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Guide to Creating a survey

Creating a survey   Creating a survey using templates from Survey2Connect is very easy. Follow these steps to make a…

Creating a Survey from an existing Survey

Creating a new survey on Survey2Connect is easy and with the option to create one from an existing survey in…

Survey Summary Page

Survey Summary Page shows you the details of the individual survey and summarizes the activities on that particular survey. It…

Publish

Publish feature is a new addition to the process of creating a survey. While earlier users could directly make changes…

Question Types Overview

Question Types Overview page gives you a glimpse of a wide range of question types available for you. Creating a…

Single Choice

The single choice question type is used when you want the respondents taking the survey to choose one answer from…

Multiple Choice

Multiple Choice Question type is used when you want your respondents to choose multiple answers from the given answer choices.…

Net Promoter Score

The Net Promoter Score (NPS) question is used when you want to measure customer loyalty with a single question. The…

Multi Net Promoter Score

Multi Net Promoter score is an extension of the Net Promoter Score (NPS) question and is used when you want…

Single Textbox

Single Textbox question is used when you want your respondents to answer an open-ended short answer. You can also validate…

Drop Down

Drop Down Questions are used when you want the respondents to select one answer choice from a drop-down list of…

Ranking 

The ranking question type is used when you want your respondents to rank your products/services/brands on the basis of their…

Multiple Textboxes

Multiple Textboxes question type is used when you want your respondents to answer multiple open-ended, short text questions. You can…

Matrix/Rating Scale

A Matrix question is a closed-ended question type in which respondents are asked to evaluate one or more row items…

Matrix Dropdown 

The Matrix Dropdown question type is used when you want respondents to evaluate several items using the same set of…

Matrix Textbox

The Matrix Textbox question type is used when you want respondents to give open-ended answers for several products across the…

Rating

Rating question type is used when you want your respondents to rate one or more products/brands/services using the same set…

Graphical Rating

The Graphical Rating question type is used when you want your respondents to rate one or more of your products/brands/services.…

Contacts

The contacts question type is used when you want the respondents to enter their contact details. You can ask them…

Long Text

The long Text question type is used when you want your respondents to answer an open-ended long text answer. This…

Statement 

The statement question type is used when you want to convey a message or state a fact/guidelines for your respondents.…

Date & Time

Date & Time question type is used when you want the respondents to answer the particular question in date and…

File Upload

File Upload question type is used when you want your respondents to upload a media file in the survey. This…

Slider

The Slider question type is used when you want the respondents to rate your product/service by dragging a slider on…

Password

The password question type is used when you want to protect your survey using the password. Only the respondents who…

Logic Types Overview

Logic Types Overview page gives a glimpse of the types of logic available to users while creating a survey on…

How to apply a logic

Logic is applied to define a question path depending upon the respondent’s answer choice. There are multiple logic types available…

Deleting a logic

Deleting a logic is a feature that allows you to delete an applied logic from a question. The steps to…

Skip Logic

Skip Logic is used when you want to take your respondents to a different page or set of questions when…

Delayed Branching

Delayed Branching is used when you want to create a branch of questions respondents would be led to by selecting…

Display Logic

Display Logic is used when you want the respondents to see a particular question only if the selected criteria are…

Ticket Generation

Ticketing is a means to support and help you deal with a negative response from a respondent, You can choose…

Embedded Data Logic

Embedded Data Logic is used when you want to identify the respondents and calculate certain scores using respondents’ information. The…

Priority Logic

Priority Logic is used when you want to set the priority of some particular answer choices. You can change the…

Auto Save Logic

Auto Save Logic is used when you want to save a particular set of answer choices automatically, depending upon your…

Carry Forward Choices

Carry Forward Choices are used when you want to carry the options of one question to another question. You can…

Randomization

Randomization is used to randomize the set of answer choices to remove selection bias or question bias. It is used…

Conditional Validation

Conditional Validation logic is only used with open-ended questions and it is used to create a conditional logic that would…

Change The Theme

A theme lets you customize the design and aesthetic of your survey. You can make your survey more appealing by…

Add a New Theme

To make your survey more interactive and creative, you can add a theme to your survey. Rather than having to…

Customization Features in themes

You can customize a default theme by clicking on the edit button on the theme and managing these features and…

Survey Title

Survey Title allows you to add a title to the survey. This helps respondents get a brief idea about what…

Exit Link

Exit link is used to place an exit button in each question of the survey. You can disable or enable…

Question Progress(Desktop)

Question Progress(Desktop) allows you to enable or disable the question progress bar for respondents taking the survey on the Desktop.…

