Create, modify or delete a survey

25 Mar 2024

7 min read

Table of contents

Create a survey

The creator of the survey automatically becomes the owner.

1. Access the Surveys list via the main navigation. 2. Click on the Create button. 3. Add a Title to the survey. 4. Choose the Primary language for the survey. 5. Click on the Create button. 6. Your survey is created, now it's time to add questions!

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The primary language is the language in which you build the survey. You can then translate the survey into other languages.

Test the survey first

To minimize risk, we strongly recommend that you fully test the survey and resolve any potential problems before sending it to respondents. To do this, access the questionnaire, and use the Preview mode. You will then be able to test the survey without collecting any real responses.

Add a question

You can add different types of questions to a survey: welcome page, instructions, multiple choice, text answer, matrix, date and rating scale.

1. Access the Surveys list via the main navigation. 2. Navigate to the survey you want to edit. 3. Click on the Edit button. 4. From the left panel, click on the question type you want to add. 5. Fill in the information and options for the question. Options may vary depending on the question type (see Options by question type). 6. Click Create.

Options by question type

Rating scale

Option	Description	Mandatory
Title	The title of the question.	Yes
Description	Allows you to add explanations that will appear below the question.	No
Scale values	Represents the minimum and maximum value of the scale (from 0-1 to 2-10)	Yes
Minimum value label	Represents the name of the minimum value that will be presented to the user.	Yes
Center value label	Represents the name of the center value that will be presented to the user.	No
Maximum value label	Represents the name of the maximum value that will be presented to the user.	Yes
Add a secondary choice	Allows the user to indicate that the question does not apply to their situation.	No
This question is optional	Allows the user to not answer the question. Questions are mandatory by default.	No
Add a comment field (optional)	Allows the user to add an additional comment to their answer.	No
Anonymize personal identifiable information (PII)	Allows to automatically hide personal identifiable information (PII) in the text answers and comments.	No
Analyze sentiments found in the answers	Allows to automatically analyze sentiments found in the text answers and comments.	No

Multiple choice

Option	Description	Mandatory
Question	The title of the question.	Yes
Description	Allows you to add explanations that will appear below the question.	No
Answer choices	The answer choices that will be presented to the user when he answers.	Yes
Add an "Other" choice with a required text field	Allows the user to enter their own choice if it is not present in the list of answer choices.	No
Add a secondary choice	Allows the user to indicate that the question does not apply to their situation.	No
Allow for multiple answers	Allows the user to select multiple answer choices.	No
This question is optional	Allows the user to not answer the question. Questions are mandatory by default.	No
Add a comment field	Allows the user to add an additional comment to their answer.	No
Anonymize personal identifiable information (PII)	Allows to automatically hide personal identifiable information (PII) in the text answers and comments.	No
Analyze sentiments found in the answers	Allows to automatically analyze sentiments found in the text answers and comments.	No

Text answer

Option	Description	Mandatory
Question	The title of the question.	Yes
Description	Allows you to add explanations that will appear below the question.	No
Answer format	Allows you to specify the visual format of the text field to be presented to the user. Also controls the minimum and maximum number of characters the user can enter. Available options: long answer, single line, short field or number.	Yes
Answer unit	Allow you to add a text to the right of the answer field (e.g. year, days, etc.).	No
Add a secondary choice	Allows the user to indicate that the question does not apply to their situation.	No
This question is optional	Allows the user to not answer the question. Questions are mandatory by default.	No
Add a comment field	Allows the user to add an additional comment to their answer.	No
Anonymize personal identifiable information (PII)	Allows to automatically hide personal identifiable information (PII) in the text answers and comments.	No
Analyze sentiments found in the answers	Allows to automatically analyze sentiments found in the text answers and comments.	No

Matrix

Option	Description	Mandatory
Title	The title of the matrix.	Yes
Description	Allows you to add explanations that will appear below the question.	No
Rows (questions)	Represents the list of questions that will be presented to the user when answering.	Yes
Columns (answers)	Represents the list of answer choices that will be presented to the user when answering.	Yes
This question is optional	Allows the user to not answer the question. Questions are mandatory by default.	No
Add a comment field	Allows the user to add an additional comment to their answer.	No
Anonymize personal identifiable information (PII)	Allows to automatically hide personal identifiable information (PII) in the text answers and comments.	No
Analyze sentiments found in the answers	Allows to automatically analyze sentiments found in the text answers and comments.	No

