Building a Survey - Structure

This guide will walk you through everything you need to know to create and design your survey, from adding your logo to crafting effective questions.

 

 

In this article: 

1. Navigating to the Survey Area

2. Adding a title, description, and logo to your Survey 

3. Creating a question for your Survey 

4. Adding conditions to questions 

5. Previewing your Survey

6. Publishing your Survey

 

Navigating to the Survey Area: 

 

1) To access the Survey Area, users should first click on the 'Voice of the Community' button located on the top dashboard. Then users can select the 'Survey' option from the navigation menu on the left side of the screen in the Voice of the Community area. 

2) The second option is navigating to the project overview dashboard, selecting your project and clicking the 'Create a Survey' button. 

Adding a Tile, Description and Logo to your Survey: 

 

1) Once users are in the Survey builder area, to add a title and description to their survey, users will need to select the 'General' tab on the right-hand side and type in their title and description in the text boxes. 

 

 

2) To add a logo, users can click the 'Logo in Survey header' tab on the right-hand side and click on the file option or copy and paste a link. Once you have added the logo, you can choose from the following editing options: 

• Logo width 
• Logo height 
• Logo fit 
  
  

 

Example: 

 

Adding a question to a Survey: 

 

1) To add your first question to a survey, users will need to select the 'Add Question' button at the bottom of the survey builder page. 

 

 

2) After this, users can start to customise their questions in the following ways: 

• The title
• Question type 
• Whether people are required to fill out a question 
• Duplicating the question 
• Deleting the question 

Question type options - 

There are various methods for gathering responses from survey participants. Below outlines the different question types available and their specific functionalities.

• Yes/No - Boolean - A simple choice allowing respondents to select either "Yes" or "No."

• Checkboxes - Allows respondents to select multiple options from a given list.

• Radio Button Group - Presents a list of options where only one choice can be selected.

• Short Text - A single-line text input for brief, open-ended responses (e.g., name, title).

• Long Text - A multi-line text field for more detailed or descriptive open-ended answers.

• Multi-select Dropdown - A dropdown menu that enables users to select more than one item from the list.

• Rating Scale - Allows respondents to rate something on a numerical or labelled scale (e.g., 1–5 stars, "Poor" to "Excellent").

• Dropdown - A compact list of options where the respondent can select one item from a menu.

 

Example: 

 

Adding conditions to questions: 

Sometimes, you may wish to display specific questions in your survey based on respondents' answers to previous questions. Utilising conditions allows you to customise the survey experience, ensuring that relevant questions appear according to how participants respond.

 

1) To add a condition to your question, firstly, click on the question that you want to add the condition to, and select the 'Conditions' tab on the right-hand side. 

 

 

2) Users will then need to select the wand option for the type of condition they want to use. This example shows making a question visible based on whether people answer 'Daily' to question one. 

 

 

The condition options for questions are: 

Make the question visible if

Example: Show follow-up if the user bikes frequently:

Use Case: Show a question like “What time of day do you usually bike?” only to frequent cyclists.

Disable the read-only mode if

Example: Let users edit comments only if they check a box:

Use Case: A comment box is read-only until the user opts in to leave feedback.

Make the question required if

Example: Require "Why not?" if they say they don’t use bike lanes:

Use Case: Conditional follow-up to understand concerns (e.g. safety, access).

Default value expression

Example: Set default commute distance based on zip code:

Use Case: Auto-fill the average distance if known for that area.

Reset value if

Example: Reset the bike brand field if the user changes bike type:

Use Case: Clear irrelevant answers when a user changes an earlier selection.

Set value if

Example: Automatically set preferred lane width if they bike daily:

• Expression:
  {bike_frequency} = "Daily"

• Value to set:
  2.5 (meters)

Use Case: Pre-fill values based on user profile.

Set value expression

Example: Calculate total weekly mileage:

Use Case: Auto-calculate and update total mileage for further questions or reporting.

 

2) Users can view any conditions they have added to a survey by selecting the 'Logic' button on the top dashboard of the Survey builder page. 

Previewing your Survey: 

 

1) Once you are done with adding questions and personalisation to your survey, users can click on the 'Preview' button on the top dashboard of the Survey builder page to see what your Survey will look like to members of the public, which is great to understand if you need to make any further edits to the Survey. 

Publishing your Survey: 

 

1) Once all edits are complete, users can click on the 'Save Survey' button in the top right-hand corner of the Survey Page. This will publish your survey and allow you to generate a link to share your survey.