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Quick survey tutorial

This tutorial will walk you through the creation of a short survey. In this example we will build a number of different question types.

Tip: Throughout the tutorial there will be links to other documentation to explain concepts in detail. If you follow a link you can return to this tutorial by hitting the back button in your browser. Alternatively, you can right-click a link and open it in a new tab.

Objectives

At the end of this tutorial you will have covered the following concepts:

Design

Short survey containing five questions in a randomized order.

Method

  • Create a new study

    1. Create a new study, call it Quick survey and choose New as the creation option.

  • Create a questionnaire

    1. Navigate to the Study sequence by clicking on it in the study tree.
    2. Create a new questionnaire by clicking New item and selecting Questionnaire, choosing New as the creation option and naming it Survey.
    3. Navigate to Survey by clicking on its name in the table or in the study tree.
    4. Set Question order to Random to randomize the order of questions presented to each participant.
    5. Set the questionnaire heading by clicking Edit on the heading. Call it something like A quick and meaningful survey.
  • Add a Likert item question

    1. Add a Likert item question by clicking New question, selecting Question & answer [Likert], choosing New as the creation option and naming it Extrovert.
    2. Click Edit on the question to enter edit mode.
    3. Using the rich text editor, change the question text from Question? to I see myself as extroverted, enthusiastic..
    4. Add the following using the New option button:
      • Code: 1, Option: Strongly disagree
      • Code: 2, Option: Disagree
      • Code: 3, Option: Neither agree nor disagree
      • Code: 4, Option: Agree
      • Code: 5, Option: Strongly agree
    5. Save your changes by clicking on Save in the top right corner of the question editor.
  • Add a multiple choice question

    1. Add a multiple choice question by clicking New question, selecting Question & answer [multiple choice], choosing New as the creation option and naming it Sugar.
    2. Click Edit on the question to enter edit mode.
    3. Using the rich text editor, change the question text to When I'm craving a sugar hit, my first preference is....
    4. Add the following using the New option button:
      • Code: 1, Option: Ice cream
      • Code: 2, Option: Candy
      • Code: 3, Option: Chocolate
      • Code: 4, Option: None of the above
    5. Save your changes by clicking on Save in the top right corner of the question editor.
  • Add a text question

    1. Add a text question by clicking New question, selecting Question & answer [text], choosing New as the creation option and naming it Movie star.
    2. Click Edit on the question to enter edit mode.
    3. Using the rich text editor, change the question text to My favorite movie star is....
    4. Save your changes by clicking on Save in the top right corner of the question editor.

    Add a dropdown select question

    1. Add a dropdown select question by clicking New question, selecting Question & answer [dropdown list], choosing New as the creation option and naming it Color.
    2. Click Edit on the question to enter edit mode.
    3. Using the rich text editor, change the question text to My favorite color is....
    4. Add the following using the New option button:
      • Code: 1, Option: Black
      • Code: 2, Option: White
      • Code: 3, Option: Red
    5. Now randomize the order of answers in the list by selecting
    6. Save your changes by clicking on Save in the top right corner of the question editor.

    Add a table question

    1. Add a table question by clicking New question, selecting Question & answer [table], choosing New as the creation option and naming it Languages.
    2. Click Edit on the question to enter edit mode.
    3. Using the rich text editor, change the question text to What languages can you speak?.
    4. To inform our participants of the maximum number of answers they can give, under the Answer options section, select
    5. In the Answer options section, set the maximum number of answers to 5 in the Maximum answers allowed (max 100) column.
    6. In the Answer table design section, click Add column, name the column Language and select Question & answer [text] as the type.
    7. Click Add column, name the column Years spoken and select Question & answer [number] as the type.
    8. Click Add column, name the column Fluency and select Question & answer [dropdown list] as the type. Add the following options:
      • Code: 1, Option: Not fluent
      • Code: 2, Option: Mediocre
      • Code: 3, Option: Fluent
    9. Save your changes by clicking on Save in the top right corner of the question editor.

    Add another Likert item question

    This time we'll copy the Likert item question we added earlier to save us some time.

    1. Click New question, select Question & answer [Likert], choose Copy as the creation option, select Extrovert as the question to copy, and name it New experiences.
    2. Click Edit on the question to enter edit mode.
    3. Using the rich text editor, change the question text to I see myself as open to new experiences, complex..
    4. Save your changes by clicking on Save in the top right corner of the question editor.

    Add a response button to exit the questionnaire

  • Add a buttons response to the questionnaire by clicking New response, selecting Response - buttons, New as the creation option and name it buttons.
  • Click Edit on buttons and add a new button.
  • Click Add button, select Dark Blue (primary), set Label to Next and click Add.
  • Set Alignment to Center and then click Save in the bottom right of the editor.
  • Finishing touches

    Although our survey design is complete, it's not very friendly, so let's fix that.

    1. Navigate to Study sequence and add new instructions, name it Welcome message and choose New as the creation option.
    2. Navigate to Welcome message, click Edit and write a lovely introductory message and then click Save in the bottom right of the editor.
    3. Add a buttons response by clicking New response, selecting Response - buttons, New as the creation option and name it buttons.
    4. Click Edit on buttons and add a new button.
    5. Click Add button, select Dark Blue (primary), set Label to Next and click Add.
    6. Set Alignment to Center and then click Save in the bottom right of the editor.
    7. Drag Welcome message to the top position in the Study sequence table to make it appear before Survey.
    8. Navigate to Study sequence and add new instructions, name it Thankyou message, choose Copy as the creation option and select Welcome message as the instructions to copy.
    9. Edit Thankyou message and change the text to a lovely thankyou message. Note: The last screen in your study must include a buttons response or a keyboard response to end the study. Set the response Event to Go to next study item or trial.

Congratulations

You now have a fully functional survey whose structure should look like this (Figure 1). Hit Preview study and try it out! To activate the study and allow participants to take part, hit the Distribution tab in the study tab bar. To download results, hit the Results tab in the study tab bar.

Figure 1. Example survey structure (Quick survey)

Figure 1. Example survey structure (Quick survey)


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