Survey Editors

The editor of the Surveys module:

Survey_Editor_EN.png

In this screen, you will see:

  1. An editing menu in the header with grey icons, two drop-down menus and one grey one.
  2. Editor options on the left side of the screen.
  3. The canvas with question fields in the middle of the screen.
  4. The footer with i.a. a plus icon and the number of pages.

1. The editing menu in the header

The editing menu in the header looks like this:
Module_Formulieren_Editor_Header_EN.png

 

Button Function
 Button_Opslaan.jpg Save
Spotler saves automatically, but the safest way is still to save your survey yourself every now and then. This way, you will accumulate multiple versions of your survey.
 Button_testen.png Test survey
You open a preview of your survey and Test your survey by completing the fields and clicking the 'Send' button.
 Button_ongedaan.jpg Undo
Does your change not work like you expected? With this function, you can undo the change.
 Button_opnieuw.jpg Redo
Did you undo one too many steps? This function allows you to redo the action again.
 Button_vorigeversie.jpg Load previous version
Spotler automatically saves changes after 10 actions and/or 5 minutes. Using this drop-down menu, you can load both automatically saved versions and versions you saved yourself.
 Button_instellingen.png Settings
This option consists of two parts:
  • Error message: the text that should be displayed if, for example, someone forgets to complete a required field.
  • Event planner: closes the survey on a certain date or after X number of registrations.

 

Module_Formulieren_Editor_Bibliotheek_EN.png

Manage my default questions
This icon allows you to see an overview of available Standard questions and to rename or delete them. Standard questions are convenient when drafting surveys that use the same questions. This way, you won't have to type them over and over.

If you right-click on a question field, you can save a question as a Standard question.

Manage my question sets
You can add Standard questions to a question set using your right-click menu. If you are drafting a new survey, this will allow you to add a complete question set in one go. This can come in handy when you need to keep asking the same basic questions on a survey, such as first name and last name.

Manage my 'Thank you' texts
This icon allows you to add standard 'Thank you' texts to your survey.

Module_Formulieren_Meer_menu_EN.png

Setting a 'Thank you' page
There are three options for setting a 'Thank you' page:

  • Place a 'Thank you' text in the survey
  • A separate 'Thank you' page in Spotler

An external web page.

Horizontal
View where questions and answers are side by side.

Vertical
View where questions and answers are placed underneath each other.

 

2. Tool palette Editor-options

The tool palette Editor options looks like this:

Form_Editor_options_EN.png

The tool palette works as a drag & drop editor. This means that you can use your mouse to drag elements. Drag question fields from the tool palette to the canvas.

 

Explanation of the elements:

 

 Questionlibrary.png Drag your own questions or your question sets from the Question library drop-down menu to the canvas.
 Inputfields.png

From the Input fields drop-down menu, you can drag the most common question fields to the canvas. The question field Text input can be used for all types of open questions.

Please note! Only use the postal code, phone number and cell phone number fields for Dutch data. That is because there is a Dutch validation on these fields. Use a text entry field if you also ask for foreign data.
 Multiplechoice_EN.png From the Multiple-choice questions drop-down menu, you can drag the most common multiple-choice questions to the canvas. For instance, questions that have check boxes or radio buttons. This is where you can see a clear difference between the Forms module editor and the Surveys module editor. The Surveys module has specific answer options for evaluations.
 Layoutelements.png Use the Formatting rules drop-down menu to categorize questions with text headers, white lines and horizontal lines.
 Specialfields.png

From the Special fields drop-down menu, you can drag four advanced functions to the canvas. Use the Hidden field function if you want to save a value in the reports of your survey without the respondent seeing this. A Read-only field allows the respondent to see pre-completed data without being able to edit it, such as their client number.

The Monitor question can be interesting for follow-up actions that are based on an evaluation. Suppose your customer rates something less than a 6, you can take immediate action by prompting a notification.

Form check shows questions and answers from previous pages.

 

3. The canvas with content fields

Once you have dragged question fields from the tool palette to the canvas, there are three ways to edit them:

  1. You can move the fields to a different position within your survey. Move your cursor over the top of the question field until the navigation symbol (consisting of four arrows) appears. Next, click and hold the question field with your cursor and drag it to the desired position within your survey.
  2. In Spotler, you can link fields to database fields by clicking on the paper clip in the upper-right corner of the question field.
  3. You can edit fields by double-clicking in the field.
  4. You can edit fields by right-clicking in the field.

 

Linking with the database
The paper clip in the upper-right corner of the question field looks like this:

Module_Formulieren_Editor_paperclip.png

If you click on the paper clip, a pop-up will appear. From this pop-up, you can link questions to a database field. If you want the answers of a survey to be saved or modified in the database (possible for Registration forms and Update profile information forms), it is important that you link the questions to a database field.  This way, the value is saved in the correct database field. For multiple-choice questions it is important to also link the answer options.

