Help
How to create and manage a survey
I. Dashboard and Workspaces
Dashboard
- Log into your account via a web browser or the app.
- The ‘Create survey’ button is at the center of your home screen.
- Click ‘Create survey’.
Workspaces
- The ‘Create survey’ button is available in the horiontal navigation pane along with other feature selection options on the top of your workspace page.
- Click ‘Create survey’ on any page.
II. Select your preferred ‘create survey’ method
Templates
- Once you click ‘Create survey,’ you will be directed to the ‘Design survey’ page, which will display pre-built templates developed by domain experts.
Note: You can add, edit, delete and rearrange questions to modify the templates, so choose a template that comes close to matching your needs.
- Scroll through the page to view all the templates.
- Or, use the search box to ‘Find template’, or, filter based on ‘Category’
- Click the relevant template to view the survey.
- Once you view a template:
- Click ‘Select’ if it matches your needs.
- If it does not match your needs, click ‘Cancel’ and repeat the process to view and select a suitable template.
Use AI
- On the ‘Design survey’ screen, on the right-hand side of the header, you will find the ‘Use AI’ button. AI will create a draft template with suitable questions to help you design your survey.
Note: You can add, edit, delete and rearrange questions to modify AIgenerated templates, so go ahead and select the template if it comes close to matching your needs.
- We can now chat with the Assistant to build your survey. Starting with the subject, audience, number of question, language.
- We can keep talking to the assistant to modify questions, title, description etc.
Tip: Ask for a higher set of questions so you can select the best options.
- If the draft template is not precise, you can refine your search by choosing a more accurate ‘survey name’ and ‘subject’.
Tip: The better you describe your survey needs, the more effective AI is at recommending a template for you.
- Confirm current template, once you are fine with it to proceed to manual fine-tuning.
Import
On the ‘Design survey’ screen, on the right-hand side of the header, you will find the ‘Import’ button.
CSV File import
You will see the CSV option on the left-hand side of the ‘Import survey’ pop-up.
- Click ‘Download template’ to download a sample survey template in CSV format to your device.
- You can add questions and the related details to the following fields in the CSV file: Page no, Question no, Language, Visible, Mandatory, Question Title, Question Type, Sub-question, Options, Properties.
- Once you fill-up the CSV file, click ‘Upload CSV’ to import your survey.
Google Forms
You will see the ‘Google Forms’ option below the ‘CSV’ option.
- To link your Google Forms account with your Survey Analytica account, click ‘Continue with Google’.
- Sign in to your Google Forms account to link the account.
- View your Google Forms to ‘Select form’.
- Next, select ‘Import surveys responses’ in case google survey has some responses that you want to import.
- Finally click import. This process could take some time depending on the size of survey and number of responses.
From Blank
On the ‘Design survey’ screen, on the right-hand side of the header, next to ‘Import’, you will find the ‘From Blank’ green button.
Click ‘From Blank’ to create your survey from scratch.
Select your ‘Default language’ and other necessary details to build the survey from Scratch.
Clone Survey
On the ‘Create Survey’ screen, next to ‘From templates’, you will find the ‘Clone survey’ button.
Note: You can add, edit, delete and rearrange questions to modify your cloned surveys.
If you have designed a survey and want to reuse it, click ‘Clone survey’
Scroll through the page to view all your existing surveys.
Or, use the search box to ‘Find survey’
Or, filter based on ‘Category’
Click the relevant survey to view it.
III. Modify Survey
Survey Builder
Once you choose the method for creating your survey, you will be directed to the Survey Builder, whether it is a pre-built, AI-generated, imported, new or cloned template.
Note: Whenever you want to view any changes you make to the template, style and layout, click ‘save’ and view the changes in ‘preview’.
Type in your ‘Survey name’
Note: The survey title will appear in your survey listings hence if you leave it blank, the survey will appear as survey without title in your survey listings.
- To hide the survey title from your participants, you can disable the ‘Show survey title’ in the ‘Options’ section under ‘Styles’ in the ‘Survey builder.’
- Select ‘Survey title’ while in survey builder mode to choose your preferred font type, color, background color, and more.
Click ‘Save’. Though the survey auto saved every few seconds.
Tip: Choose a single line title for your survey for example brand awareness survey, employees satisfaction survey, customer feedback survey, market research survey, etc.
