Setting Up a Survey Component

This feature allows admins to create a list of questions aimed for extracting specific data from a particular group of people allowing Admins to to gather or gain knowledge.

1. From the Components tab of the Product, click "Create New Component" and select "Survey", give your Survey Component a title and description. Then click "Next Step"

2. Enter the number of questions that you want to display on each page in the field called “# of questions per page”

3. Next, click on the Survey Questions tab to create the survey questions.

4. Click "Add New Question", then select the type of question you want for your first question.  

Question Type Choices

• Text Input
• Text Area
• Select Box
• Radio Group
• Check Box
• Check Box Group
• Likert Scale

5. Use your mouse to drag and drop to rearrange the question order.
6. Questions can be set as required or not.

7. After creating your questions, Skip Logic can be set up. After checking the box, click the Skip Logic icon next to any question to set up logic based on responses to that question.

8. Click “Update” to save.  

9. Alternatively, Admins can Mass Upload Survey Questions. Only question types of text input, text area, select box, radio group, checkbox, and checkbox-group can be imported. Likert scale questions can only be added manually. 

10. Create a CSV file with columns exactly as defined in the Survey Question Import Fields pop-up. (Or download the sample CSV template.)

11. Use the Browse button to navigate to and select your file.
12. Click Upload and Review to begin the import process. 
13. Review your questions on the next page, then click Upload Survey Questions to finish, or Go Back to start over.

Skip Logic

Skip Logic is a feature that allows surveys to change the order of questions a respondent sees based on their answers. Skip logic is built by creating custom branching based on the learners response choice. As such, open ended question types (text input and text area) cannot be used in your branching scenarios.

1. Skip Logic can be activated once all questions have been entered into the survey.
2. Once Skip Logic has been activated for the survey, you can scroll up to your survey questions to create your skip logic flow by clicking on the teal arrow icon beneath the question.

3. This will open the skip logic window where you will make selections on the branching path for that question. Each answer option will have a dropdown menu to make a selection on what question the learner should receive next based on that answer choice. You also have the option to send them to the end of the survey. 
4. Once you have established your Skip Logic branching paths, select Save.

5. This process can be repeated for any other applicable question types in the survey.

Question Type Examples

Text Input

Open-ended question that allows users to type in their answer

Text Area

Open-ended question that allows users to type in a short paragraph answer

Select Box

Allows user to select one answer choice from a drop-down menu. The 1^st choice offered is the default answer.

Radio Group

Allows users to select one answer choice from a horizontal list.

Checkbox

A single box to check

Checkbox Group

Allows the user to check all the answers that apply.

Likert Scale

Set of answer options - either numeric or verbal - that cover a range of opinions on a topic

Skip Logic