Knowledge

Questions

Start with typing the question. Remember not to number the questions since the system takes care of this automatically (unless dynamic numbering is deselected under Settings). This field can naturally also be left blank, if you would rather use this area as a header for all the following response mechanisms. For example if you want the header to be Background information and ask the actual questions in the title area for each response mechanisms.

Questions in my survey

Use the toolbar at the bottom of the page to add the response mechanism that best suits your question. To add a response mechanisms just click it or drag and drop it where you want it to be. To edit the response mechanisms double click it and edit directly with inline editing. Different response mechanisms can be combined according to need or preference. This toolbar can be invisible or visible by clicking the arrow down or up.

Toolbar in the survey creation tool

Common for all questions

logic-24 Click here if you wish to control settings for so-called branching with adding logic to the question. It means that it is possible to control the respondent’s path through the questions using special conditions. If you already have logic they will be shown under “Current rules”, and you can either edit these by clicking them or delete logic by clicking the trash can next to the rule you want to delete. If you do not have any logic connected to the question, click the “Add new rule” and a new window opens up. There you choose if you want to hide, notify, jump to question or jump to URL from the drop down menu to the left, followed by on what condition the rule should apply in the drop down menu to the right. Examples of such conditions are that in cases where the respondent answers “Yes” to question 1, this will automatically be moved to question 3 without having to answer questions 2. To add a new condition, click “Add condition +” and to add a group click “Add group +”. Click “Save” and then “Close” when you are done or click “Save” and continue adding logic by clicking “Add new rule” again. When a question has logic added, the icon turns green logic-green-24.

Note! Branching can only be created if the response alternatives consist of radio buttons or drop-down menu. We recommend that you never sort or change the order of questions once the branching has been created, as this would increase the risk of error.

trashcan-24 Click here to delete the whole question.

Note! This means that all response mechanisms also will be deleted including answers that might have come in.

Common for all response mechanisms

edit-24 Click here if you wish to edit a response mechanism. Do note that you can also double click any text in your mechanism to edit it. See under every response mechanism the different ways of editing the specific mechanism. We do not recommend editing the response mechanisms during an ongoing survey as reliability in responses already received and statistics may become misleading. Contact Netigate if you would like to edit an ongoing survey and then we will help you in the best way possible!

copy-24 Click this to copy an exact duplicate of the response mechanism.

add-logic-24 Click here if you wish to control settings for so-called branching with adding logic to the response mechanism. If you already have logic they will be shown under “Current rules”, and you can either edit these by clicking them or delete logic by clicking the trash can next to the rule you want to delete.

If you do not have any logic connected to the response mechanism, click the “Add new rule” and a new window opens up. There you choose if you want to disable or hide the response mechanism from the drop down menu to the left, followed by on what condition the rule should apply in the drop down menu to the right. To add a new condition, click “Add condition +” and to add a group click “Add group +”. Click “Save” and then “Close” when you are done or click “Save” and continue adding logic by clicking “Add new rule” again. When a response mechanism has logic added, the icon turns green logic-green-24

trashcan-24 Click here to delete a response mechanism.

All response mechanisms added to the question can easily be dragged and dropped to desired place by clicking somewhere in the field of the response mechanisms (it then becomes gray) and moving it.

Text box

arrow-right-icon (1) Text box makes it possible for the respondent to enter a text as a response.

arrow-right-icon (1) When Text box is selected as a response mechanism (by clicking or dragging and dropping it), it is added to the question and you are given the possibility to specify the question with a description or title. This field can naturally also be left blank.

arrow-right-icon (1) By clicking the edit-24 icon, a gray field opens up where a number of options are presented (this field also becomes visible when you are editing question title and/or text):

Required: Select Required if you want the response to be obligatory. This means that the respondent must answer the question in order to proceed in the survey. If the respondent tries to proceed in the survey without having answered this question, a message will appear informing the respondent that this question is obligatory.

Tip! We recommend using obligatory answers carefully, as this increases the risk of having the respondent leave the survey.

