Appendix
Types of Questions
Radio Button Group Question
The Radio Button Group is a multiple-choice question where only one answer can be selected. To create a Radio Button Group, navigate to the Toolbox located at the left side of the screen and select the donut or Radio Group icon.
Once in the Radio Button Group, navigate to the question panel and type in your question where it states to ‘Please enter question here’. To create your question, select the text within the question to edit. Once the question is complete click outside of the question segment to save your proposed question.
To create your multiple-choice answers, select each item to rename the answers. Select outside of the answer text to save the answer. To edit the answers, select the text you wish to correct and retype your answer.
You can delete the multiple-choice answers by selecting the red minus icon on the left of the item line to remove the segment.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Rating Scale Question
To create a Rating Scale, navigate to the toolbar found on the left side of your screen and select the star icon. This selection will generate a survey question that allows the respondent to use ratings as their answer.
Once in the Rating Scale, create your question by typing where it says, ‘Please enter question here’. Select the text within the question to edit. Once the question is complete click outside of the question segment to save your question.
To adjust the scale for your answers, use the ‘+’ to the left of the rating to add another answer options, or select the ‘- ‘ icon to subtract one of your ratings.
You can customize the type of rating by selecting the ‘Labels’ dropdown at the bottom of the question box. This allows you to choose the most appropriate style for your rating scale:
- Labels: Use numbers or text for the scale (The maximum number of labels is 20, and the minimum is 2)
- Smileys: Use Smiley icons for ratings (The maximum number of smileys is 10, and the minimum is 2)
- Stars: Use Stars to indicate value (The maximum number of stars is 20, and the minimum is 2)
Rating Values
Below the Question Settings tab within your Question Property, you will find your ‘Rating Values’ tab. This allows you to customize your rating scale. The first option allows you to control the display of the scale. By choosing the buttons, you will be able to have your respondents answer with button vs with a dropdown. The auto button will choose between the buttons or the drop down depending on the space you have in your survey.
You can also change your rating icons here if you would like to edit your original choices. The rating count allows you to determine how many icons are in your rating scale. You can increase or decrease this number manually.
In your rating configuration, the auto generate will show the rating icons that you chose. If you want to use a different text beyond numbers in your rating scale, switch to the manual rating configuration and use the pencil icon to type in the text you want to appear in your rating scale.
Checkbox Question
To create a Checkbox Question, navigate to the toolbox on the left side of your screen and select the checkbox icon. The Checkbox questions can be used for multiple choice answers that may require multiple correct answer options. This is ideal for questions where more than one response may apply.
Once in the Checkbox question survey, navigate to the question panel and type in your question where it says, ‘Please enter question here’. To create your question, select the text within the question to edit. After you have finalized your question, click outside the text area to save your changes.
To create your multiple-choice answers for the Checkbox Question, select each item to rename the answers. Select outside of the answer text to save your changes. If you need to edit any answers, select the text you wish to modify and retype your response.
To remove an answer option, click the red minus icon next to the item line to delete it.
Dropdown Question
The Dropdown question is a type of multiple-choice question where the answer options are displayed in a dropdown menu, rather than all being visible at once.
To create a Dropdown question, navigate to the toolbox on the left side of your screen and select the dropdown icon.
Once in the dropdown question, navigate to the question panel and type in your question in the field that says, ‘Please enter question here’. To edit your question, select the text within the question field. Once you’re finished, click outside the question segment to save your changes.
To add multiple-choice answers, select each item to rename the answers. Click outside of the answer text to save the answer. To edit the answers, select the text you wish to correct and retype your answer.
If you need to delete any answers, click the red minus icon on the left of the item line to remove that segment.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Multi-Select Dropdown Question
The Multi- Select Dropdown question is a type of multiple-choice question where respondents can select multiple answers from a dropdown menu.
To create a Multi-select Dropdown question, navigate to the toolbox on the left side of your screen and select the Multi-select Dropdown icon.
Once you're in the Multi-Select Dropdown question panel, type your question where it says "Please enter question here." To create your question, select the text within the question to edit and click outside of it to save your changes.