Description
Describe the purpose of your survey.
You can hide the survey desc from the participants, you can disable the ‘Show survey description’ in the ‘Options’ section under ‘Styles’ in the ‘Survey builder.’
Select or click ‘Survey description’ while in survey builder mode to choose your preferred font type, color, background color, and more using our RichTextEditor.
You can also embed an image or video in the ‘Survey description’.
Click ‘Save’.
Logo
The logo feature is available to Enterprise and Professional users.
Click ‘+ logo’ to upload your logo and to access the ‘Style’ elements. Click here to learn more about style elements.
Choose the alignment of the logo as you would like it to appear on your survey – left, center or right
Survey Pages
Survey page title and description (optional). Within survey builder, you can add a page title for each page of your survey as well as description.
Tip: For the title choose a single line title that gives your participants a clear understanding of the topic the questions relate to on that particular page.
Select the preferred font type, color, background color, and more for the page title.
Click ‘Save’.
Drag and drop a question type from the vertical menu on the left of your survey creation page.
Learn more about ‘Question types’ here
Click ‘Save’.
Add New Page
You can add new page to the survey by scrolling to the end of any page and clicking ‘Add page’ button.
Page settings
If you hover your mouse over top right corner of any page you will see reorder, copy and delete options.
Page Visibility: The eye icon helps in controling the visibility of the page. By default all pages are visible. These pages can be turned invisible by default and can be turned visible based on user responses to different question via Survey Level Rules.
Reorder Page: Helps to change sequence of pages.
Clone Page: A copy of the page with all of its questions and settings is created and added just after this page.
Delete Page: Delete the current Page.
Terms of service
Click ‘+ Terms of Service’ at the very end of the survey to add your terms of service, consent statement and privacy policy here.
Choose your preferred font type, color, background color, and more.
You can add your terms of service content to this section or you can add a link to a webpage with your terms of service.
Undo and redo
Using Undo/Redo buttons you can manage your recent changes
Reorder questions
Use Reorder Question buttons to change questions order
You will get an overview of the number of pages and the sets of questions on each page.
Click the +/- icons to the right of any page to open/minimize question list for any particular page.
Click the double bar ═ to the left of each question to drag and drop it wherever you want to place it.
Languages
Enterprise and Professional users can publish surveys in multiple languages, while Personal users can publish surveys in two languages.
Click the icon to choose the languages you want to publish your survey in.
The default language associated with your account is already selected.
Add the other languages from the drop-down menu or via the search bar.
Style
Refer to the Style panel on the right side of the Builder to choose the design elements of your survey
Note: No question should be selected for you to see a Style panel. If you seeing question settings instead – click on the empty space in the survey section of The Builder to deselect a question and you will see the Style panel.
Thumbnail
Select the image that you want accompanied with the hyperlink (web link) of your survey.
Note: You can either ‘Upload’ an image from your system or ‘Search on Unsplash’ for appropriate picture.
In case you don’t choose a thumbnail image, the Survey Analytica logo will appear with your web link.
Background
Click on the ‘+ Background’ button in the main survey section in the middle of the screen to assign the background to your survey. Select the image that you want added as a background to your survey.
‘Upload’ an image.
Or, ‘Search on Unsplash’.
Font
Click the + icon next to ‘Font’ to select the font family for your survey title, description, page title, questions and options.
Color
Click the + icon next to ‘Color’ to choose your preferred color and opacity.
Layout
Select your preferred layout.
Paginated. In this layout, the survey questions are divided into separate pages or sections. Each page typically contains a subset of questions or content, and participants navigate through the survey by moving from one page to another by clicking ‘Next’. This type of layout is ideal for longer surveys.
Read more about ‘Paginated layout.’
Carousel. In this layout, the questions are presented one question at a time and allow participants to navigate forward or backwards through the questions. As a participant answers a question, the survey would transition to the next question within the carousel.
Read more about ‘Сarousel layout’.
Dialogue. In this layout, the questions are presented in a similar to chat platforms. Questions are presented one at a time, and when the participant answers it the following question is presented.
Read more about ‘Dailogue layout’.
Options
Customize your survey further with ‘options’.
- Show progress bar.
- Show question no.
- Show required asterix.
- Show survey title.
- Show timer.
- Show survey description.
