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Survey Creation

1. Go to Dashboard > Surveys > + New Survey

Please note: Only system administrators and organizers have access to the Dashboard.

Learn more about 'How to use Surveys Dashboard'.

2. On the creation form page, fill in the info for the survey.

Notes on the fields:

  • At a minimum, the survey requires a Title and Question.
  • At a minimum, each question requires a Title and Type.

Survey Fields

Title (required): Free text.

Description (optional): Free text.

Questions (required): List of questions.

Question Fields

Title (required): Free text.

Description (optional): Free text.

Is required? (optional): Boolean. Defaults to false.

Type (required): One of Short text, Paragraph text, Rating scale, Linear scale, Single choice, Single choice with “other” option included, Multiple choice, and Multiple choice with “other” option included.

Here’s a short description of each type:

Short text – Text value. Free text field with a short input widget, there’s no character limit.

Paragraph text – Text value. Free text field with a large input widget, there’s no character limit.

Rating scale – An integer value. Rating 1 to 5, with stars as UI widget.

Linear scale – An integer value. Rating between two numbers.

Single choice – Text value. Choose one value from a set of options.

Single choice with “other” option included – Text value. Choose one value from a set of options. Has the possibility of adding one value that is not present in the options.

Multiple choice – Multiple text values. Choose one or more values from a set of options.

Multiple choice with “other” option included – Multiple text values. Choose one or more values from a set of options. Has the possibility of adding one value that is not present in the options.

Single and Multiple choices fields

Options (required): List of available answers. Must have at least two values.

Linear scale fields

Lower range (required): Integer number. Usually 0 or 1.

Upper range (required): Integer number. Usually from 2 to 10.

Lower label (optional): 32 characters.

Upper label (optional): 32 characters.

3. Click Preview at any time if you wish to see how the Survey will be presented to the users in the UI.

4. Click Save. Your new Survey should then appear in the Surveys Dashboard.

Survey Duplication

Rather than creating a new survey from scratch, you may also duplicate an existing one.

Option 1. Go to Dashboard > Surveys > Duplicate

Option 2. Go to Dashboard > Surveys > Survey Master > Duplicate

Note: Currently, it is not possible to edit a custom survey form through the system. If you need to edit one, you will have to contact [email protected].

Learn more about 'How to gather feedback with Surveys'.

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