Creating a Survey. 2
Creating a New Survey. 2
Copying an Existing Survey. 6
Adding Questions to Your Survey. 7
Copying Questions. 8
Deleting Questions. 8
Managing Pages. 9
Page Properties. 9
Previewing the Page. 9
You can create a new survey from scratch or by copying
existing surveys. To begin creating a survey you must first register with Surveyi. Once
your account is validated or your initial payment has been processed you will
be taken to the surveys homepage. Steps to create a survey from scratch are as
Step 1: Create New Survey from the options menu at
the top left side:
Step 2: Choose a name for your survey:
The survey name is for your reference only and the display
name is what users see when they access your survey. The display name will
appear at the top of your survey if you have it enabled, and can also represent
part of the link to your survey if your account type has custom survey access
links. Note that the survey name must be unique among your surveys and any
user with your organisation name.
Step 3: Edit your questions:
At the top of the page you can pre populate your survey with
questions from any of our sample surveys. Just select the survey you’d like to
populate from and click Apply. If there are no templates which are
suitable as a starting point you can start with an empty question list. Click
the Edit or Add buttons to add questions to your survey.
At the top of the form are the page buttons which allow you
navigate through each page of your survey. Click on a page to edit questions
for that page, or click on the New Page Before or New Page After
buttons to add new survey pages. To set a title for each page, and control
question randomisation (if your account has that facility) click Page
For more information on questions and pages, see Adding
Questions to your Survey later on in this document.
Step 4: Change your survey appearance:
Control your survey appearance by selecting the preset theme
you’d like to use from the list at the top of the page. If you have your own
custom themes they will appear here. By default only Preset themes
are shown unless you have your own custom survey themes or buddy shared
custom themes available in which case they are selectable from the option above the
preset themes. To select preset themes click on the theme image, or
to apply your own or buddy custom survey theme click the Select option in the
appropariate theme list. Custom themes can be changed at any time during the life of the
survey and even after launch.
Step 5: Start, finish and offline pages
Custom pages appear separately from your survey questions but
follow your survey styling. You can use them to create a custom message which
will appear for your survey participants before, or after they complete your
survey questions. You can also set a custom Offline Page which will
appear if your survey is inactive for any reason and someone tries to access
it. Use Finish Page option to set a survey Redirect Url (if your
account type has it enabled) to redirect your survey participants to any web
page of your choice after they have completed your survey. Note that the
Redirect URL option works even if you don’t have the finish page enabled.
If you have multiple response groups active, you can set
different custom pages for each by selecting them from the dropdown menu at the
top of the page, which will only appear if your survey has multiple response
Step 6: Preview your survey
To get a full impression of how your survey will appear
before launching it, you can view a full preview of it from the Preview
page. Your survey may appear differently for each response group, depending on
which start or finish pages you have enabled. Each response group is listed on
this page, and to view its corresponding preview click on the Preview
button to open the survey preview in a new window. You can also use this approach
to test the finish page or redirect URL if you have one enabled.
Step 6: Share your survey
Before you launch your survey you may want to share it with
colleagues for review purposes. You can either do this by launching your
survey and sending out test invitations from the Distribute page, or you
can send out a preview link from the Share page which will give an
impression of how the survey will appear when it is launched.
If you have Surveyi Buddies you can give them editing
rights to your survey if you enable sharing for it. You have the option to
share the preview and results only, or you can allow full sharing which lets
your buddies edit the survey questions, launch it and have the same level of
control over your survey that you do. You can also transfer full ownership of
your survey to any of your Surveyi buddies.
If you’d like to build up a collective bank of questions
with your Surveyi buddies, you can do so on this page by sharing individual
questions at the bottom of the page. To enable or disable sharing for a
question, click on the Share/Unshare icon.
Step 7: Launch your survey
Before you can start collecting responses, the question
content must be locked so that existing responses are not invalidated by any
changes. To do this, you must launch your survey by clicking on the Launch
wizard icon. Once your survey is launched, the launch icon will change to the Reset
icon. The reset button lets you unlock the edit more once more, but will
remove all collected responses from your survey. If will also unlock the Responses
and Charting pages which allow you to view and analyse your responses.
Step 8: Distribute your survey
When you have launched your survey and are ready to collect
responses, click on the Distribute wizard icon. In simple mode, you
will be provided with a simple web link for your survey which you can email to
your intended participants, or publish on your website.
You can also configure a popup survey invitation
which will display a configurable invitation popup box which will appear on
your website if you copy and paste the code provided into the relevant sections
of your HTML. If you would like the survey to appear directly on your website,
you can configure this by selecting the Embed option so that your
participants never need to leave your website to participate in your survey.
If you prefer the more traditional paper based methods of
data collection, you can print your survey as a PDF document and then enter the
results into Surveyi using the provided web link at a later stage.
If you choose to distribute in Advanced Mode you can
use Response Groups to have more control over the distribution of your survey.
Response groups can be either web link groups, or tracker email
Web link response groups have more options than open
access and include options for SSL, custom web links, start and finish dates,
limiting the numbers of responses, and single access only (which stops one user
completing the survey multiple times).
