Create the survey’s questions

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. It is used for the surveys that contain questions regarding the journals that the scientists are planning to publish.

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.

You can also check the users who did not submit their response from the Send invitation Email section. If their names are still listed that means they did not respond, in this case you can resend another invitation to them following up same process.

Publish:

Click on “Publish” to finalize creating your survey.

The survey page will be refreshed having the same information except the actions section (1) which will have two extra actions:

  • Un Publish (2): To reverse the publish action, which means that the survey will disappear from the page of the users who have received the invitation.
  • Close (3): to close the survey after a period of time. The users who received the invitation will see the survey but won’t be able to submit their responses.

If you have received an invitation to participate in a survey, you can submit your response:

  • From the link attached to the email invitation which was sent to you.
  • If you want to participate later on, you can access the survey from your homepage by clicking on “Survey” and then “My Survey”. The requested survey will be listed under the Survey Received click on “Take Survey” to participate.

You will know that you have received a response to your sent survey when the actions section (1) in your survey page is changed once again, adding one extra option

  •  View Submissions (2): to see who has responded to your survey.

Note that once one of the user’s response to your survey, the builder action will not be visible anymore. You will not be able to make any changes to the questions section of the survey.

View Submissions:

Click on “View Submissions” to check who has responded to your survey.

A new page will open:

  • Click on “Export Submissions” (1) to export the submissions to an excel file. The anonymous function will allow you not to see the respondent name but only to get the data.
  • Click on “View Submission” (2) to view the submission as a chart.
  • Click on “View” to view the individual responses for each participant.