Advanced Surveys are different than the default surveys offered by DoubleDutch in that they offer more flexibility and customization. Some of the benefits include:
- Higher character limits
- More formatting options
- The ability to make questions required or not required
- Conditional questions
- Increased overall flexibility
- Open source SurveyJS code
To enable and configure Advanced Surveys, just go to the Discover More section in the CMS, and click 'Install Now'.
Creating an Advanced Survey
To create a new survey go to the Advanced Surveys section in the CMS, under Content. Then, click 'New Survey'.
Using the Survey Designer to Build Your Advanced Survey
You can use the Survey Designer to add questions, pages, and configure survey settings.
Under Survey Settings, you can apply overall settings to your survey. Within the survey setting popup there are several tabs with each tab containing several options for configuring your survey. Here are the most common configuration options:
Title: the name of the survey (visibility of the name to the end user can be toggled on or off).
Default Language: display your survey in other languages.
Send Survey Results on Page Next: survey results are saved after a page is completed.
Show Page Titles: displays the page title at the top of each page.
Show Page Numbers: displays the page number at the bottom of each page.
Page Previous Button Text: customize the button text that takes users to the previous page of the survey.
Page Next Button Text: customize the button text that takes users to the next page of the survey.
Complete Button Text: customize the text of the button that completes the survey.
Start Button Text: customize the text of the button that starts the survey.
Show Navigation Buttons: show or hide the navigation buttons.
Show Previous Button: show or hide the button that takes users to the previous page.
Show the completed page at the end: displays the content included as part of the "Completed HTML" tab.
On answering all questions, go to the next page automatically: if this is checked, users will automatically be navigated to the next page after completing all questions on the current page.
Show Progress Bar: displays or removes a progress bar showing the level of survey completion to the end user.
Show all elements on one page: converts your survey into one page (i.e. all questions appear as one page instead of multiple pages).
Question Title Location: place the title of the question in the top, bottom, or left.
The Question Required Symbol: add a symbol to indicate required questions (e.g. an asterisk).
Question Start Index: choose whether the questions go in order of 1, 2, 3, etc. or A, B, C, etc.
Show Question Numbers: display the question numbers on the page.
Question Error Location: choose where error messages appear in relation to the question.
Once users have completed your survey, you can display a message to them. Using HTML, you can customize this message under this tab.
As your survey is loading, you can display a message to users while they wait. Using HTML, you can customize this message under this tab.
Maximize Time to Finish the Survey: the maximum amount of time a user is allotted to complete the survey.
Maximum Time to Finish a Page in the Survey: the maximum amount of time a user is allotted to complete a page of a survey.
Show Timer Panel: choose whether you want to hide or display the timer panel.
Triggers allow you to set complex logic for display of subsequent questions, pages, and elements based on specific question responses. For instance, you can ask the user, “Do you like pie? Yes/No.” If the user responds, “Yes,” then you can set logic to display a follow-up question asking for their favorite type of pie, or display an entire additional page of pie-related questions which would not be displayed for users who answer that they do not like pie.
As you configure your survey settings, make sure you click 'Apply' often to save the changes. Once complete, you can click 'OK' to exit the survey settings window.
Using the Toolbox
The Toolbox is where you can go to add and build your questions in the survey. It appears on the left hand side of the Survey Designer. The Toolbox offers several different question options:
Single Input: allows the user to input a single line of text as their answer.
Checkbox: provides the option to choose or one or more answer options.
Radiogroup: similar to the checkbox type, but users can only select one answer option.
Dropdown: users can select an answer via a dropdown list.
Comment: similar to single input, but allows users to add more text for their answer.
Image Picker: add images as answer options as part of this question type.
Boolean: a single checkbox used for multi-step logic (e.g. yes or no, true or false). For example, "Do you like pie?". If the user selects the checkbox (yes/true), then they are prompted with another question: "What is your favorite pie?"
Matrix (Single): using rows and columns, users can select radio buttons as their answers (one answer per row).
Matrix (Dynamic): instead of radio buttons, users can select answers from dropdowns under each row and column.
Expression: allows calculation of values provided from previous questions. For instance, the user may have reported that they have purchased two pairs of hiking boots and four pairs of running shoes this year. You can set up an expression to display that they have purchased six pairs of shoes total.
Panel: allows you to reuse existing questions which have been copied to the sidebar.
Multiple Text: using multiple rows, users can input lines of text as answers for each row. For example, you may ask, “How many times in the past year have you eaten each type of pie below? Apple; Pumpkin; Pecan”.
Bar Rating: allows users to select their answer via a star rating system.
Date Picker: users select a date as their answer.
Bootstrap Slider: users can drag a slider on a scale to select their answer. The response will display as a numerical value from 0 to 100.
To add a new question to your survey, just click on or drag one of the items from the Toolbox over to the space on the right.
As you add questions to your survey, you'll also have the option to configure the settings for each question.
To edit the question settings, just click near the question title and several options will appear:
- Make Required
- Add to the Toolbox (Note: once a question has been added to the Toolbox, it cannot be removed)
- Change the Question Type (these options vary depending on the question type)
To add additional pages to your survey, you can either click on 'Add New Page' from the dropdown menu above your survey name, or you can click the '+' sign on the far-right of the screen.
You also have the option to edit pages as needed, by hovering over the cog icon to the right of the page name. There you can edit things like the name and title of the page, set the page visibility and logic, and copy the page.
Testing Your Survey
You can test the look and functionality of your survey within the CMS by clicking on Test Survey.
Once you feel like your advanced survey is ready to go live, on the main page of Advanced Surveys, click 'Publish'. You can also unpublish a survey at any time.
Taking Advanced Surveys in the App
Next, we'll take a look at what Advanced Surveys look like to the end user. To start taking a survey, users will go to the Advanced Surveys section from the navigation menu in the app, tap on a survey name, then tap 'Take Survey'.
The user will then be presented with your survey as configured in the CMS.
Once they've finished the survey, they'll receive the completion message. They can then tap 'Exit' to be taken back to the main Advanced Surveys screen.
Completed surveys will appear grayed out.
Note: completed surveys cannot be re-taken.
Viewing Advanced Survey Results
As users complete your surveys, you can view the results in the CMS. Under where you built your surveys, you will see another box called "Results". Click on one of your surveys and a list of survey completions will show below.
Additionally, you can see the specific survey responses for each user by clicking on 'Show Results'. And lastly, you can export the results by clicking on 'Export Results'.
If you're looking to add more complexity to your Advanced Surveys than what's listed above, please refer to the additional resources and guidance here.