Drop down list

Option	Description	Mandatory
Question	The title of the question.	Yes
Description	Allows you to add explanations that will appear below the question.	No
Answer choices	The answer choices that will be presented to the user when he answers.	Yes
Add an "Other" choice with a required text field	Allows the user to enter their own choice if it is not present in the list of answer choices.	No
Add a secondary choice	Allows the user to indicate that the question does not apply to their situation.	No
This question is optional	Allows the user to not answer the question. Questions are mandatory by default.	No
Add a comment field	Allows the user to add an additional comment to their answer.	No
Anonymize personal identifiable information (PII)	Allows to automatically hide personal identifiable information (PII) in the text answers and comments.	No
Analyze sentiments found in the answers	Allows to automatically analyze sentiments found in the text answers and comments.	No

Faces

Option	Description	Mandatory
Question	The title of the question.	Yes
Description	Allows you to add explanations that will appear below the question.	No
Label	Represents the name of the face that will be presented to the user.	Yes
Add a secondary choice	Allows the user to indicate that the question does not apply to their situation.	No
This question is optional	Allows the user to not answer the question. Questions are mandatory by default.	No
Add a comment field	Allows the user to add an additional comment to their answer.	No
Anonymize personal identifiable information (PII)	Allows to automatically hide personal identifiable information (PII) in the text answers and comments.	No
Analyze sentiments found in the answers	Allows to automatically analyze sentiments found in the text answers and comments.	No

Date

Option	Description	Mandatory
Question	The title of the question.	Yes
Description	Allows you to add explanations that will appear below the question.	No
Add a secondary choice	Allows the user to indicate that the question does not apply to their situation.	No
This question is optional	Allows the user to not answer the question. Questions are mandatory by default.	No
Add a comment field (optional)	Allows the user to add an additional comment to their answer.	No
Anonymize personal identifiable information (PII)	Allows to automatically hide personal identifiable information (PII) in the text answers and comments.	No
Analyze sentiments found in the answers	Allows to automatically analyze sentiments found in the text answers and comments.	No

Instructions

Option	Description	Mandatory
Title	The title of the instruction page.	Yes
Instructions	Add a text that will be presented to the user.	Yes

Score and dimensions

Refer to the article Score and dimensions on questions.

Skip logic

Refer to the article Skip logic on questions.

Codes

Refer to the article Use of codes to identify questions and answers.

Edit the title of the survey

1. Access the list of Surveys via the main navigation. 2. Navigate to the survey you want to edit. 3. Click on the Edit button. 4. Click on the pencil icon to the right of the survey title. 5. Edit the title. 6. Click on the Save button.

Edit the content of a survey

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Warning: If your survey has already collected responses, it is possible that editing the survey will affect the data. Please refer to the article Edit a survey that has collected responses.

Edit a question

1. Access the list of Surveys via the main navigation. 2. Navigate to the survey you want to edit. 3. Click on the Edit button. 4. Click on the question you want to edit.

Duplicate a question

1. Access the list of Surveys via the main navigation.

2. Navigate to the survey you want to edit.

3. Click on the Edit button.

4. Hover over the question to duplicate.

5. Click on the duplicate icon.

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In the case of a survey that has already collected responses, duplicating does not duplicate the responses.

Order a question

1. Access the list of Surveys via the main navigation. 2. Navigate to the survey you want to edit. 3. Click on the Edit button. 4. Hover over the question to be reordered. 5. Use the 6-dots icon to the left of the question to drag and drop the question into the order of your choice.

Edit the title of a question

1. Click on the question you want to change. 2. Edit the text of the question title.

Edit an answer choice

1. Click on the question you want to change. 2. Edit the text of the answer choice.

Hide an answer choice

Allows you to hide the choice from respondents, but still retain your data. This option is only available to choice questions that have already collected responses. You can go back and make the choice visible to respondents again at any time. Hidden choices appear in reports and graphs. If the choice is present in conditional branches, these will be retained, but ignored.

1. Click on the question you want to change. 2. Click on the eye icon of the choice to be hidden.

Delete an answer choice

1. Click on the question you want to change. 2. Click on the trash icon of the choice to delete

Delete a question

1. Access the list of Surveys via the main navigation. 2. Navigate to the survey you want to edit. 3. Click on the Edit button. 4. Hover over the question you want to delete. 5. Click on the trash can icon. 6. Confirm the deletion.

Delete a survey

1. Access the list of Surveys via the main navigation. 2. Navigate to the survey you want to edit. 3. Click on the 3-dots menu. 4. Click on Delete. 5. Confirm the deletion.

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