Numerical: Select Numerical if you want only numerical values (digits) to be approved as a response.

E-mail address: Select E-mail address if you want only e-mail addresses to be approved as a response.

Date: Select Date if you want only dates to be approved as a response.

External parameter: Select External parameter if you want to capture parameters in the URL. Mostly used when conducting panel surveys.

Text box: Per default choice. Used when you want the respondent to add for example a name, number, E-mail address, date and so on.

textbox

Text area: A Text area is similar to text box with the difference that it is usually used when a slightly longer description, comment or opinion is wanted. The size of the text area can be stated by selected small, normal or large:

Survey textarea

Max characters: It is possible to limit the maximum number of characters the response may contain. If maximum number of characters is not filled in, the maximum length is automatically 150 characters.

arrow-right-icon (1) When you are done click “Save” for your changes to be saved and displayed or click “Cancel” if you wish to stop edit the response mechanism (the changes you might have made will then be deleted).

Survey background information

Radio Buttons

Radio Buttons is effective when only one of multiple response alternatives may be chosen.

When Radio Buttons is selected as a response mechanism (by clicking or dragging and dropping it), it is added to the question and you are given the possibility to add a title followed by the response alternatives (double click the area to add the text).

Single choice question

On each row there is a small close-24 icon for deleting the response alternative and a branching-24 icon for adding logic to the response alternative.

Use the icon to drag and drop the question alternative to desired place.

To add a new response alternative, click the add-24 sign.

By clicking the edit-24 icon to the right, a gray field opens up where a number of options are presented (this field also becomes visible when you are editing question title and/or text):

single choice header

Required: Select Required if you want the response alternative to be obligatory. This means that the respondent must answer the question in order to proceed in the survey. If the respondent tries to proceed in the survey without having answered this question, a message will appear informing the respondent that this question is obligatory. When required is added to a question mechanism, a green Required text will be shown to the right of the mechanism when saved.

Tip! We recommend using obligatory answers carefully, as this increases the risk of having the respondent leave the survey.

Horizontal: Select Horizontal you want the question alternatives to be presented horizontally in the survey.

Random order: Select Random order if you want the question alternatives to be presented in random order.

Random order -1: Select Random order -1 if you want the question alternatives to be presented in random order but keep the last one anchored to always appear last.

Weight: Select Weight if you want the ability to weight the response alternatives. Weighting gives you the ability to draw different types of values in your report. The weight is decided in the editing of the question alternative. Enter the desired weighting in the small box after each response alternative. If the box is left empty, this response alternative is not included in the calculation of the weighting. By assigning a response alternative the value 0 the alternative is included in the calculation and therefore weighted lower than 1. When weight is added to a question mechanism, a green Weighted text will be shown to the right of the mechanism when saved.

Add text box to last option: Select this if you want to add a text box that is connected to the last response alternative. For example, if you want the respondent to write something other than the preselected alternatives.

Add many: This function can be used in cases where you have a large number of response alternatives. If selected, paste all response alternatives into one box and you avoid having to enter a response alternative for every field. Note that each response alternative must be separated with line breaks in order to be listed on a new row.

NPS: Select this option if it is a Net Promoter Score question, where the scale is 0-10 and you want it to be presented as an NPS value in the reporting.

Save as: With save as you can save your radio button to either a drop down or checkbox.

When you are done click “Save” for your changes to be saved and displayed or click “Cancel” if you wish to stop edit the question mechanism (the changes you might have made will then be deleted).

single choice gender

Checkbox

Checkbox makes it possible for the respondent to enter several response alternatives for the same question.

When checkbox is selected as a response mechanism (by clicking or dragging and dropping it), it is added to the question and you are given the possibility to add a title followed by the response alternatives (double click the area to add the text).

Multichoice question

On each row there is a small close-24 icon for deleting the response alternative and a branching-24 icon for adding logic to the response alternative.

Use the icon to drag and drop the question alternative to desired place.

To add a new response alternative, click the add-24 sign.