Themes
Once you you are happy with style settings you can save your theme in theme window by selecting ‘Save theme’ there. You can access it by clicking on the icon in the top of the Builder screen.
Alternatively you can select any of your previously saved themes or few predefined ones to apply to the survey here as well.
Versioning and Auditing
Click this option to view version history.
Click the ‘View’ button to view earlier survey versions.
Click the ‘View’ button to view earlier survey versions.
Or, click ‘Return to the current version’ to continue with the latest version of your survey.
Collaboration
Click the icon next to ‘Comments’ to share your survey with team members outside SurveyAnalytica
In the Collaboration popup share access to new people via email or revoke access from those who have it shared already.
Note: You can invite multiple team members to preview your survey and share
comments.
These users can comment on your survey from Survey Preview Link and those would be visible to the survey editor at each question level.
Survey Settings
Workspace
Select the workspace you want to collaborate with on a particular survey.
Note: Available to Enterprise and Professional users. Learn more about ‘Teams.’
Select the relevant survey category from the drop-down.
Note: Each survey category has a specific set of filters, choose the suitable one.
Notifications Toggle
Enable ‘Notifications’ to receive survey responses to your account within the app and via email.
Public survey Toggle
Enable ‘Public survey’ to make your survey open to all for participation across Survey Analytica and other platforms.
Track location Toggle
Enable ‘track location’ to capture the location information of your participants.
Collect offline responses Toggle
Enable ‘Collect offline responses’ to gather and save survey responses to your device without internet connectivity. The responses will automatically get uploaded to your account when you are online again.
Note: Available to Enterprise and Professional users.
Allow multiple responses Toggle
Enable ‘Allow multiple responses’ to allow participants to respond to the same survey multiple times.
Collect Partial Responses Toggle
Allows the surveyor to collect partial responses for the survey. This means that even if the participant doest click on submit and has answered few questions those answers would be recorded.
Time Duration in Seconds
If set the form would auto submit after the given time duration for the participant. This is useful for conducting tests on the platform. It also shows a reverse timer to the participant.
Google Analytics Measurement Id
Link your Google Analytics id to your Survey Analytica account to track and monitor participants’s interaction with your survey in your Google Analytics account.
Note: Available to Enterprise and Professional users.
Custom variables
Custom Variables allow you to pass information as part of individual survey response outside the user engagement. This information can also be used for personalising the survey. Once we add the custom variables with a name and description, the name’s is added to the participant survey url as query params and we can pass any information of our liking like custom variables name could be “name” & Description could be “Name”, and when we save these the survey share/participation url would be something like this https://surveys.surveyanalytica.com/s/<id>/?name=[name]. We can now replace the [name] with a user name for tracking the user response without asking them of their name.
Read this blog for further information.
Tailor content with Survey Elements Customization
Below The ‘Survey builder’ bar, you’ll find the ’Survey elements customization’ tab. You can change and customize each survey element to suit your requirements: Previous, Next, Submit, Question, and Please Answer This Question.
For example, you can edit the ‘Submit’ element to ‘Book Now’ or ‘Sign Up’. Similarly, you can change ’Question’ to ‘Comment’.
Add, modify and delete questions
- Once you begin building your survey using one of the ‘create survey’ methods, on the left of the survey screen, you will find a vertical bar with various question-type options.
- Surve Analytica allows you to drag & drop different types of close-ended and open-ended questions to collect quantitative and qualitative data, analyze results and generate reports.
- A closed-ended question provides a list of answer choices from which the participant can choose.
- An open-ended question enables the participant to share answers or feedback in their own words.
Multiple Choice
- As the title suggests, a multiple-choice question allows the participants to select multiple answer choices or items from a defined list of options. This is a close-ended question designed to help you collect quantitative data from your participants.
- To add Multiple choice question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the ‘Multiple choice’ configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Single Choice
- As the title suggests, a single-choice question allows the participants to select single answer choices or item from a defined list of options. This is a close-ended question designed to help you collect quantitative data from your participants.
- To add Single choice question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the ‘Single choice’ configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Ranking
- A ranking question allows the participants to rank the answer choices, items or options listed by you in the order of their preferences. This is a close-ended question designed to help you collect quantitive data for calculating the average ranking of each answer choice, item or option.
