Survey Authoring Basics

#1​

Manage Users​

Add teammates from the Manage Users button on the top right of the survey​

#2​

Adding Content​

Add questions, variables, textboxes and more from the Insert menu​

#3​

Comments and​
Comment Center​

Comment threads throughout the survey allow you to leave instructions and discussion points for other users​

#4​

Logic details and​
Export to Word​

Each question has a notes field that will be included in a Word doc export which is great for sharing with your client or leadership​

#5​

Simple Logic​

Easily set up logic with a simple series of dropdown menus​

#6​

Question Options​

Configure questions from the options panel under the gear icon​

#7​

Other and​
None of the above​

Add respondent input box or make a choice exclusive with the ‘Other’ and ‘None of the above’ toggles under the 3-dot menus​

#8​

Variables​

Store lists of information like vendors, brand, or KPCs with variables. Use variables for pathing logic, QC flags, and more​

#9​

QC Flags​

Ensure your data quality by setting up QC flags that make it easy to eliminate low quality respondents​

#10​

Testing and​
Page IDs​

Test the survey on the Preview tab and make sure you share the Page ID with your Survey Directors if you spot errors​

#11​

Survey Design​

Reduce survey fatigue and improve data quality by avoiding poor design. Consider clicks to complete. Also:​

• Don’t use Yes/No questions for screening​
• Avoid using dropdown menus​
• Limit loop iteration to 3-5 at the most​

#12​

Quotas​

Set up quotas on the Overview tab for tracking or capping purposes​