Our platform offers the ability to create and share surveys with users of your platform or wider audiences. Here’s how to create, edit, and manage surveys using our built-in tools.
System Administrators: Manage > Tools | Surveys
After navigating to the surveys tool, you can view any survey from your system: open, closed, or new.
To create a new survey, click on Survey Templates in the upper right-hand corner of the page. You’ll have the option to select any template on your system. Select +New FreeForm Survey, and you’ll be directed to a template for a basic survey.
The first section of the overview only asks for a Survey Title and Survey Network(s). You can make the title whatever you’d like, and then you can choose any network(s) which will be asked to respond to the survey.
Although it isn’t necessary for creating a new survey, here we allow you to give the address where the survey is being conducted. This can help differentiate surveys whose participants are in different locations.
This section has some very important options to consider. First, the button to require user log-in for the survey is a must if you are using the survey as a pre-requisite for a challenge opt-in. The next few questions let you decide how many users will be taking the survey, internal notes, a success message to display after survey completion, and language, should you want the static portions of the survey to be translated.
The last section of the overview shows you the questions included in your new survey. By default, free-form surveys only have four survey questions. However, we can add as many more as we’d like.
Editing Survey Questions
After finishing the survey overview, you can use the blue tabs at the top of the page to navigate to Edit Questions.
Here you’ll be able to edit, reorder, or delete questions already present in the survey, as well as add questions of your own. It’s not just questions though; you can add text fields to speak directly to your participants. This is useful for giving survey instructions, explaining its purpose, giving contact information, and whatever else you can think to add!
When you add new survey content, you’ll use the drop-down menu and select from the following question types:
Address – This type is a simple address entry field. The user will manually enter an address you ask them for, whether it be home, work, or anywhere else.
Location Auto-Complete – Similar to the address type, this field allows the user to start inputting an address and then gives auto-complete options as they type.
Text Input – This question type is handy for a number of uses. If you have any open-ended questions, this is the field you want the user to respond in.
Number – A simple number input
Select – If you have a few answers and you want the user to pick one, this type of question presents a drop-down for them to select from.
Radio – As another single answer response type, Radio presents the user with check-bubbles to choose from. Only one bubble can be selected.
Checkboxes – Close to Radio in its uses, this question type will give the user multiple response options and the ability to select more than one of them.
Matrix – When you need your users to rank responses in their preferred order, the matrix question type will easily allow them to do so.
Multi-response Text – Say you want to ask your users for ideas for future commute programs. Or maybe you want them to brainstorm possible incentive rewards. This response type will allow them to respond with zero, one, two, or twenty responses if they choose. Each individual response to this question can be seen separately for reporting purposes once the survey is finished.
You can also choose from the content types, Text and Divider, to add your own content and formatting material to the survey.
Under this tab, you have the ability to see how the survey will appear to a user if you created it as-is. This is extremely helpful for deciding how to order questions, if you should include certain questions or text, and perfecting the aesthetic of the survey before you send it to your users.
This survey tool is extremely powerful, and it can be used to collect information of all types, easily. Some organizations are required to survey their employees for emissions reporting. If you live in California and need to complete an AQMD survey for your organization, we put together an easy AQMD solution for you to take advantage of.