- To add Ranking question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the ‘Ranking’ question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Free Text
- A free text question allows the participants to write their answer in whichever format they prefer, whether is one sentence, a long passage, an essay or in numbers. This is an open-ended type of question that allows you to collect qualitative data and conduct sentiment analysis.
- To add Free text question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the ‘Free text’ question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Restricted Text
- A restricted text question restricts the participants to select answer choices in a specific format defined by you, whether it color, email, month, number (integer), telephone number, text, time, url, or week.
- This question has 9 flavours to it.
- To add Restricted text question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Restricted text question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Date
- A date question allows the participants to select a date and time in your defined format. Due to the uniformity of the format, it helps you collect this information from your participants without any errors.
- You can choose the format in which you would like to capture this information. We currently Support Month, Time, Date, DateTime
- To add Date question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Date question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Slider
- A slider question allows the participants to choose a value within a defined range by dragging the pointer across a sliding scale.
- To add Slider question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Slider question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Yes/No
- A yes/no question is a dichotomous type of close-ended question that allows the participants to select one option from the two answer choices provided by you.
- To add Yes/No question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Yes/No question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
NPS
- A net promoter score (NPS) is a rating-based question that allows the participants to select a value within your defined range on a scale. It is an effective metric used for assessing the likelihood of a participant promoting your product, service or brand.
- To add NPS question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the NPS question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
CSAT Rating
- A customer satisfaction (CSAT) question allows participants to express how satisfied they are with a product, service or brand by selecting the relevant value on a 1-5 range scale. It enables you to evaluate customer satisfaction levels by calculating your customer satisfaction score.
- To add CSAT rating question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the CSAT rating question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
DropDown
- A drop-down question allows the participants to choose only one answer, item or option from a defined list of choices provided in the drop down menu.
- The participant can as well search the list of options which can be very useful for an exhaustive
- To add Drop down rating question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Drop down rating question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Matrix
- A matrix question allows the participants to respond to the questions asked in each row by selecting their answer choices from a defined list of options available in the corresponding columns. This is a close-ended type of question which you can use for collecting quantitative data.
- To add Matrix question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Matrix question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Image Choice
- An image choice question allows you to add images with the defined list of answer choices you provide participants with a single or multiple choice question.
- This question has two options of radio and checkbox.
- Radio : Single Select
- Checkbox: Multi Select
- To add Image choice question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Image choice question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Upload File
- An upload file question allows the participants to upload a file in your specified format.
- To add Upload file question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Upload file question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Video Recorder
- As the title suggests, this question allows the participants to record a video in your specified duration.
- To add Video recorder question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Video recorder question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Phone Number
- As the title suggests, this question allows the participants to record a video in your specified duration.
- Enabling Advanced Feature Question Validates the phone number using an OTP and can be a good candidate for confirmations and validations.
- To add Phone number question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Phone number question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Payment
- The payment question helps you collect online payments in multiple currencies securely by integrating Stripe or Paypal with your account.
- To add Payment file rating question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Payment file rating question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Appointment
- This is an online appointment booking facility that you can make available to your participants by integrating your scheduling calendar with Calendly, which has partnered with Survey Analytica.
- To add Appointment question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Appointment question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Product Cards
- In case you want to show multiple options with image, price and a dropdown for user to select the quantity, you can use this question. It adds a product listing capability to your form.
- To add Product cards question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the Product cards question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Multiple Textboxes
- A Multiple Textboxes question allows user to add more responses to a question. This can be controlled by using the properties of Number of text boxes, maximum number of text boxes.
- There are many flavours of this question like Restricted Text where we can capture text in a given format using regex, number, telephone, etc.
- To add Free text question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the ‘Free text’ question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Signature
- A Signature Question allows you to collect signature of your respondents/participants
- To add Signature question simply drag & drop it from components panel to where it says ‘Drop question here’.
- You can now view the ‘Signauture’ question configuration options to the right of your screen on desktops and a pop-up screen on laptops and mobile devices.
Note: To view configuration options you need to first select said question if it is not selected already. Selected question is marked with green outline.
Question Content
Question title. Add a suitable title for your question. Use the ‘Style’ bar above the question title to select your preferred font, color, background color, align text and for other styling options.
Question type. Below the question title, you will see your selected question: ’Multiple choice’. You can change the question ’Multiple choice’ to another question type here.
Adding Options. To add options to a question click on the ‘+ option’ button.
