5. Surveys

Depending on the survey version, the toolbar at the top of the screen provides the following options:

• Make active — available for drafts and archived versions. Makes the current version active.
• Response history — available for current and archived versions. Displays statistics on answers to questions for the selected period in the main survey area.
• Undo/Redo (/) — available for drafts. Undoes the last change / redoes the last undone change.
• Preview () — available for drafts. Allows you to take the survey in test mode.
• Edit — available for current and archived versions. Allows you to create a draft that is a copy of the current version.
• Save — available for drafts. Saves the changes made.

To add a question, select Survey blocks on the right-hand toolbar and drag the desired block type into the main survey area. Descriptions of the available question types are provided below. You can also add a text block or a survey completion block—for example, for surveys with many branches, to avoid having to draw connections from each branch to a single completion block.

Left-clicking a survey block opens the block editing window. Right-clicking displays an action menu with the following items:

• Edit () — opens the block editing window.
• Copy () — adds a copy of the selected block.
• Save () — saves the block for later use in other surveys.
• Delete () — removes the block from the survey.

Saved blocks are displayed on the Templates tab of the right-hand toolbar. To add a saved block to a survey, drag it into the main area.

Single-choice question

A question with answer options where only one can be selected.

To add an answer option, click + Add option. To delete an answer option, click the delete icon () to the right of the desired option. To change the order of options, drag and drop them by clicking and holding the icon () on the left.

For single-choice questions, the Linking mode setting is available:

• Single — the question has one exit point, which can be linked to the inputs of multiple blocks by configuring transition conditions.
• Multiple — the question has a separate exit point for each answer option, which can be linked to the input of only one block. Transition conditions are not provided.
• Mixed — similar to multiple mode, but also adds an additional exit point for customers who skipped the question.

Multiple-choice question

A question with answer options where any number of options can be selected.

To add an answer option, click + Add option. To delete an answer option, click the delete icon () to the right of the desired option. To change the order of options, drag and drop them by clicking and holding the icon () on the left.

The question has one exit point, which can be linked to the inputs of multiple blocks by configuring transition conditions.

Open-ended question

A question without answer options. The customer enters a free-form response in a text field.

The question has one exit point. Transition conditions are not provided.

Matrix

A question that asks respondents to rate several characteristics on an N-point scale. The characteristics to be rated are presented as rows, and the ratings as columns.

Two types of matrices are available:

• Classic matrix allows you to manually add the desired columns and set their labels (see the image on the right).
• Scale matrix allows you to set the Number of columns and select the Column style:
  • Numbers — digits from 1 to the specified number of columns are used as column labels.
  • Stars — stars from 1 to the specified number of columns are used as column labels.
  • Emojis — a customizable set of emojis is used as column labels.

To add a row/column, click + Add row / + Add column. To delete a row/column, click the delete icon () to its right. To change the order of rows, drag and drop them by clicking and holding the icon () on the left.

The question has one exit point, which can be linked to the inputs of multiple blocks by configuring transition conditions.

Rating

A question that asks respondents to rate several characteristics on an N-point scale. The Number and Column style can be configured (similar to the matrix question).

In Single mode, the customer is asked to rate a single criterion formulated in the question itself. Optionally, you can set labels for the far-left and far-right elements of the scale to clarify the rating logic for the customer.

In Matrix mode, you can specify several criteria for evaluation. This mode is similar to the matrix question (Scale).

The question has one exit point, which can be linked to the inputs of multiple blocks by configuring transition conditions.

When adding a connection between questions, a transition condition settings window will appear if the source question type allows it. For the first added transition, setting conditions is optional.

When adding a second transition from the same source question, you must specify conditions. In this case, the first added transition may remain without configured conditions. You can use this feature to implement "if... else" scenarios: if the conditions are met, go to question B; otherwise, go to question A.

If a question has one transition and transition conditions are configured, the customer will proceed directly to the end of the survey if the conditions are not met.

You can also open the transition conditions window by right-clicking the desired connection.

Conditions are combined using the logical operators AND or OR. The image on the right shows an example of configuring transition conditions from a matrix or rating question: the customer will follow this connection if they gave a low rating for either the functionality criterion or the ease of use criterion.

Each survey can exist in multiple versions. A survey version can have one of three statuses:

• Active — customers who follow a link to the survey see this version (even if the link was sent when a different version was active).
• Draft — the version is available for editing.
• Archived — the version was previously active.

The creation date is displayed for each version. For active and archived versions, the start date (when it was made active) is also displayed, and for archived versions, the stop date (when it was archived) is shown as well.

Editing is only available for drafts. When viewing a current or archived version, you can click the Edit button on the top toolbar to create a draft that is a copy of that version.

The preview function is available for drafts. Click the preview icon () on the top toolbar to see the survey as customers will see it. You can also answer questions and test the transition logic.

You can make a draft or archived version active by clicking the Make active button on the top toolbar. If the survey already has an active version, it will become archived.

Completion history is available for active and archived versions. Only data related to that specific survey version will be shown.

In the Survey settings section, you can configure the following settings:

• Survey title and Survey description.
• Limit survey duration — you can specify a date after which survey responses will no longer be accepted.
• Skip welcome screen — if this option is selected, the survey will start not with the standard welcome screen, but with the first survey block. You can add a text block at the beginning or start immediately with the first question, without introductions.