📑How to make a survey

To make a survey, navigate to your Survey Module. Click on the green button "Create form or survey".

Table of Contents

New Custom Form field builder

CSV importer - upload survey form

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New Custom Form Field Builder

Fill out the information fields in the new custom form field builder. Below is a description of the fields:

Field	Required	Description
Form name	Yes	This is a name that will be showed only internally. You can give the survey a different name than the one the respondents will see.
Title	Yes	This is the name of the survey that respondents will see.
Description	Yes	Write a brief description or introduction about the survey. Ex. describe the purpose of the survey or provide explanations
Button text	Yes	This is the submit button that respondents click to submit their survey. Text for this field is typically "Submit".
Label	Yes	This is the information or question you want to receive from or ask of the respondent.
Type	Yes	This is the type of question or data you want to receive. See full list of options here.
Required	No	You can select if you want the question to be required.
Choices	Yes / No - if the question type is text, file upload or any other type that does not require the selection of answer choices then this field is not required.	Type the answer choices. Use a comma to separate the answer options e.g. wind energy,solar energy,biogas etc. *note, there is no need to enter a space in between the words and the commas.
Default Value	No	For some question types, you can set a default value that will automatically be selected or entered unless changed by the survey recipient.
Placeholder text	No	You can enter text as placeholder text that will show up in gray as example text for the question.
Help text	No	You can enter help text to provide more information, description and context to the question.

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CSV Importer - upload survey form

In addition to using the new form field builder, you can create a new survey using the csv importer.

Click on the gray "CSV import" button. The csv importer will appear.

1. Download the csv template. Fill out the template.

2. Upload the filled out template to the csv importer.

3. Follow the mapping and reviewing stages of the csv importer. Once the information looks good, click save and the the questions will populate the new form builder.

4. You can edit the questions directly in the new form builder.

Fields in the csv file template:

Field	Required	Description
Row type	Yes - Field or Section	Type "field" if it is a field question. Type "section" if the field is the section title and not a question field.
Type	Yes	Enter the type of field the question is. See full list of options here.
Label	Yes	Enter the question or information you want to receive from the respondent.
Required	Yes - True or False	Enter True if the question should be required. Enter False if the question is not required.
Help Text	No	You can enter help text to provide more information, description and context to the question.
Default value	No	For some question types, you can set a default value that will automatically be selected or entered unless changed by the survey recipient.
Placeholder Text	No	You can enter text as placeholder text that will show up in gray as example text for the question.
Choices	Yes / No - if the question type is text, file upload or any other type that does not require the selection of answer choices then this field is not required.	Type the answer choices. Use a comma to separate the answer options e.g. wind energy,solar energy,biogas etc. *note, there is no need to enter a space in between the words and the commas.

Full list of field types for questions:

Button Type	Image	Description
Single line text		Small area for recipient to enter text (best for short answers).
Multi line text		Large area for recipient to enter text (best for long answers or descriptions).
Email		Recipient can enter an email address.
Number		Recipient can enter a number.
URL		Recipient enter add a website URL.
Check box		Recipients will be able to check a single box to indicate an answer to the question. For example, "Check the box below if you are measuring your carbon footprint."
Check boxes		Recipients will see multiple check boxes based on the values that you enter in the "Choices" area for the question.
Drop down		Recipients will be able to select their answer choices from a drop down menu.
Multi select		Recipients can choose multiple answers within a list.
Radio buttons		Recipients will be able to select the bubble of their choice.
File upload		Recipients can upload a file from their computer.
Date		Recipients can use the calendar to select a date.
Date/time		Recipients can enter the date and time.
Date of birth		Recipients can use the calendar to select their date of birth.
Hidden		There will be no space to enter or select an answer. This option is best if you would like only text written in the "Label" area to appear for recipient to read or give directions for a new section of the survey.
Password		Recipients can enter a password.

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