Add a relevant title. Use the ‘style’ bar above the question title to select your preferred font type, color, background color, align text and more.
Repeat for each option.
Question Settings
Weightage. Assigning weights or values to responses helps with the statistical analysis of the survey. It is essential for garnering insights and also relevant for quizzes and tests.
Learn more about weightage
Split survey. If you enable ‘Split survey’, your participants’s answer choices for this question will act as an identifier for moving the participants through the rest of the survey.
Available to paid users
Description. Description allows you to add description with image, video and other reich text capability below your question title. This could be relavent if you want to explain the question, or the responses to the question needs to be based on the content in the desc.
Visible. All questions added by default are visible. i.e. these are visible to the participants. Disabling this would hide the question and can be turned visible again based on rules.
Mandatory. All questions added by default are Mandator. i.e. a Participant needs to answer this question. If you wish to make it optional turn this toggle off.
Piping. Piping allows you to pipe the responses to the question prior to this question into this question as options. Piping also allows you to edit code where you can call custom endpoints/API’s outside the platform to generate answer options.
Disabled. Turning this option on would disable the question and user would see this question but wont be able to respond to it. This could be useful to showing a calculated value from Piping and Auto Apply.
Auto Apply. Auto Apply allows you to apply a default option / Answer for the given question which the user can change. In case disabled is enabled along with Auto Apply then the user wont be able to change this option.
Randomize. If enabled randomises the order of options for the user/participant.
Rules and Logic
Rules and Logic can be created at survey level and question Level.
Survey Level Rules
Survey Level rules can be seen by clicking on the Rules Button on the right side of the survey editor next to the Style button.
Once we click it we can see the list of rules and a button to add a new Survey Rule.
Add Survey Rule
Once we click on Create Rule the rule editor would open. Rule editor has following properties :
Title
A self explanatory title for the rule so that you or your team can understand the purpose of the rule in future.
Trigger Question
A question dropdown to select a question on whose answer the rule would fire.
Logic
How should the trigger question be validated. We currently support Equals, Selection Matches, Selection Matches One, Selection Does not match any of and Selection Matches All kind of comparisons for the Trigger Question Response.
+ Condition
Allows you to add more conditions using a join. Like selecting responses from multiple question should act as a trigger.
Action
This is the action that we want to take if the trigger matches our conditions. We currently support following Actions:
Show Page
Show a hidden/invisible page.
Hide Page
Hide a visible page in the list of pages.
Top of Page
Take the user on top of a Visible Page.
Navigate to Question on a Page
Take the user to a question on a specific page.
End the Survey
No further questions are presented to the user and the survey form is submitted and the response recorded by showing the end page.
Abandon the Survey
No response is recorded for the survey form and the user is shown a thank you page.
Filter Question Answer Choices
We can filter the possible answer choices for a target question. This is used to hiding the answer choices of a target question.
Filter Question
Hide a target Question.
Show Question
Show a target Question.
Show Question Answer Choices
Show hidden answer choices from a target question.
Question Level Rules
Question level rules can be seen from the logic icon at the bottom of each question in the survey builder or it can be activated from the question editor on the right side of the survey builder for each question.
Add Question Rule
Once we click on Create Rule the rule editor would open. Rule editor has following properties :
Title
A self explanatory title for the rule so that you or your team can understand the purpose of the rule in future.
Trigger Question
A question dropdown to select a question on whose answer the rule would fire.
Logic
How should the trigger question be validated. We currently support Equals, Selection Matches, Selection Matches One, Selection Does not match any of and Selection Matches All kind of comparisons for the Trigger Question Response.
Action
This is the action that we want to take if the trigger matches our conditions. We currently support following Actions:
Show Page
Show a hidden/invisible page.
Hide Page
Hide a visible page in the list of pages.
Top of Page
Take the user on top of a Visible Page.
Navigate to Question on a Page
Take the user to a question on a specific page.
End the Survey
No further questions are presented to the user and the survey form is submitted and the response recorded by showing the end page.
Abandon the Survey
No response is recorded for the survey form and the user is shown a thank you page.
Filter Question Answer Choices
We can filter the possible answer choices for a target question. This is used to hiding the answer choices of a target question.
Filter Question
Hide a target Question.
Show Question
Show a target Question.
Show Question Answer Choices
Show hidden answer choices from a target question.