Tracker response groups allow you to send out email
invitations to each participant using your Surveyi contact lists. Each email
sent out can then be tracked so that you know which individual has responded
and what their response was. You can use invitation templates to design both
invitations, and reminders, and choose the type of email you’d like to send.
There are options here for sending preview messages to ensure that the emails
work with your intended recipients and their email clients.
For more information about distributing surveys, see the
help guide Collecting Responses.
Your survey is now created and you will be able to access
its Survey Options page from your Surveyi user home page by clicking on My Surveys.
A list of all your surveys will be shown along with the status and response
counts for each.
Once you have surveys created they will be listed on your
Surveyi homepage which is accessible by clicking on My Surveyi at the
top of each page. To copy a survey click on the copy icon for the survey in
the list you would like to copy. Note that if you have Surveyi buddies with
shared surveys they will also appear in the list below for you to copy.
Once you have clicked on the copy survey button you will be
presented with the Create Survey page. To continue enter your chosen
survey name and then Continue to get to the Survey Options page.
To add questions to your survey click the Questions wizard
icon on the survey designer:
Initially the Edit Survey Questions page shows one survey page with no questions. To add a
question click Add Question at the bottom to take you to the Edit
Question page. The first thing you might want to choose is the question
type. For full details on question types please visit the Questions
Types page. Different question types have different options tabs on the
page which can be described as follows
Text – enter what you want to ask your users. You
can also enter extra text which will pop up if the user clicks on a question
Required – if you require an answer to this question
before moving onto the next page then check the tick box on this tab. You can
also enter the message the survey user will see under the question if they
haven’t completed it when they try to move to the next page.
Validation – this tab has more advanced validation
options which change for different question types. For example numeric text boxes
allow you to specify a range of values.
Conditional – allows you to set up question logic for
whether this question is shown or hidden based on the answer to multiple choice
questions in your survey. Question logic works across pages on your survey or
for questions on the same page.
Layout – control how the question is laid out on the
survey page including spacing options and question numbering.
Import – import another question from this survey or
others in your survey list. If you have Surveyi buddies you can select their
questions to import.
Choices – if the question is a multiple choice type
you can enter the choices here, one on each line. You can also specify whether
the choice order is displayed differently each time the question is loaded, and
an additional Other option which places a underneath for the user to
enter specific information about their other option. If the question is
randomised the other option will always appear last.
Rows – if the question type allows for multiple rows
enter the rows here, one on each line.
Columns – enter the column options for table question
types here, one on each line. For dropdown list table question types this is
where you can enter individual column choices for the question.
Totals – if the question type is numeric you can
specify a total sum which all numeric values entered on each row must be equal
to for the response to be valid
Comment – non numeric question types have the option
for the survey user to leave a comment related to their response. Enter the
text label you would like to appear above the comment box here and indicate
whether you would like the comment to be entered before the user can move onto
the next page.
Scoring – if the question type can have a
quantifiable response such as numeric or multiple choice, a score can be
allocated for certain response values. This score is invisible to the survey
user and you can filter the responses by their score after they have arrived.
Responses – if the question type can have a
quantifiable response such as numeric or multiple choice, you can display
existing results to your survey users either underneath the question, at the
end of the survey on the finish page (if one is defined), or both.
Demographic – if the question type is demographic
question types this is where you can enter the address information. Each field
can be selected to be displayed in the survey, and certain fields can be marked
When the required information is defined in the question,
click Update Preview to view the question as it will appear on your
survey (without the survey style enabled). If you have set validation rules
then you can test them prior to launching your survey by entering information
in the question as a survey user would and then clicking Test Validation.
To copy any question in your survey click the Questions
buttons to go to Edit Questions and underneath the question you would like to
copy click the orange Copy. When this is clicked, orange icons appear
between the questions. Click the icon in the relevant position to copy the
question to that location. Otherwise, click on the yellow page numbers above
the questions to copy the question to that page.
To delete a question click the Delete button
underneath the question on the Edit Survey Questions page. The question will
be moved to the survey recycle bin and can be restored later if it was deleted
When each survey is created it contains a survey page. To
add more survey pages click insert before, or insert after. A new page icon in
sequential numeric order will appear above the questions. Click on the
numbered page icons to change the question list below to that page.
To manage settings for each page click Page Properties.
The following options are available:
Page Title – set the title for this page. This will
appear in the position specified in the applied survey theme or appearance
Random question order – enable this option if you
would like the questions on this page to appear in a different order each time
the page is shown to a survey user.
Page Skip Logic - if your survey has multiple choice
question types you can use these to show or hide this page based on the choice
which the survey user has selected.
To delete a survey page click on the Delete button at the
top of the Edit Survey Questions page. Any questions will be moved to
the recycle bin. If any of those questions are later restored, the survey page
will also be restored and will contain the restored question only.
To preview each page from the Edit Survey Questions page
click on the Preview Page wizard icon on the survey designer, and then
click the Preview button for any response group in the list. Note that
the survey can also be previewed from your Surveyi user home page.