Survey/Project Creation

  1. Creating a Project
  2. Creating Questions
  3. Question Types Overview: Multiple Choice, Matrix Table, Text Entry, Slider, Rank Order, Side by Side.
  4. Formatting Questions
  5. Formatting Answer Choices (including add text entry box to multiple choice option)
  6. Skip Logic: Skip Logic allows you to send respondents to a future point in the survey based on how they answer a question. For instance, if a respondent indicates that they don’t agree to your survey’s consent form, they could immediately be skipped to the end of the survey.
  7. Display Logic: Show or hide the answer choice conditionally. It’s also useful when carrying forward answer choices from multiple questions (manually enter choices from all source questions, then use Display Logic on each choice to determine when they should be displayed).
  8. Adding in Page Breaks
  9. Validation - Text Entry Validation
  10. Distributing Survey - "Distributions" Tab: Emails Overview (Including Online Email Questions)
  11. Collaborating/Sharing

Survey Tabs

  1. Look and Feel
  2. Survey Flow:The Survey Flow is a block-level view of your survey. You can customize where respondents go in your survey and what they see - End of Survey.
  3. Survey Options: Survey Protection, Survey Termination, Inactive Surveys, Partial Completion.
  4. Tools: Test Responses - Generate automated dummy responses for your survey to see what the dataset and report will look like before sending the survey to actual participants.

Survey Testing/Preview Survey

  1. Preview Survey
  2. Testing

Data and Reports

  1. Data and Analysis
  2. Exporting Data
  3. Reports
  4. Advanced Reports

Other Handy Things to Know

  1. Libraries: Surveys/Questions, Graphics, Files, Messages, Contacts.
  2. Survey Blocks: Including adding a new block, splitting blocks, saving a block to your library, renaming blocks, and using block options.
  3. Actions (and the Email Task)
  4. Question Randomization: Including setting up question randomization, randomization options, and advanced randomization.
  5. Loop and Merge: Including turning on loop and merge, loop and merge fields, looping based on a question, looping based on a number, looping based on yes/no, using logic in loop and merge blocks, and more
  6. Survey Publishing and Versions