Survey End Page Configuration and Design
There are currently 4 types of survey end pages supported. These can be configured on the Survey Publish Screen accessible using the Survey Navigation.
- Thank you page.
- Result Page.
- Start of Survey
- External Link
Thank You Page
Thank you page as the name suggests simply provides a thank you note to the user. There can be done using a rich text editor.
Result Page
Result Page as an end page is useful to show survey result to the participant. This is usually done for test and quiz forms. The participant sees a summary of the test or quiz that they have participated in. The scoring is based on the weightage’s that were configured at question and answer level.
Start Of Survey
This runs the survey in kiosk or agent mode. What it means is when a survey response is submitted the form reloads back to the start of the survey with a thank you message as a popup so that the next response can be collected seamlessly. The popup message is completely customizable using our RichTextEditor.
External Link
External link is used for directing the users to an external page once the survey ends or is abandoned.
We simply need to provide the external URL that we want to send the user to and also select the questions or custom variables that we want to send along.
Note: The amount of that we can send using the “send fields in external link” is limited to the length of the url supported in current http standards as this question answer information is sent using url query params.
Survey Scheduling
Survey Scheduling helps you to Start and Stop the survey at a given time. Survey Scheduling can be accessed from the Survey Publish page. Survey wont collect any responses outside these dates if configured.
Survey Feedback Collection
These are the set of questions that you can ask your participants to get information about your survey. If they liked the survey and in case not what could be improved.
Survey Response Download for Participant
Activating this toggle on the Survey Publish Screen allows the participants to download their survey response on the survey end pages.
Test & Preview
SurveyAnalytica helps you to test your survey and all of its features before launching the survey to public. This is possible from the Survey’s Preview Screen which can be reached by clicking next on the Survey Builder/Editor or by clicking Preview on the top Survey Nav.
Preview Screen has the following capabilities.
Themes
We can save our styling modifications as our own themes or apply our previously saved themes or the ones provided by the platform.
Styling
Styling allows you to completely style and brand your survey.
Please check this short video on how to add non intrusive background and style them further.
Thumbnail
Setting a Thumbnail helps you set an image that is visible when you share the survey with others as a link. The image replaces the default image (Survey Analytica Logo) with the thumbnail that you set.
Font
Font Settings allow you to choose a different font. We support more or less all fonts possible. We can also change the size, shape of fonts for different elements and also underline the element.
Color
Color Settings allow you to choose a different colors for different elements of the survey. Opacity or Transparency can be set on different elements like Background, Question Box, Progress Bar and Terms of Service. Changing the opacity can result in beautiful transformation. Like changing the opacity to zero on terms of service can completely hide it. Colors for different elements can as well be set at individual element level using the RichTextEditor which would override these global Settings.
Layout
Layouts change how the survey/form is rendered to the user. We currently support three views.
Classic/Paginated
This is the default Layout for the survey. Questions are distributed in pages and each page has its title and description. One visible page with all its visible questions and visible answer choices are shown at a time (Check Rules to understand how to change visibility at run time). Once a participant/respondent answers all questions on a given page the user can click next to go to the next visible page. In case of a single page survey user would see the submit button to submit their response.
Conversational
This layout provides a conversational experience like a chatbot. A single question is shown to the user at a time. Responding to which the next question is visible. User can still scroll to the older questions.
Carousal
This layout provides a carousal experience with next and previous buttons at the bottom and one question at a time. Users need to click next and previous buttons to navigate between questions. The last visible/valid question would have Submit in place of next to submit the response.
Options
There are few styling options which dont fall into any category as such and are put in options.
- Show Progress Bar : shows or hides the progress bar at the top of the survey/ form etc. This is active by default.
- Show Question Number: In case you want to hide the question numbers and use your own styling in the question title for question numbers or completely remove them from the display. This is active by default.
- Show Required Asterisk: Again as show question Number this is to remove the default astrisk visible next to mandatory/required questions. This is active by default. Survey Builder/Editor can show their own elements in the question title to highlight if a question is required.
- Show Survey Title: In case you dont want to show the survey title and simply start with the page and question content. Title is also used to listing the surveys locally and can have technical names. You can hide it completely on a survey. This is active by Default.
- Survey Timer: This shows an incremental timer in the survey progress bar header to show how much time is being spent by the user on the survey. In case “Time Duration in Seconds” has been set in survey settings, then it shows a decrementing timer from the time set.
