click on Activate this Survey.

    • The survey will now be active and responses will be recorded. You will have an option at this point to create tokens if you want. This is not normally needed.

    • Individual tokens can be created that are like individual survey links specific to each participant. This is useful if you only want to invite specific people to take the survey.

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Emma Richardson

Member since: 10/14/2015

55 Guides authored

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