How to make a survey
Last updated
Last updated
To make a survey, navigate to your . Click on the green button "Create form or survey".
Fill out the information fields in the new custom form field builder. Below is a description of the fields:
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
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.
Set Dependencies
No
Show this based on an answer to another field or question
No (only if you selected "Set Dependencies")
Select the previous question in the survey form from the drop-down menu you would like this question's visibility to be dependent on.
Show when value equals
No (only if you selected "Set Dependencies")
Enter the value that must be entered or selected in the previous question in order for this question to be visible.
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.
Download the csv template. Fill out the template.
Upload the filled out template to the csv importer.
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.
You can edit the questions directly in the new form builder.
Fields in the csv file template:
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
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.
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).
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.
This is the type of question or data you want to receive. See full list of options .
Select the button if you would like to make this question's visibility dependent on a previous question. For example, if Question 1 is answered with a "Yes", then Question 1a will appear.
Back to
Enter the type of field the question is. See full list of options .
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