This feature provides information and guidance on how to complete a function.
About the Survey BuilderSurveys are created and edited in the survey builder. Show
From the Projects page, open the Survey tab in any one of three ways:
As the Survey tab opens, you’ll the see the survey builder’s most prominent features:
Qtip: Clicking on a question’s editing area opens its editing pane. Block BasicsAll survey questions are created, edited, and stored inside blocks. Every survey includes at least one block initially called the Default Question Block. Three elements appear in every block:
Blocks are best understood with a couple of examples:
Let’s look a little deeper:
For simple surveys, placing all of your questions in a single block is just fine. But as surveys become more intricate, organizing questions into multiple blocks allows the application of a sophisticated survey flow, including branches, randomization, authentication, and embedded data. Visit the Displaying Blocks page to learn how to take full advantage of blocks in building sophisticated survey flows. Question & Editing Pane BasicsInitially, a default multiple-choice question will be inserted into your “Default Question Block.” This ensures that your block has at least one question to start with.
Editing Question TextYou’ll write questions, edit question text, and apply text formatting in the question editing area.
Warning: Questions are numbered in the order you create them. If you change the order of your questions by moving a question up or down, the question numbers DO NOT change. Participants will see your questions in the order they appear the survey builder, regardless of numerical order in which you created the questions. Read the Auto-Number Questions page if you wish to re-number your questions, but that’s not typically necessary. Change Question TypesWhen you first click Create Project, a multiple choice question is inserted into your first question block by default. However, you might want to change it to another type or style of question. Use the question editing pane to choose among more than a dozen question types (e.g., Multiple Choice, Rank Order, Heat Map, NPS, Graphic Slider, among many others). Qtip: Clicking on any question will open its unique question editing pane. To change question types:
Editing Pane OptionsYou can also use the editing pane to apply the specific options available for each unique question type (e.g., suggested choices, vertical or horizontal positioning, force response, etc.). Let’s demonstrate how these commands work with the matrix table question type:
Since there are more than a dozen different question types with a multiplicity of editing pane options for each, you’ll want to explore each of these more in the Creating Questions and Question Types support pages. The toolbar along the left manages your survey’s design options, security settings, and logic structures (i.e., Survey Flow). The toolbar along the top also lets you preview, publish, and search your survey. Qtip: Note how, in the bottom of the left toolbar, you can expand and collapse the labels. Survey FlowThe Survey Flow section gives a block-level view of your survey and details the order in which blocks are displayed to your respondents. From here you can customize where respondents go in your survey, what they see, and what they don’t see. You can perform simple tasks like rearranging blocks, or you can add elements like branch logic that directs and personalizes your respondents’ survey experience. By selecting Add Below or Add a New Element Here in the Survey Flow, you can continue to customize your respondent’s path through your survey by adding randomization, authenticators, web services, or new branch logic. Qtip: Respondents start at the top of the survey’s flow and work their way down to a defined endpoint to finish the survey. See the End of Survey Element page for guidance. Look & FeelYour survey’s look and feel must hit the mark. It has been proven again and again that clear, good-looking surveys get better response rates. The Look & Feel menu opens settings that will help you design your survey, like choosing a theme, fonts, colors, and headers. Here you can apply your institution’s logos and color schemes. You can also set a variety of survey experience choices, such as displaying a progress bar or having questions highlight upon selection. Qtip: If you’re familiar with programming, you can also enter custom CSS in this menu. Note that Qualtrics Support does not offer assistance or consultation on custom coding. You can always try asking our community of dedicated users instead. Survey OptionsSurvey Options presents a list of general settings that affect your respondents’ survey experience. These settings include a command to add a back button to your survey, display a custom end of survey message, include question numbers for respondents to see, quotas, translations, scoring, and more. You can also set Security settings. For example, you can stop respondents from taking a survey more than once, or add password protection to the survey. You can customize general settings too, such as changing a survey’s language. Qtip: In addition to the Post-Survey options provided, you can edit the message that displays at the end of your survey by clicking the End of Survey element at the bottom of the survey builder.
This allows you to edit what messages people see, what websites they redirect to, and more when the survey has ended. ToolsThe Tools dropdown menu contains a variety of advanced survey features. These features include options like auto-number questions, managing reusable choices, and more. Tools also contains specific survey building aids, like stripping formatting, generating sample responses for testing your surveys and exporting your survey to other formats. Preview SurveyThe preview feature lets you view and experience your survey just as your respondents will. This preview provides both computer screen and mobile device preview options. Previewing is essential. Think of the preview option as a debugging tool that helps you find all the potential mistakes, logic errors, and readability issues you may have missed when you were creating your survey. SearchThe search tool allows you to find questions and blocks quickly. Just enter a word, or even a part of a word, and the survey will be filtered accordingly. Click the search button, then type in the field that appears. The search tool can also search for questions by their text, question number (e.g., Q3 or Q17), and internal IDs. Banner NotificationsSometimes, banners will appear across the top of the survey builder to tell you something important. We cover some of the most common here. Changes Won’t Be Live Until You PublishIf you see a yellow banner that states, “You are making edits to this survey. Changes won’t be live until you publish,” see the Publishing support page on how to push your edits live. Multiple Users Editing the SurveyIf you have invited other users to collaborate on your survey, you want to make sure you aren’t making edits at the same time that could cancel each other out. For example, if you’re changing the wording of your survey’s introduction at the same time your colleague is, her edits might override yours. The banner will read, “Multiple people are editing this survey and you might impact each other’s changes.” It will also tell you how many users are in the survey at the same time, and when you hover over Currently Editing, you can see their names. The banner is updated as users enter or exit the survey. Entering the same survey from the same account in multiple tabs will not activate this banner. File Size WarningIf your survey exceeds 10MB, you will get a warning in red at the top of the survey builder. It reads: “This survey file size is getting too large and could cause performance problems. Consider making changes to reduce its size.” This warning will not prevent you from making more edits. It is meant to caution you against making a survey too large. Qtip: Loop & Merge tends to expand a survey rapidly because every time a block is looped, every one of those questions is duplicated in the data. It is okay to use Loop & Merge; just be careful how many loops you create in large blocks. Web Accessibility StandardsIf you see a red banner that warns, “This survey does not meet web accessibility standards,” see the Requiring Accessible Surveys support page. FAQsRelated ArticlesIn which text box would you type the name of a feature to look up information about the feature in the Help task pane?In which text box would you type the name of a feature to look up information about the feature in the Help task pane? Reading Pane. In which pane can you read, reply to, and forword a message? Protocols.
What feature inserts an entire item when a few identifying characters are typed in the F3 function key or the Enter key is pressed?Basic Word; Quiz 1 (Ch1-3);Votaw. What keyboard shortcut displays the print backstage area?Ctrl+F2 displays the print preview area on the Print tab in the Backstage view.
Which part of the access screen contains tabs and commands divided into groups?The ribbon
It primarily consists of tabs that have groups of buttons. The ribbon has main tabs that group related commonly-used commands, contextual tabs that appear only when you can use them, and the Quick Access Toolbar, a small toolbar that you can customize with your favorite commands.
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