By clicking the edit-24 icon to the right, a gray field opens up where a number of options are presented (this field also becomes visible when you are editing question title and/or text):

Question editor

Required: Select Required if you want the response alternative to be obligatory. This means that the respondent must answer the question in order to proceed in the survey. If the respondent tries to proceed in the survey without having answered this question, a message will appear informing the respondent that this question is obligatory. When required is added to a question mechanism, a green Required text will be shown to the right of the mechanism when saved.

Tip! We recommend using obligatory answers carefully, as this increases the risk of having the respondent leave the survey.

Horizontal: Select Horizontal you want the question alternatives to be presented horizontally in the survey.

Random order: Select Random order if you want the question alternatives to be presented in random order.

Random order -1: Select Random order -1 if you want the question alternatives to be presented in random order but keep the last one anchored to always appear last.

Min: Select the minimum number of response alternatives the respondent must/can check.

Max: Select the maximum number of response alternatives the respondent must/can check.

Add text box to last option: Select this if you want to add a text box that is connected to the last response alternative. For example, if you want the respondent to write something other than the preselected alternatives.

Select all: Select this option if you want the respondent to be able to click all choices at once by clicking a “Select all” checkbox.

Hide header: With this option you can simulate a checkbox matrix by hiding the title of the answer alternatives which will give a clearer presentation of the questions because the heading is not repeated. Use the horizontal adjustment

Add many: This function can be used in cases where you have a large number of response alternatives. If selected, paste all response alternatives into one box and you avoid having to enter a response alternative for every field. Note that each response alternative must be separated with line breaks in order to be listed on a new row.

Save as: With save as you can save your radio button to either a drop down or checkbox.

When you are done click “Save” for your changes to be saved and displayed or click “Cancel” if you wish to stop edit the question mechanism (the changes you might have made will then be deleted).

survey question mechanisms

Matrix

Matrix is a suitable response mechanism if several questions have the same response alternatives.

When Matrix is selected as a response mechanism (by clicking or dragging and dropping it), it is added to the question and you are given the possibility to add a title followed by the response alternatives (double click the area to add the text). To add a new row, click the “Add row” button and to add a new column, click the “Add column” button. The rows are used as questions or statements and the columns as options.

matrix questions

Enter questions or statements in the boxes that are rows and response alternatives in the boxes that are columns.

On each row there is a small close-24 icon for deleting the row or column when editing.

Use the drag icon to drag and drop the question alternative to desired place.

By clicking the edit-24 icon to the right, a gray field opens up where a number of options are presented (this field also becomes visible when you are editing question title and/or text):

Choice and answer settings

Required: Select Required if you want the response alternative to be obligatory. This means that the respondent must answer the question in order to proceed in the survey. If the respondent tries to proceed in the survey without having answered this question, a message will appear informing the respondent that this question is obligatory. When required is added to a question mechanism, a green Required text will be shown to the right of the mechanism when saved.

Tip! We recommend using obligatory answers carefully, as this increases the risk of having the respondent leave the survey.

Double matrix: Select Double matrix if you want to create a new matrix alongside with the current matrix which presents two response alternatives in correlation to each other. Enter the double matrix two titles in the “Double click to add text” boxes in the columns and then write the answers/options in the “Click to edit text” boxes in the rows or columns. Double matrix can be useful if you want to see responses correlated to each other and it also facilitates creations of spider charts.

Double matrix survey question

Ranking: Select Ranking if you do not want the respondents to be able to enter the same response alternative multiple times. The number of columns entered results in the ranking. For example, 6 rows and 3 columns will be created if you want the respondent to rank 3 out of 6 alternatives.

Weight: Select Weight if you want the ability to weight the response alternatives. Weighting gives you the ability to draw different types of values in your report. The weight is decided in the editing of the question alternatives in the columns. Enter the desired weighting in the small box after each response alternative. If the box is left empty, this response alternative is not included in the calculation of the weighting. By assigning a response alternative the value 0 the alternative is included in the calculation and therefore weighted lower than 1. When weight is added to a question mechanism, a green Weighted text will be shown to the right of the mechanism when saved.

