To create the Survey's questions, click on builder action.
Another window will open with several tools are made available to create a survey. The tools are
- Autocomplete: It is used to create a multiple option (drop down list) where the survey participant can choose one option or add their inputs.
- Button: This option is rarely used.
- Checkbox Group: It is used to create a multiple-choice answer, where the user can choose more than one option.
- Date Filed: It is used to add a box contains dates only to the survey.
- File upload: It is used to allow the users to upload one or multiple files.
- Header: It is used to add a Header to your survey.
- Hidden Input: This option is rarely used.
- Paragraph: This option is used to give a description to a section in the survey.
- Number: It is used to add a box contains numbers only to the survey.
- Radio Group: This option is used to let the user choose one option only.
- Select: It creates a drop-down list where the user can choose only one option and it is preferred if the added options are more than 10.
- Text Filled: It is used to add a short phrase (short reply).
- Text Area: It is used to add a long paragraph such as adding a Bio.
- Star Rating: It is used to collect the user’s reaction regarding an issue.
- Sherparomeo: It creates a link to sherparomeo website.
You can start building up your survey by choosing among the displayed tools and dragging it to the center.
For example: You can start building your survey by adding a header. Drag the header tool to the center.
Each one of these tools contains the following sections:
- Edit
- Copy
- Delete
Click on “Edit” (1) to edit the item.
Click on “Copy” (2) to replicate the added item or click on “Delete” (3) to delete the item added.
If you want to add an autocomplete list. Drag the autocomplete tool (2) to the center.
Click on “Edit” (1) and add your question (2). Add the autocomplete list (3) and click on close (4) to close the editing section.
Follow up the same steps for the rest and once the survey is completed:
- Click on “Clear” (1) to delete the work done.
- Click on “Save" (2) to save the work.
- And click on “Preview” (3).
To see how the others will see the survey (4).
By clicking on Refresh (1) button in the surveys created section, the survey page will be refreshed having the same information except the actions section (2) which will have two extra actions:
- Send invitation email (3): To send invitations to the users to participate in the created survey.
- Publish (4): To finalize the process of creating the survey.
Send invitation email:
Click on “Send invitation email” to send invitations to selected users to participate in the created survey.
Note that it if you click on this option before publishing the survey, the users will receive an email to participate in a survey but there won’t be a link to the survey so it is better to publish the survey before using this option.
A new window will open, Invitation Email, with the list of users added in the survey’s interface section.
- Check the name box (1) if you want to send the survey to all the users.
- Check the box(s) next to each user(s) (2) if you want to send the survey to a specific user(s).
- Click on “View Email” (3) to see the email that will be sent to a specific user.
- Click on “Send Invitations Email” (4) to send the survey to all selected users. A sample of the email to be sent will appear (4).
- Click on “Send Email” (5) to confirm sending the email invitations.
- Check “Hide if already sent” box (6) to hide the users who have already received the initial email invitation. This is used when you add a new user after sending the initial invitation.