Survey Library - Configuring Web Surveys

Overview

Web surveys are better than SMS surveys in the sense that they allow customization of the appearance, including the logo and colors of the brand. This article explains how to configure a web survey using the Survey Manager.

Information

To start configuring a survey to be answered on the web, you must have first created it. Click here if you need to know how to create a survey.

Once you have it, locate it on the Survey Library. Then, click on Configuration Settings, Edit Web Survey:

This screen will open:

This article will help you to:

• Add pages and questions
• Create grouped questions
• Get respondent data
• Configure paging and progress options
• Define the messages displayed within the survey
• Define the messages to invite and remind people to answer the survey

Adding Pages and Questions

Web surveys can have the questions grouped in pages. You must create at least one page in order to add the questions. So, the first thing to do is to click on Add Page. This will create a page, just like this:

Here is what you can do (the numbers correspond to the ones in the image):

1. Add a question from the library: you can reuse an existing question from the library. When you choose this option, this window opens:
   
   The blue rectangle contains a list of the available questions according to the categories tied to the solution. Select the questions you would like to add to your survey. Do not mind about the order yet.
   Note: If you figure out that a category needs to be added to the solution, close this window, go back to the Survey Library, and edit the solution, adding the missing category.
   The area indicated by the red rectangle is used to filter the list of questions in the blue rectangle and is useful when you have lots of questions and want to find a specific one. You can filter questions by type, group, answer set, and by text.
   When you are done selecting the questions, click Add.
2. Add a new question: this will open a window for you to create a new question that will be added to the library:
   
   
   Fill in the details:
   • Category selector: choose a category which the question will belong to.
   • Question type: select if you want radio buttons, checkboxes, a dropdown list or a textarea to input free text.
   • Question text: fill in the fields below the question type with the question in the available languages (the languages this solution uses). You can use a shorter text for reports and a longer text for the survey if you will.
   • Answer choices: if you chose a question type other than free form, you must specify the options that will be available for selection.
   • Response required: mark the checkbox if the question cannot be skipped (left with no answer).
   • Show comment box: mark the checkbox if you want to enable comments for this question.
   • Advanced Configuration: do not change any field inside this section.
     
     Note: Changing the value of these fields can cause unintended consequences.
3. Delete the page: this will remove the page and all its questions.

After adding the questions, you will see them:

This is what you can do:

(1) This is the list of questions that have been added. If you want to reorder them, just drag and drop to the desired position. You can also drag a question and drop it on another page to better organize your survey.

(2) Remove the question from this survey.

(3) Edit the question in the library.

(4) Add branching. Configure the next questions depending on the answer chosen by the person. When you click the icon, it will show the answer options:

1. Click Select Branching Logic for one answer if you want to redirect the user to a question other than the next one in the list if they choose this answer.
2. Select the type of branching you want to create:
   • Simple: the user will be redirected to the question you select in the panel at the bottom and subsequent questions will also be shown.
     
   • Advanced: you can control exactly what questions will be shown after this one.
     
     
3. Click Apply.
4. New pages will be created so that the survey can take the desired flow. Also, the Remove Branching button will be enabled.
   
5. If you want to remove branching, click Remove Branching. This will remove all configured branches. This alert will remind you of that:
   

Add as many pages and questions as needed to compose the survey you want.

Grouped Questions

There may be cases in which it makes sense to group some questions and consider them together. This is usually the case when users have to rate a set of related things. This is what you need to do to configure a group:

1. Add to the survey the questions you want to be grouped.
   
   
   
2. Click on Grouped Questions below the list of questions.
   
   
   
3. This screen will be shown:
   
   
   Fill in the details:
   • Overall question text: the text that will be shown at the top, before the questions.
   • Layout: there are two layout options for you to choose:
     • Buttons
       
       
       
     • Matrix
       
       
       
   • Context labels: depending on the options you have for each question, you can provide these context labels. For example, if your questions have options such as numbers from 1 to 5, you can specify the min label as "Poor" and the max label as "Excellent". This is intended to clarify if grades go from better to worse or from worse to better.
   • Select the questions that should be grouped.
   • Click Save.

If you need to edit or delete the groups, use the buttons at the top left corner:

Get Respondent Data

Besides adding your own questions, you can ask some user data (e.g. for reporting purposes). To do that, click Consumer Fields below the list of questions.

This screen will appear:

To configure what should be shown at the end of the survey, do the following:

1. Write a text that will be displayed at the top, before the questions. You may want to motivate the user to answer them or tell them what will be done with this information.
2. Select the fields you want the user to fill. For each field, do the following:
   1. Expand the configurations.
   2. Select the On/Off option if you want the field to be included, or unselect it if you want it to be excluded.
   3. Select the Mandatory option if the user must enter a value for this field.
   4. Enter the Label to display for this field.
   5. Create a Regex to validate the input.
   6. Specify a Validation Message that will be displayed if the input does not match the regex.
3. When all the fields have been configured, click Save Consumer Question.

The chosen fields will be shown:

Paging and Progress Options

There are also two options that you may want to consider:

1. Show survey paging info: shows the page numbers at the bottom of the page.
2. Show survey progress bar: includes a progress bar to indicate how far is the user from completing the survey.

This is the effect of enabling these options:

Survey Messages

The Survey Manager allows you to define the messages that will be displayed along with the survey. To configure the messages, click the Survey Messaging button and select the message you want to edit.

These are the four messages you can write:

• Greeting: this message appears before respondents start the survey. Use it to provide respondents with general information – survey duration, confidentiality of responses etc.
• Previously completed: this message appears when respondents try to re-submit an already completed survey. Use it to tell respondents about how many times they can submit a survey.
• Thank you: this message appears after respondents have submitted the survey. 
• Validation: this message is shown when the user does not answer a mandatory question. The number of the question is automatically added to the message. For example, the validation message should be something like "Please provide an answer to question". Then, if question number 2 is mandatory and has not been answered, this message will be shown: "Please provide an answer to question 2".

Email Messages

Besides defining the messages that appear when the survey is being answered, it is also possible to customize the emails that are sent to invite and to remind people to answer the survey. To do that, click Email Messaging and select the email you want to edit.

These are the email messages you can configure:

• Invitation: this is the first email that is sent, asking people to answer the survey.
• Reminder: this is the additional emails that are sent, reminding people to answer the survey.

When you are done configuring the survey, click Save. After saving it, you can preview it to check if everything has been properly configured.

Related Articles

• Survey Library - Configuring SMS Surveys