Creating a Survey

When you navigate to the “Survey” page there are two sub-menus. The one called “manage surveys” is used for creating surveys for your convention. Surveys can be created by using the “Add Survey” button. (You can also delete a survey by using the button with the trash icon).

These surveys are only visible to people when they have been marked as Public. This gives you the ability to tweak your survey and decide when people can access it.

If you would like the survey to be associated with a person in the database then use the set the Authenticate option to yes. Any survey requiring authentication will require a survey respondent to provide their name and a survey key (the key can be generated form the people page for each person or automatically when an invitation email is sent – see later in this document).

Surveys that do not require authentication can be filled by any member of the public. We advise that you enable that captcha functionality for these types of surveys so that you do not end up with lots of robot filled forms.

The following screen capture shows an example of a “participant” survey for a convention:

Surveys consist of question groups and these in turn consist of questions. You can navigate from a survey to it’s groups and questions by clicking on the right arrow button.

You can also preview a survey by clicking on the button with the “eye” icon. This will open the survey in a new window. NOTE: the URL used for the preview is the same as for the actual survey with “/preview” added to the end. Previews do not ask for authentication and provide pages where the submit is disabled. A summary of the fields for survey creation are described in the following table:

Field Description
Name The name that you wish to give to the survey.
Public Only public surveys are available for people to fill in. Make you survey public when you are ready to receive responses
Authenticate Survey requires a survey key to respond to i.e. the survey is only available to people who have been invited.
Use Captcha Put a captcha at the end of the survey to avoid bots (useful for public surveys)
Survey Authentication Introduction Intro text on the authentication screen of a survey that requires authentication
Welcome Message The welcome message at the top of the survey
Thank You Message The thank you message to appear in an HTML page when someone fills in the survey
Submit String The string in the submit button for a survey
URL for Header Image A URL to an external image that can be used at the top of the survey
Acceptance Status after submit For a survey requiring authentication what to set a person’s acceptance status too after they fill in the survey.
Acceptance Status following decline If a person declines a survey what to set their acceptance status to. (For a survey requiring authentication)

A question group provides a way that you can logistically group sets of questions in your survey. Groups can have titles and introductory text. For example, you may wish to group availability questions separately from questions about a person’s biography.

Field Description
Name The name of the group. This is also the title that respondents see in the survey.
Description Text that will be displayed to the respondent, usually some explanatory text (or could be blank)
Sort Order The order that the group appears in the final survey.
Help Text Optional text that will be accessible via an information icon

NOTE: each survey will contain an initial section that will ask the respondent for their name and email address. In a live survey that requires authentication it is possible for a person to also enter their publication name as well.

Question Type Description
textfield a single line text field
textbox a multiline text field
singlechoice a set of radio buttons where only one can be selected
multiplechoice a set of checkboxes where more that one can be selected
selectionbox a drop down
availabilty a question that asks when a person will arrive at the conference
address a question asking for the postal address information
phone a question asking for the phone details

As mentioned above question groups contain sets of questions. Multiple types of questions are supported in a survey. Common options for each of the questions are:

Question Type Description
Question The text to display to the respondent for the question
Sort Order The order of the question within the group
Question Type The type of the question (see above)
Mandatory Whether the question has to be have a response for the survey to be submitted successfully
Survey Private f the question is private they only Super-planners can see the answer
Help Text f present an information icon will appear beside the question text and when a respondent hovers or clicks then this help text will be displayed

There are additional options available depending on the question type.

NOTE: text questions also have a field called “tag label”. This is the name of the tag context that will be used to contain the text entered. When a text question has a tag label a respondent can enter a comma-separated list of answers and these answers will be associated with the tag context that is specified in the “tag label” . Additionally a tag cloud button will be available to respondents that can be used to show the most popular answers other respondents have provided.

You can provide a set of answers for single, multiple, and selection box questions. These answers are just textual and can have other optional features: a simple answer is just text, a item conflict can be used to map to items within your schedule and a time conflict can be used to map to times. There is a special option that can be used to create a checkbox informing the convention that the respondent does not wish for their email to be shared (i.e. with other programme participants).

The time conflict answer gives inputs where you can specify the times. This can be used by a respondent to indicate what times on which days they do not wish to the scheduled and the information is used in the conflict reports. (The availability question mentioned above is used for overall availability during the convention).

The item conflict question is used to indicate which item or class of items the respondent should not be scheduled against (again used in the conflict reports). For these to work you also need to map the item conflict answer to items this is done in the exclusions page accessible from the items screen.