Survey Elements
Here we provide the capability to change other elements like submit button text, mandatory question missing error message, question number title etc for complete control on survey design. As surveys can be multi lingual user can edit these elements in all the survey languages.
Preview
Preview allows the user to test the survey in mobile and desktop view. This helps to have a complete test of the different rules, question rendering and styling before launching a survey. If you want to share the survey with your leadership or teams not on the platform you can use the collaboration feature to share it with them.
Collaboration and Comments
Collaboration can be accessed using the + User icon in the top tool bar on the preview page. This allows you to share the draft version of the survey with your team or others who dont have access to surveyanalytica. This ensures that you dont need a lot of licenses to collaborate with your team just to review your survey. Please look at this short video on how to use this feature. This also doesnt record a response for you and saves you from wasting your survey response quota in testing. This also becomes a lot useful in changing surveys which are live as you can test the new changes without publishing (read more about publishing survey live here) these changes to live.
Undo/Redo
As the name suggests helps in rollback the changes and redo the changes
Mobile/Desktop View
Switching between these views renders the survey preview in these dimensions.
Data
Data Tab on the right hand nav allows you to test your custom variables in the preview mode. This tab is only visible in case there are custom variables configured on the survey. As can be seen setting a value in the custom variable (in thi case “Abhay”)field reflects the change in the survey description automatically (personalisation) . Read more on Custom Variables here.
Publish Survey
Publish Survey allows you to take your currently draft version live. All changes done on a survey are only done on the draft version of the survey. These changes have to be published to take the survey live in case survey is not live or otherwise reflect in the live survey for an already live survey. This is done from the Publish Tab accessible from the top Survey Nav.
Share Survey
Once we have published the survey live using the publish button on the publish screen we can now share the survey using different channels. This is possible from the “Share” Survey Screen accessible from the top nav of the survey editor.
The page shows a list of links for different channels, the number of times the link was opened and how many responses were collected from a given link. Each link can be controlled independently allowing better control on the participation channels. Also quality of the responses from a link can be evaluated and a channel returning poor quality responses can be disabled.
There are currently 9 types of distribution channels:
Download Survey
As the name suggests you can download the survey as a PDF. Print it and Distribute it with the participants or share it with people to share their review comments with you. Though with this rules are not applied as this is a static render. The is also not personalizable. The responses collected using this mechanism have to be loaded on the platform as an excel or csv file from the Analytics Responses tab.
Email share allows you to share survey from the application itself. We can easily create or choose an already available contact list to distribute the survey. Read more about contact lists here. The email distribution can be done in all the supported languages for a given survey.
On top we show all the survey email distribution matrices for the given link. It shows
Sends: All the emails that were sent. Its a total number of sends. If this email distribution was used many times to send emails then it would add all of these sends.
Bounce: Number of hard bounces. In case an email was not sent to an email address it would be recorded in the bounce metrics. Also the email address in the contact list would show a status Bounce, so that you can take action on this email address.
Deliveries: As the name suggest how many emails were successfully delivered to the target email address.
Opens: How many of your delivered emails were opened by the users.
Clicks: How many times the survey link in the email was clicked by the participants.
Complaints: As the name suggests this metrics shows how many people have marked your email as spam and have complained about your email. This is as well shows as a status for your given record / email in the given contact list.
From Name and From Email:
From Name and Email are used to send the email from the given email address and name is shown as the sender. Paid accounts can use their own email domains to send these emails.
Email Subject:
The email subject that is used to send a given email. This is the subject for the default mail for a given language. Email subjects can be set at reminder email template level as well.
Schedule:
Schedule allows you to schedule the email at a given date and time or send it at a given frequency. This is useful for running longitudinal surveys. The beauty is it automatically picks the changes in the templates and contact lists to send emails to new contacts with the updated templates.
Email Attachment:
The email attachments can be used to send attachments to the user as part of the email. This is very useful for scheduled reports created from Survey Analytics.
Template:
Email Templates are the actual email content that is passed in the email. This can be completely customised based on the contact list information (part of the contact record), survey response data to different questions or custom variables.
Reminder:
This is for sending reminder emails. This is useful for scenairos where you want to nudge the user to participate the survey. This email content could be completely different from the main email content. Its subject as well could be different. You would need to specify after how many days the reminder is sent. It also uses values lesser than 1.