Question Progress(Mobile/Tab)

Question Progress(Mobile/Tab) allows you to enable or disable the question progress bar for respondents taking the survey on Mobile and…

One Question View(Desktop)

One Question view(Desktop) is a feature that allows you to show only one question at a time to the respondents…

One Question View(Mobile/Tab)

One Question view(Mobile/Tab) is a feature that allows you to show only one question at a time to the respondents…

Progress Bar(Desktop)

Progress Bar(desktop) allows you to enable or disable the progress bar for respondents taking the survey on the Desktop. The…

Page Title

Page Title allows you to enable or disable the Page Title for each page. Page Title helps you categorize the…

Automatic Transition

Automatic Transition allows you to enable and disable the automatic transition to the next question for respondents after they have…

Show Next Button

Show Next Button, when enabled, allows you to put the next button at the end of every question that allows…

Show Previous Button

Show Previous Button, when enabled, allows you to put the previous button after question that allows respondents to click it…

Show Done Button

Show Done Button, when enabled, allows you to put the Done button at the end of the survey that allows…

Show Navigation Buttons

Navigation buttons are on the bottom right corner of the screen and it helps respondents navigate up and down in…

Page Numbers

Page Numbers Survey setting allows you to add Page Numbers at the end of each page, that will be shown…

Question Symbol

Enabling Question Symbol Survey Setting feature allows you to put the Question Symbol Q in front of each question. This…

Question Numbers

Enabling Question Numbers Survey Setting allows you to put question number before every question, that will be shown to the…

Required Asterics

In the Survey, you can create questions that are required, also referred to as Required Questions. You can use an…

Survey Settings Overview

Survey Settings Overview page gives you a glimpse into the Survey Settings available to you in the create survey section.…

Adding & Deleting a page

You can add multiple pages to your survey to ensure a proper logic path. Breaking questions into multiple pages allows…

Add Thank You Page & Logo

To make your survey more interactive and personalized, you can add a Logo at the top of the survey alongside…

Add Page Title & Description

In the survey, you can create multiple pages and you have the option to add page title and description to…

Criteria

Criteria are used to define a set of rules according to which all logic will apply. While Logic helps you…

Quota

The quota is used when you want to set a maximum limit of responses to a question or a combination…

Language

Language feature in Survey2Connect’s survey creation allows you to create Surveys in multiple languages to increase your reach and get…

Ticketing Rules

Ticketing Rules are used to generate tickets when some particular criterion is met. Tickets are generated as a reminder for…

Reports

Reports are generated for the respondents to give them an overview of the survey they have filled. They are useful…

Completion Rules

Completion Rules help you set up rules for what happens when the respondents finish the survey or they are disqualified.…

Timer

The timer is used when you want to set to time to the entire survey or same pages. You can…

Mapping

Mapping allows you to map the options of one question to another desired question’s options. Multiple mappings can be created.…

Data Export Settings

Once the survey has been created, you have the option of creating your own variable name for the SPSS Export…

Agent Share

Agent Share is used to customize the settings of sharing the surveys through the Field Force App. Field Force App…

Looping

Looping is used when you want to repeat all the questions in a set of pages multiple times. Looping can…

Quality Checks

The quality checks feature allows you to place a check system that would flag your response in case they don’t…

Validation Conditions

Validation conditions help you make conditions on the basis of which conditional validation logic works. For the logic to work,…

Adding and Managing a Question

Adding a question After you create a survey and name it, the next step is adding questions to your survey.…

Deleting and Restoring Questions

To delete a question, you need to follow these steps   1. Hover over the question you wish to delete…

Hiding a Question

Hiding a question comes in handy when you do not want to delete a question from a survey but don’t…

Moving & Copying A Question

Moving a question You can move a question from one page of the survey to another page. All the logic…

Piping

You can enter additional information from a previous question or answer to the next question using piping. It is used…

Not Applicable Question Setting

Not Applicable Question Setting can be applied to when you want the respondents to have the option to not select…

Required Question Setting

You can make any question in the survey required, making it a mandatory question for respondents. The survey will not…

Validation Question Setting

Validation is a question setting used when you want your respondents to answer your question in a particular format, pre-defined…

Additional Text Question Setting

Additional Text question setting is used when you want to add additional text to option choices. You can choose to…

Adding Media to Survey

You can add media to the survey at various points to make it more interactive and personalized. You can add…

Additional Question Settings

Pipe Only Plain Text: This is used in the case when you only want to pipe only the text without…

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