Access the Questionnaires tool
To access the Questionnaires tool, you need to log in and select the team that you want to work in. Then, click Questionnaires on the top left side of the screen. You are now viewing the questionnaires dashboard.
Already created questionnaires are categorized according to their publication status (drafts, published, archived), as shown in the image below. Each questionnaire has its own 'card', which shows their public and internal (non-public) titles and a short profile text. When you want to edit an existing questionnaire, click the three dots on the upper right corner of the card (see arrow in the image below). From the drop-down menu that opens you can choose to:
- View – View the published, publicly accessible version of the survey
- Edit – Edit the survey
- Preview – See a preview of the survey
- Publish – Publish/re-publish the survey
- Translate – Translate the survey to other languages
- Copy – Copy the survey and its contents (does not copy results)
- Moderate – Moderate the answers left by respondents if you are using the Show responses publicly setting
- Archive – Move the survey to the archive, where it can't be accessed or edited but is preserved in case you want to use it in the future
- Transfer – Transfer the survey to another team or subgroup
- Delete – Delete the survey (after which the survey cannot be recovered, so consider archiving the survey instead)
- Results – Download the results as an Excel or CSV file, manage respondents
- Analyze – Examine the results in the built-in analysis tool
Start a new questionnaire
To start your first questionnaire, click the New Questionnaire button on the right side of the screen.
Questionnaire editor structure
You are now in the questionnaire editor and can start drafting your survey. The questionnaire will consist of different question, content and programmatic elements. Click Add Element to access these elements.
The structure of the questionnaire editor can be seen below.
- (1.) shows all the pages you have in your questionnaire and allows you to access its settings
- (2.) is the questionnaire page draft
- (3.) contains the element library
Choose the content and question elements that you would like to use. You can arrange the order of elements by dragging and dropping. To add more pages, click Add page on the left. You can find more information on from Questionnaire elements.
To edit an element, click on it in the draft and an edit window will appear on the right. In the example below, a map point question is being edited. Element settings are divided into tabs:
- Basic settings include the essentials.
- Extra settings include more advanced style settings and other options that you can use to customize the content of the questionnaire.
- Dataname contains settings related to the dataname.
Remember, you can find detailed instructions on each setting and element by clicking the ? symbols.
Questionnaire and page settings
Finally, select the settings of your questionnaire. There are two types of settings: Questionnaire and Page settings. Questionnaire settings can be found from the upper left corner of the page menu (see arrow in the image below). They are divided into tabs. Questionnaire settings include settings that apply to the entire survey, for example publication dates and times, default questionnaire background style, main language and map choices.
In Page settings, you can customize the appearance of each questionnaire page. Each survey page has three tabs: Elements (consisting of the questions and other elements), Settings and Maps. The last two form the Page settings. Under Settings you can give the page a title, choose which layout and background you want to use on that page, and set up a color or an image background used on that page. Under Maps you can a set starting location for the map and opt to hide some map levels from the initial map view on that page. If you have the same map on several survey pages, the set location on the first map page will be copied unless you make other choices in individual pages' settings or use other backgrounds on other pages. For more information on the page-specific background settings, please see the next article on Questionnaire backgrounds and layout.
Preview and test
Preview your questionnaire by clicking Preview in the upper-right corner menu. To go back to editing, click Edit.
Please note that preview mode is only intended for checking how the survey looks, not for testing how to answer the questions. We highly recommend that you test your survey with test respondents, but you should first publish your survey to do that.
Once you are happy with your questionnaire, set the start and end dates in Settings and click Publish in the upper-right corner menu. You will be asked twice whether you want to publish the questionnaire. You can still make changes to the questionnaire (except datanames and option identifiers) even after publication, just remember to always re-publish it so that the changes are activated.
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