For multiple-choice answers, select each item to rename the options, and click outside of the answer text to save the changes. If you need to edit an answer, select the text you wish to correct and retype it. To remove an answer, click the red minus icon on the left side of the item line.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Yes/No Question
The Boolean question is a Yes/No question. To create a question, navigate to toolbox located on the left side of your screen and select the toggle icon.
Once in the Yes/No question, navigate to the question panel and type in your question where it says, ‘Please enter question here’. To edit the question, select the text within this field. After completing the question, click outside the question segment to save your changes.
For the Yes/No answers, select each item to rename the answers as needed. Click outside the answer text to save your changes. To make edits, select the text you wish to correct and retype the answer.
For additional options, ensure the Survey Settings are open. To further customize the question, navigate to Survey Settings and select the 'Choice Options' dropdown. For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Using the File Upload
To allow your respondents to answer a question with an attachment, use the "File Upload" tool. To create a "File Upload" question, navigate to the toolbox on the left side of your screen and select the folder icon.
Once you're in the File Upload question panel, type your question in the field that says "Please enter question here." Select the text within the question to make any edits. After finalizing your question, click outside the question segment to save it.
In the Question Property panel, under the General Tab, you can edit the property name, which is only visible to the survey creator and not to the respondents. Below the property name, you can modify the display text, where your actual question will be entered. If respondents require additional information, you can provide it in the question description section for further explanation.
When creating a File Upload question, it’s important to specify the type of file you expect from respondents. To change the file type, navigate to the ‘File Source Type’ dropdown and select the desired attachment type. If you wish to allow respondents to upload multiple files, simply enable the option by selecting the multiple file checkbox.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Using the Media Picker
The Media Picker question allows the surveyor to create a question using images as their answers. To create a Media Picker question, navigate to the toolbox located on the left side of the screen and select the image icon.
Once in the Media Picker question, navigate to the question panel and type in your question in the field that says, ‘Please enter question here’. To adjust your question, select the text within the question to edit. When you are finished, click outside of the question area to save it.
To create your Media Picker answers, select the folder icon on the upper right side of the image to upload or swap your desired asset. To delete an image, select the trash can icon on the upper right of the image you wish to remove.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Ranking Question
The Ranking question allows the surveyor to provide multiple choice answers and create the option for the respondent to arrange in a particular order. To create a Ranking question, navigate to the toolbox located at the left side of your screen and select the bar graph icon.
Once in the Ranking question, navigate to the question panel and type in your question where it says, ‘Please enter question here’. To edit the question, select the text and make your changes. Once the question is complete, click outside the question segment to save it.
To create your multiple-choice answers, select each item to rename the answers, then click outside the answer text to save it. To edit the answers, select the text you wish to correct and retype your answer. To change the order of answers, you can drag and drop the selected option to adjust the ranking, which can be previewed in the Preview module. To delete an answer, click the red minus icon on the left of the item to remove it.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Fill in the Blank Question
To create a fill in the blank question, the surveyor has three options. These options allow for flexibility depending on the type and length of responses required.
- Single-Line Input: This option provides the respondent with a short answer text box for them to fill in a response.
- Long Text: This option provides a long-form text box where respondents can fill in their responses.
- Multiple Textboxes: This option provides multiple text boxes for the respondents to fill in.
To edit the text for this type of question, click within the text box and enter your desired question. For the Multiple Text boxes, you can also edit the words before each text box by selecting the ‘Text’ field and editing it to match the appropriate response.
Survey Panels
The survey panel serves as the blank canvas where surveyors can create and organize their questions. It separates different sections within the survey. There are two types of panels:
- Panel: A blank space where the surveyor can create a new question.
- Dynamic Panel: A blank space where the surveyor can create multiple new questions.
To create a panel, navigate to the toolbox on the left side of your screen and select the square icon. Once selected, a blank screen will appear for you to add questions. You can either drag and drop the desired question type from the toolbox or click ‘Add Question.’ By default, clicking ‘Add Question’ will generate a Radio Button Group question, but you can change the question type by selecting from the dropdown menu.
