Survey Authoring Basics

#1​

Managing users

Add team members using the "Manage Users" button located at the top right of the survey. 

#2​

Add content

​Add questions, variables, text boxes, and more from the Insert menu. 

#3​

Comments and Comment Center 

You can leave instructions and discussion points for other users in the survey's general comment thread. 

#4​

Logic Details and Export to Word 

Each question includes a notes section that is included when generating a Word document suitable for sharing with clients or representatives. 

#5​

Simple logic 

Easily configure logic using a simple series of drop-down menus. 

#6​

Question Options 

​Configure the questions in the options panel within the gear icon. 

#7​

Other and Not Applicable 

Use the "Other" and "Not Applicable" toggles in the three-dot menu to add a respondent input field or create an exclusive option. 

#8​

Variable 

Store lists of information—such as vendors, brands, or KPCs—as variables. Use these variables for tasks like designing logic paths and setting QC flags. 

#9​

QC flag 

​We ensure data quality by setting QC flags that allow for the easy removal of low-quality respondents.

#10​

Test and Page ID 

If you discover any errors while testing the survey in the Preview tab, be sure to share the survey owner and Page ID. 

#11​

​Survey Design 

Avoid poor design to reduce survey fatigue and improve data quality. Consider the number of clicks required to complete the survey. Also:

• Do not use yes/no questions for screening.

• Avoid using drop-down menus.

• Limit loop repetitions to a maximum of 3–5 iterations. 

#12​

​Allocation 

​Configure allocations on the Overview tab to track allocations or set limits.