 

Tip.jpg A link allows you to pre-complete data
If there is a link, data can be pre-completed if the respondent's information is already available in the database. This makes the survey user-friendly, which contributes to a higher conversion. All the respondent has to do is verify the data, instead of completing everything.

 

Editing with double-click menu
The menu which appears after double-clicking is different for each question field. For instance, the double-click menu of the multiple-choice question Checkbox looks like this:

Module_Formulieren_Editor_popupvraag_EN.png

From this menu, you can:

  1. Enter and edit all your questions and answering options in the Format question and answer
  2. Enter and edit question-specific settings in the Settings

 

Tip.jpg The add, Delete and Move and drop-down menu
In the Question and answer window, right-click the field with the three standard answering options. A pop-up will appear that allows you to add or delete answering options, or to easily change the sequence of the answering options. This function works with any question that has multiple answering options.

 

Question and answer 
Explanation of the elements you can see in the upper-left corner:

Icon Explanation
 Module_Formulieren_popupopties_verplicht.png Mandatory
Use this icon to make a question mandatory. An asterisk (*) will appear at the end of the question.
 Module_Formulieren_popupopties_helptekst.png Help text
Add an explanation to clarify the question. If you have enabled a help text, the icon will appear next to the question.
 Module_Formulieren_popupopties_sublabel.png Sublabel
Sublabel for explanation of an input field. You can give an example of what the answer should look like.
 Module_Formulieren_popupopties_gebruikanders.png Other, ...
For adding an Other, which is: input field with a radio button or check box question.
 Module_Formulieren_popupopties_veranderveldtype.png Toggle
This function allows you to change a check box question into a radio button question and vice versa.
 Module_Formulieren_popupopties_antwoordoptiesplakken.png Quick paste
This option allows you to paste multiple answering options from the database in one go, such as a country list or interests. That way, you won't have to re-type these answering options.
 Module_Formulieren_popupopties_alfabetisch.png Sort alphabetically
Sort your answers alphabetically in one click.

General settings
Once you have clicked on Settings, you will see the following window:

Module_Formulieren_Editor_Eventplanner.png

 

Tip.jpg The General Settings is different for each question
In the General settings, you can indicate how you want to display error messages, how you want to save the answers to the questions and what the validation looks like. As these settings are different for each type of question, the General settings will also be different.

 

Tip.jpg Check which language the error messages are written in
Are you using surveys in multiple languages? Then make sure that you also translate the error messages. For each question, check the General settings to verify that the error messages have been written in the correct language.

 

Editing with right-click menu
You can also edit question fields by right-clicking in the fields. You will then see the following menu:

rechtermuismenu.png

Explanation of the elements:

Icon Explanation
 rechtermuismenu_standaard.png

Standard editing functions
These five functions allow you to carry out the standard editing functions.

 showhide_settings.png

Show/hide
Suppose you include the following question and answering options in your survey:

What did you think of the white paper?

  • Good
  • Bad

You can imagine that you would like to know why someone thought the white paper was bad when they selected Bad as the answer. For instance, you would want to ask the follow-up question: What was it that you didn't like about the white paper? The Show/Hide function allows you to only show this question when someone ticked the Bad box.

 skipsettings.png

Skip settings
This icon will only be visible if the survey consists of multiple pages. Suppose you ask the question What did you think of the white paper? and two follow-up questions with the answer Good and two follow-up questions with the answer Bad. You could place those follow-up questions on different pages.

The Skip function allows you to indicate which page (with the correct follow-up questions) should be shown with an answer.

Good to know: The Show/Hide function and Skip function can't be used simultaneously on one question.

 defaultquestion.png

Save standard question
If you have drafted a question on your survey that you would like to use again on other surveys in the future, you can select Save standard question from the menu after you have right-clicked. An input field will appear in the menu. Enter a name for the standard question here. By clicking the green check icon, the question will be added to My questions.

 

4. The editing menu in the footer

The footer looks like this:

Module_Formulieren_Editor_footer_EN.png

Explanation of the elements:

Adjusting form buttons
Double-click the content field Form end and the Button management menu will appear. Click the button you wish to change, and an input field will appear in which you can type its new name. Commonly used alternatives are Subscribe and Download white paper. Always choose a name that fits with your form.

Add pages
At the bottom of the survey, you have the possibility to add more pages. Click on the plus button.

Delete pages
Did you add a page too many? You can remove pages by clicking the red X button.

Overview of pages
This is an overview of all the pages in your survey.

Green checkmark
The green checkmark allows you to open the editor for the 'Thank you' text. On the left side of the canvas, you will see the following tool palette:

Editoroptions_EN_TP.png

In addition to the standard elements for drafting your 'Thank you' text, you will find a My 'Thank you' text option. If you want to make use of your personal 'Thank you' text, you will have to save it first.

 

Tip.jpg Saving personal 'Thank you' text
Double-click the content field Form end and the Button management menu will appear. Click the button you wish to change, and an input field will appear in which you can type its new name. Commonly used alternatives are Subscribe and Download white paper. Always choose a name that fits with your form.