Random order: Select Random order if you want the question alternatives to be presented in random order.

Add many: This function can be used in cases where you have a large number of response alternatives. If selected, paste all response alternatives into one box and you avoid having to enter a response alternative for every field. Note that each response alternative must be separated with line breaks in order to be listed on a new row.

When you are done click “Save” for your changes to be saved and displayed or click “Cancel” if you wish to stop edit the response mechanism (the changes you might have made will then be deleted).

Drop-down

A Drop-down functions in the same way as single choice, i.e. the respondent can only choose one response alternative.

When Drop-down is selected as a response mechanism (by clicking or dragging and dropping it), it is added to the question and you are given the possibility to add a title followed by the response alternatives (double click the area to add the text). To add a new response alternative, click the plus sign.

dropdown question

On each row there is a small close-24 icon for deleting the response alternative and a branching-24 icon for adding logic to the response alternative.

Use the icon to drag and drop the question alternative to desired place.

To add a new response alternative, click the add-24 sign.

By clicking the edit-24 icon to the right, a gray field opens up where a number of options are presented (this field also becomes visible when you are editing question title and/or text):

 

Required: Select Required if you want the response alternative to be obligatory. This means that the respondent must answer the question in order to proceed in the survey. If the respondent tries to proceed in the survey without having answered this question, a message will appear informing the respondent that this question is obligatory. When required is added to a response mechanism, a green Required text will be shown to the right of the mechanism when saved.

Tip! We recommend using obligatory answers carefully, as this increases the risk of having the respondent leave the survey.

Random order: Select Random order if you want the response alternatives to be presented in random order.

Add many: This function can be used in cases where you have a large number of response alternatives. If selected, paste all response alternatives into one box and you avoid having to enter a response alternative for every field. Note that each response alternative must be separated with line breaks in order to be listed on a new line. In the example below, a list of all countries is pasted in and a drop-down is created.

 

When you are done click “Save” for your changes to be saved and displayed or click “Cancel” if you wish to stop edit the response mechanism (the changes you might have made will then be deleted).

 

Slider

The Slider is effective when the respondent is asked to give a score between two given values.

When Slider is selected as a response mechanism (by clicking or dragging and dropping it), it is added to the question and you are given the possibility to add a title (double click the area to add the text).

slider questions

The Slider is always Weighted since the function is equivalent presenting a value.

In the field min you can enter what corresponds to the lowest grade, for example Very bad. In the field max you can enter what corresponds to highest grade, for example Very good. Double click it to enter your changes. If no numbers are added, the values are automatically 1 to 10.

By clicking the edit-24 icon to the right, a gray field opens up where a number of options are presented (this field also becomes visible when you are editing question title and/or text):

 

Required: Select Required if you want the response alternative to be obligatory. This means that the respondent must answer the question in order to proceed in the survey. If the respondent tries to proceed in the survey without having answered this question, a message will appear informing the respondent that this question is obligatory. When required is added to a question mechanism, a green Required text will be shown to the right of the mechanism when saved.

Tip! We recommend using obligatory answers carefully, as this increases the risk of having the respondent leave the survey.

Show selected value: Select this if you want your values (in this case 1-10) to be visible to the respondent.

Min: Your minimum grading scale is entered in the field stated Min. Note that the values must go from low to high.

Max: Your maximum grading scale is entered in the field stated Max.

When you are done click “Save” for your changes to be saved and displayed or click “Cancel” if you wish to stop edit the response mechanism (the changes you might have made will then be deleted).

Slider info text

Info text

The Info text function makes it possible to enter additional text as a complementary explanation to a question and its response alternative/s. Info text can be used regardless of the type of response mechanism the question is constructed with.

When Info text is selected as a response mechanism (by clicking or dragging and dropping it), it is added to the question and you are given the possibility to add desired text in the box that is shown.

 

When you are done click “Save” for your changes to be saved and displayed or click “Cancel” if you wish to stop edit the response mechanism (the changes you might have made will then be deleted).

 

Media

The Media mechanism makes it possible to upload images, videos, documents etc. in conjunction with questions, which can be a good way to get a respondents idea or opinion of something.