For the Dynamic Panel, navigate to the toolbox on the left side of your screen and select the square icon with ‘+’ symbol. The Dynamic Panel allows you to continuously add questions to the panel of different forms.
Creating a Matrix
As a surveyor, you may want to create a question that forms a matrix. In this section you have three choices for building a matrix:
- Single-Select Matrix: This option provides a question that can include rows and columns
- Multi-Select Matrix: This option provides a question that has multiple dropdown answers for each column
- Dynamic Matrix: This option provides a more flexible matrix with multiple dropdown columns
To create a Single-Select Matrix, navigate to the toolbox on the left side of the screen and select the 4-dot icon. Once you've selected the icon, a matrix will appear where you can type your question at the top of the panel. To modify the text in the rows and columns, click on the text you wish to edit and type in the appropriate information.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
To create a Multi-Select Matrix, navigate to the toolbox on the left side of the screen and choose the 9-circle icon. After selecting the icon, a matrix will appear where you can type your question at the top of the panel. To modify the text in the rows and columns, click on the text you wish to edit and type in the appropriate information.
To add additional rows or columns, navigate to the section you wish to expand and select the ‘+’ icon at the top right of the panel. This will either add another row or column depending on your selection.
To create a Dynamic-Matrix, navigate to the toolbox on the left side of the screen and choose the 6+ circle icon. After you select the icon, you will see a matrix where you can type your question at the top of the panel. To edit the text of the columns, select the text you wish to edit and type the appropriate information.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Creating HTML
To utilize HTML as an answer, navigate to the toolbox on the left of your screen and select the ‘</>’ icon.
Once you select the HTML icon, you will create a space where your respondents can respond to your question with HTML.
To edit the question, select the text box to begin typing your question.
Displaying Images
To display an image in your survey, navigate to the toolbox on the left side of your screen and select the image icon. Once selected, you can choose an image from your computer to be displayed within the survey.
Creating a Signature
To provide a space for respondents to sign, navigate to the toolbox on the left side of your screen and select the signature icon. Once selected, you can use the textbox to instruct the respondents to provide their signature.
The respondent’s input is saved as a base64-encoded image in one of the following formats: PNG, JPEG, SVG. To select the desired format, use the Image Format drop-down menu under the General Tab.
Under General Tab, can change the pen color by selecting the Stroke color
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Media Uploader
To create a question where respondents respond with a file or recording, navigate to toolbox on the left side of your screen and select the camera icon.
Once selected, the surveyor can edit the text box to instruct the respondents on what they need to upload. Within the Question Property panel, you can use the ‘Other’ dropdown to upload your own media, which will be displayed to respondents within the survey.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Multi-line Text Editor
The Multi-line text editor creates a unique way for respondents to answer a written response. This feature supports long-form answers that can be edited with bullets, font changes, and more.
To create a Multi-line text editor, navigate to the toolbox on the left side of your screen and select the ‘Multi-line Editor icon’.
Once in the template, type in your question within the question panel.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Rich Text Editor
The Rich Text Editor creates a unique way for respondents to answer a written response. This section allows the respondents to answer the question with a long-form answers that can be edited with bullets, font changes, and other formatting options.
To create a Rich Text Editor, navigate to the toolbox on the left side of your screen and select the ‘Rich Text Editor icon’.
Once in the template, type in your question within the question panel.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Single-line Text Editor
The Single-line text editor creates a way for respondents to answer a written response.
To create a Single-line editor, navigate to the toolbox on the left side of your screen and select the ‘Single-line Editor icon’.
Once in the template, type in your question within the question panel.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.
Slider Question
To create a question where the answer is on a sliding scale, navigate to the toolbox on the left side of your screen and select the sliding scale icon.
Once selected, you can edit the textbox and customize your question.
Within the Question Property panel, you will find a slider dropdown. You can set the minimum and maximum values of the scale, as well as define the increments at which the slider moves.
For further customizations, please refer to the Question Property section under the Creating a Survey menu.