To create a survey, go to the Actions menu in the upper right and select Surveys.
Give your survey a title and add a description explaining what this survey is for.
You can upload a banner image, which will appear below the title and above the description box. Your image should be 1500px wide by any height (600px is suggested). It will be scaled to a final size of 750px wide. You also have the option to add an image attribution, which will appear in small, dark grey text below your image, as well as alt text.
You can use the visual toolbar to customize the appearance of your description text. The following options are available:
- Write your survey in HTML
- Format headings left, right, center or justified
- Add text formatting: bold, italicize, or strikethrough
- Create bulleted or numbered lists
- Insert images from links or your computer and add a title/alt text, add image attribution, link the image, change the position or change the width
- Insert a video from a YouTube or Vimeo link or embed code
- Insert and manage a table
- Add links or hyperlinks
- Add a horizontal line rule
Below this, you can add yourself as the creator. If you're working in a group, you should select the group that is sponsoring this action from the drop down menu. Whatever group or creator you list here will receive all the data collected through this action.
At the bottom, you have the option to add legal disclaimer text. This will appear at the bottom of your action. Basic HTML is accepted.
Next, you have the option of removing the progress bar from your survey on the right side, if you don't want to count the number of actions you're receiving publicly (this can be helpful for a survey where action counts may not be relevant to action takers). You also must fill in a heading for your survey on the right -- your call to action as activists are preparing to fill it out. (ex: Tell your story here)
Show or hide standard fields to remove, say, first name from the form if you do not want to collect it by clicking Edit Form and using the visual form builder. You can read more about the visual form builder here. You can also decide whether you want to make the field required or not. Email address and country must always be present and required, as every activist in our system must have an email address and country. You can also create questions with data linked to a specific action using action only fields. Click here to learn more.
You have the option to edit the language in the Begin Survey before continuing.
Once you've edited the front page of the survey, click Save and Go to Next Step.
On the next page, you can give each page an optional administrative title to make it easier to track which page you're working on. Administrative titles are internal names for actions on you and other admins can see. You can add an optional heading and description. You can also make certain pages conditional. For example, if people previously responded Yes to a question asking them if they want to volunteer, they can see a different page and set of questions than people who responded with No.
Click Edit or Add questions to add prebuilt questions, or create them from scratch. This uses the standard visual form builder. Pre-built checkbox, radio, and dropdown questions can have an Other option added in the form builder. Drag the pre-built question into the form, click the question, and check the Add Other Option box to add this. For radios and dropdowns, whatever your activist types will appear under the field name. For checkboxes, this option will show the first field name for this question with _other appended at the end.
While you can add in custom form inputs using the visual form builder (explained here) or by writing your own HTML, you must have at least one question that came from the form builder. And you can add an optional image if you choose.
If you have another batch of questions to ask, or want to create a conditional page based on how someone responded on the current one, click Sand and Add page. To navigate between survey pages, you can click the dropdown at the top of the page.
When you're done editing questions and pages to your survey, click Save and Go to Next Step.
Next, you can add and edit thank you page text, and show or hide the sharing options on thank you pages.
When you're ready, publish your form to make it live and start collecting information.