Quick Start Guide and Tutorials

Just getting started with our survey platform? Keep this page bookmarked, as we are constantly adding new content to it. 

If you have a question that isn't answered below, just ask us, and we'll be happy to help. 

 

Getting Started

Here's some important information to take note of after you've signed up for an account!

  • Logging into Your Account

    When you sign up for an account with us, you need to wait for us to provision your account. Accounts are provisioned between 9am and 5pm EST. If you've requested SSL or white label, we'll reach out to you for more details before we complete your account setup.

    Typical account setup times are between 2 to 4 hours between 9am and 5pm.

  • Watch the Quick Start Video Guide


Question Types and Tutorial Videos

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  • Matrix/Array Type
  • Dates, Text, File Uploads, Numeric...
    • Date DatePicker

    • File upload FileUpload
    • Gender Gender
    • Language switch SwitchLanguage
    • Numerical input Numerical
    • Numerical input using sliders NumericalSlider | Video Tutorial
    • Multiple numerical input NumericalMulti
    • Ranking Ranking
    • Text display - insert any static text into your survey
    • Yes/No YesNo
    • Equation / mathematical - perform many mathematical transformations with numeric data
  • Multiple choice questions
  • Single choice questions
    • 5 point choice 5PointChoice

    • List (Dropdown) ListDropDown
    • List (Radio) ListRadio
    • List with comment ListRadioComment
  • Text questions
    • Short free text ShortText

    • Long free text LongText
    • Huge free text - a really big version of Long free text
    • Multiple short text MultipleText
  • Mapping Questions
    • Location selection using Google Maps or OpenStreetMaps GeoLocation


Using Advanced Features

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  • Skip/Jump Logic with the Condition Builder

    Often in a survey, we need show or hide questions based on the answers to previous questions. The Condition Builder lets us accomplish this. In addition, we can use the Condition Builder to test values in our participant lists. For example, you might hide a question based on a custom attribute you've added to your participant list... Watch the video at right to learn more about how to use the Condition Builder.

     

  • Letting respondents save results and resume later

    Do you want to allow participants to save their responses and resume to answer the survey at a later time? Check out this video to see how it works.

    Please note that this makes most sense with open surveys or surveys with anonymized answers. If you are using the participant list and the survey is not anonymous in most cases it is better to activate 'Token-based response persistence' in the token tab.

  • Creating a PDF version of your survey

    You can generate a professionally laid-out printable version of your survey for paper distribution. Watch this 60 second tutorial to learn how.

  • How to upload images/video/youtube links

    This video shows you how to upload images to your survey. Note - you can use similar icons in the editor for video and youtube links.

  • How to create and manage survey user admin accounts

    Learn how to create user accounts and manage what permissions they have, and which surveys they are allowed to access.

  • How to add your logo to a template

    Learn how to customize a template to include your logo on every page of your survey:


Participant Management

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  • Working with Participants - Part 1 - Importing Participants

    Get started with Participants management. Learn how to import a participant list, and send out invitations and reminders.

  • Working with Participants - Part 2 - Custom Attributes to Personalize your Surveys

    When you import or create your participant list, you can create custom fields. These fields can contain text that you might use throughout the survey to personalize text, or even to write conditions based on custom attributes. This tutorial shows you how to get started and customize text in your survey using custom attributes.

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