When Media is selected as a response mechanism (by clicking or dragging and dropping it), a small box is shown, where you have two options:

 

File upload: Select this if you are uploading for example a text, document or a picture. Click on “Choose Files” to browse through your computer desktop and select desired file or drag and drop desired file into the area shown. Preview the file and then click “Save” for your changes to be saved and displayed or click “Cancel” if you wish to stop edit the response mechanism (the changes you might have made will then be deleted).

 

From URL: Select this if you are uploading for example a video or music file with a web address. In the small box that is shown when selecting “From URL” you enter the web address to desired file and then then click “Save” for your changes to be saved and displayed or click “Cancel” if you wish to stop edit the response mechanism (the changes you might have made will then be deleted).

 

Import

The Import function makes it possible to use questions and response mechanisms saved from earlier surveys into your current survey, or using the Netigate Library.

When Import is selected as a response mechanism (by clicking or dragging and dropping it), a small window is shown, that states “Library”. Under you find the following options:

 

My surveys: When clicking here, you will see a list of ongoing and completed surveys in your account.

Netigate Library: This library was created by Netigate to allow you to utilize and find inspiration for questions and surveys. Here you will find different surveys within general topics that are possible to copy and use.

Background data: When clicking here, you will see all the saved background data lists that you have permission to see in the account. If there are no lists presented here it means no lists are available.
You can read more about background data and how to use it here.

It is possible to copy both individual response mechanisms from a survey or copy complete questions (including all response mechanisms) from a survey. Once the questions have been copied into your current survey, they can be edited and changed according to your preferences.

To copy individual response mechanisms

  • Click on a survey to see which questions it contains of.
  • Then click on the question you want to copy one or more response mechanisms from and choose from the list presented.
  • Click on a response mechanism to study it in detail.
  • To copy it, click “Add” and it is automatically imported to the survey where you can change it with the edit symbol as usual.
  • Click “Back” to return to the previous menu and click “Cancel” to close the Import mechanism window.

 

To copy a whole question

  • Click on a survey to see which questions it contains of.
  • By clicking on a question a list with all the response mechanisms it contains of is presented.
  • To copy the whole question as it is click the icon to the right of the question and it can be studied in detail.
  • Click “Add” to automatically import the question into the survey where you can change it with the edit symbol as usual.
  • Click “Back” to return to the previous menu and click “Cancel” to close the Import mechanism window.

 

To copy a complete survey

It is also possible to copy an entire survey with introduction and end text, questions and all settings to your account.

Note that this is not done from Import but from the start page of the login site for the account.

To copy all questions in a survey, go to the start page menu and choose “Create a survey” followed by “Copy a survey”.

 

Then a list with all folders in the account will be presented. Click on the folder name to see the surveys in that folder category. If you have not created any folders, all surveys will lie under the folder Uncategorized.

 

Beside the survey name you will see the number of questions that survey contains of within brackets. The survey language will be presented with a flag and there is a binocular icon if you want preview the survey questions before adding them. The mail icon can be used if you want to preview the email text in the survey.

 

Click [Add this SURVEY] to import the survey you wish to copy to your account and name the survey in the new box shown. Then click “Ok” to import the survey or click “Cancel” if you do not want to copy the survey.

 

When the survey has been imported, you are automatically transferred to the create section for your new survey and may change and edit the surveys as you wish.

Note that no answers will be copied.

To copy background data

Click on a list to see what background data it contains of.
To copy the whole list as it is click the  icon to the right of the list and it can be studied in detail.

 

Click “Add” to automatically import the list into the survey where you can change it with the edit symbol as usual. Click “Back” to return to the previous menu and click Cancel” to close the Import mechanism window.

To copy only one or more background factor/s, choose from the menu presented when you click a specific background data list. Click on a background factor study it in detail.

 

To copy it, click “Add” and it is automatically imported to the survey where you can change it with the edit symbol as usual. Click “Back” to return to the previous menu and click “Cancel” to close the Import mechanism window.

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