Web Link
Web links are useful if you want to share the survey with the prospective respondents on your own. The link can be copied and sent on any channel of your choice.
Disable Response Override Toggle
By default all surveys are open for the respondents to respond to multiple times though only the latest response is recorded. This feature ensures that user is shown an alert that they have already responded to the survey.
QR Code
You can generate a survey shareable QR code that can be then shared in print media, OTT channels etc for direct participation.
Website
Website share allows you to embed the survey in different ways into your website or a webpage. This allows you to generate a code which can be embedded in your website or a webpage. You can specify a design and automate the survey visibility using rules.
Design
You can choose from 6 different designs to embed the survey in your webpage/site.
Integration Mode
Standard: it simply embeds the complete survey into the page where ever you would put the embed code using an iFrame.
New Page: It would show a button at the embeded location. Clicking this button would open the survey in a new page.
Popup: It would show a button at the embeded location. Clicking this button would open the survey in a popup.
Slider: It would show a button at the embeded location. Clicking this button would open the survey in a slider.
Popover: It would show a button at the embeded location. Clicking this button would open the survey in an overlay.
Side Tab: It would show a button at the embeded location. Clicking this button would open the survey from the side in an overlay.
Design Elements
We can do following customisations on these Integration modes
Button Text
This is the text that appears on the button.
Button Position
This is the position at which the button is visible. Embedded means where ever the embed html is put the button would appear there. All these other positions would be using the fixed position html styling attribute and would automatically render at the position on a page and wont be limited to the position at which the html is embedded.
Text Color
This is the color of the button text. You can align it with the page theme on which the survey is being embedded.
Button Background Color
This is the color of the button background. You can align it with the page theme on which the survey is being embedded.
Border Radius
We can as well change the border radius of the button to aling with the styling of the button.
Rules
Using rules We can automate how the survey is shown to the user. Without rules the survey has to be activated by the user by clicking on the button. But in case you want to show the survey to user when they are leaving the website or some change has happened on the website, you can use this feature to ask the user to participate in the survey.
We currently support following automated triggers:
Page Load
When a particular page is loaded. You would need to specify the page URL and the survey would automaically open when the following url is opened in your website.
On Exit Intent
When user is intending to leave your website by clicking on the close icon on the browser it would open the survey automatically.
Scheduled
After a specified time gap of coming on a given page.
Scrolling
When user starts scrolling the page where the survey has been embedded.
Get Code
This would generate the embed code or script that the user needs to embed in their website.
Note: Some HTML , CSS and JS understanding is needed to do this.
Social Media
Messaging Apps
This feature is currently in beta and is not accessible by default. We support sharing surveys using Teams, Slack, Whatsapp and Facebook Messenger.
Shopify
Shopify channel allows you to add the survey to your shopify webshop.
Seamless Realtime integrations
Realtime integrations allow you to create workflows to share your survey via different channels or take an action on a survey response.
Survey Restrictions
Survey Restrictions are a way to restrict the participation on the survey. By default all surveys/forms are accessible to people having the survey link. We can change this by setting survey restrictions. Survey Restrictions can be set from the Publish Survey Screen as can be seen from this screenshot.
Once we click on the restrictions it opens up an overlay with listing of all the restrictions applied on the survey/form.
Clicking on add opens up the restriction creation overlay. Survey Participation can be currently restricted using Email Domain, Email, Location, Registered user or Mobile Numbers.
Email Domain: We can provide multiple Email Domains and participants would be asked to login using their email and email domain is validated before a participant has access to the survey form otherwise an message is shown to the user.
Email: We can provide multiple Email’s and participants would be asked to login using their email and email address is validated before a participant has access to the survey form otherwise an message is shown to the user.
Location: We can provide a location (latitude longitude) and a distance radius from this location. A participants location is then validated when they open the survey and only in case it meets all the requirements the survey is shown to the user otherwise an message is shown to the user.
Repeatable Sections
Need a survey page where a respondent can fill in several items of the same kind — multiple product returns in one RMA, several children in a benefits form, a list of assets for an audit? Group the relevant questions into a section, turn the Repeatable toggle on, and your respondents get an “Add another” button.
See the full guide: Repeatable Sections in Surveys.