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Build a survey: Introduction

Step-by-step instructions:

  1. In your Walr project folder, choose the survey type that you want to use:

Graphical user interface, text, application, chat or text message

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  1. From scratch: will provide a blank survey template
  2. From dataset: you will be able to select a dataset and SB will turn all the variables into questions and answer codes
  3. From existing project: you will be able to select your Walr project and copy the survey across.
  4. For more information on each of these options and how to set-up a new survey from the platform, please see: https://support.walr.com/support/solutions/articles/101000399057-create-a-new-survey

 

 

2. Once you’ve created a survey, you’ll be able to select it in the project folder. You can access Survey Builder either by clicking the bolded survey title or by clicking on the “…” menu and selecting “Open”:

 

 

3. This example is based on the “From scratch” option, but these steps will apply to the “From dataset” and “From existing project” options as well. When you create a survey “From scratch” or open a survey as in Step 2, it will automatically default to open on the “Build Screen”:


4. To add a question, click on the “+” in the top left and select the question type that you want to add:


 

a. There are many options to choose from. To understand what all the different question types offer, please see <<article on default questions>> or <<article on advanced questions>>.

 

b. When you’ve chosen the appropriate question type (a single punch variable was selected for this example), it will open up the screen where you can change the variable name, question text, answer choices and set options for the question (saving happens automatically in SB):


1. Variable Label: You can rename the variable label at top-middle of the page where it currently says “Label1”. You can use an underscore, but no spaces when naming a variable. E.g. Q1Gen or Q1_Gender are acceptable, but it will reject Q1. Gender.

 

2. Question: You can enter your question text and decide if it needs an instruction, you can also remove or add more question text boxes by clicking the “-“ or “+” symbols. If your question has a filter, you can access this by clicking “F” (once this has been set-up, see step 2a. in this article or the full article about <<Filters>>):

Graphical user interface, text, application, chat or text message

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Additionally, in the middle space you can add your answer choices. You can do this in two ways by using the “+” to add another row or by clicking on the pencil icon to add all options at once.

 

2a. Hover over each icon to reveal its function:
  

 Edit all answers at once (see screen shot)

Advanced user view 

Add a predefined List (see 3 in this article or see the full article about <<List article>>.

Add a new answer choice row

 Allows the user see the number code assigned to the answer choice

 Keep position: allows the user to pin down an answer choice so it doesn't rotate

 Allows the user to mark exclusive codes in multi-punch questions

 Allows the user to add a text box

Displays the filter if applicable to the answer code. If you hoover over it will reveal the filter applied you can also click when the “F” is blue  to edit the filter.

Graphical user interface, application

Description automatically generated (on the left) Allows the user to move the code up or down in the list without changing the code’s assigned number.

 

A finished example:

 

 

3. Lists: by clicking on the “+” next to “Lists” you can add your own list to insert into your answer choice options. Please see <<Lists>> for more details.

Graphical user interface, text, application

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4. The syntax choices and  ellipsis “…” menu at the top of the middle section allows you to delete a question, view the XML scripting, insert Javascript, turn the logic on your question on/off, edit the question tags for your, and add text for your container.

 

5. Languages: if your script has multiple languages, you can switch between them via this menu: 

 

 

6. Edit your container, question, and answer code settings. Make sure to update these when you’re finished.

 

6a. Container: Each question will have its own space where it is housed called a “container”. For individual questions like gender or age, there may only be one question in the container. However, for questions where the user wants the answer choice list to be exactly the same for a series of questions, the container does this automatically. For example, this will be useful for common questions in shopper or path-to-purchase studies. It will also help users to create funnel series. The example below shows what the display looks like and how a user might use this for a mutli-punch question asking about likability and a follow-on single choice question about a favourite:

Question 1 in the “P2P_Set” Container:

 

Question 2 in the “P2P_Set” Container:

 


 Please also see <<insert link to article on containers>>

 

 

6b. Question edit options: change the question type and decide what settings need to be applied to your question. Please also see <<insert link to article on question and answer choices>>

 

 

 

 

6c. Answer choice options: Here you can set specific filters for an answer choice or copy settings from another answer choice (so you only have to set-up the options once). You can also change the code, decide if it’s mutually exclusive and tag the answer choice for use in other studies. You can also delete a row here.

 

7. This is the main edit window or see a preview (below) of how the question you created will look on a desktop or mobile:

 


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