ngSurvey
  • ✔️ What is ngSurvey ?
  • ❔Help on Help
  • 📁Projects
    • Creating a New Survey
    • Folders
      • Project Trashcan
    • Survey Information
    • Survey Search
    • Collaboration
    • Import / Export
      • JSON Survey Export / Import
      • XLSForm
        • Survey Sheet
          • Types
          • Groups
          • Appearances
          • Relevant
          • Constraint
          • Calculations
          • Multi-Languages
          • Choice filters (Casacade)
        • Choices Sheet
        • Settings Sheet
        • XLSForm Samples
  • 📄Forms / Surveys
    • Overview Dashboard
      • Dashboard Title
      • Dashboard Information Box
      • Dashboard Reports
      • Last Respondents
      • Last Sentiments
    • Form Designer
      • Questions
        • Creating a Question
        • Editing a Question
          • Question Preset Styles
        • Question Properties
          • Conversation reply type
            • Auto reply type
          • Question Branching
          • Skip / Hide Logic
        • Question Types
          • Standard
            • Single Choice
            • Multiple Choice
            • Image Choices
            • Dropdown List
            • Autocomplete
            • Text / Comment Field
          • Matrix Questions
            • Columns / Rows Sums
            • Single Matrix
            • Multi Matrix
            • Mobile Rendering
          • Satisfaction Questions
            • Net Promoter Score® Question
              • Understanding the Net Promoter Score® (NPS)
            • CSAT Score
              • Understating CSAT Score
            • CES Score
              • Understanding CES
            • Star Rating
            • Smileys
            • Thumbs Up / Down
          • Choice-Based Conjoint (CBC)
            • Create a Conjoint Question
            • Design Experiments
              • Balanced Design
              • Manual Design
              • Import Design
            • Reporting / Export
          • Advanced Types
            • Appointment Calendar
            • Constant Sum
            • Answer Ranking
            • Slider Scale
            • File Upload
            • Hidden Question
            • Contact Details
          • Questions Generator
          • Smart Generator
        • Question Blocks
        • Static / Images Content
        • Rating
        • Panel Linking
          • Panel Auto Filling
          • Panel Updating
      • Answers
        • Adding an Answer
        • Editing an Answer
        • Answer Properties
          • Field Properties
          • Reporting / Exports
          • Skip / Hide Logic
          • Entry Validation
        • Answer Types
          • Creating New Type
            • Custom Validation Code
            • Lists
              • JSON / REST API Lists
              • SQL Server Lists
                • Parent / Child Related Lists
                • SQL Parameters
              • List Items
            • Widgets
              • Widget Samples
                • Widget Definitions
                • Basic Field
                • Multiple input type
                • Basic Selection
                • Material Date
                • Material selection
                • Total Score Per Page
          • Selection Answers
            • Checkbox
            • Radio Button
          • Other selection
          • Entry Field
          • Password
          • Captcha
          • Calendar Date
          • Calendar time
          • Compare Field
          • Countries
          • Email
          • Email Validator
          • Hidden Field
          • File Upload
          • Language Selector
          • Phone Confirmation
          • Signature Pad
          • Slider
          • Constant sum
          • Constant sum total
          • Ranking Field
          • Ranking drag / drop
          • Text label
          • Time Picker
          • Appointment Calendar
      • Pages
        • Page Branching
        • Skip / Hide Logic
        • Conditional Redirection
        • Thanks / End Page
          • Redirection URL
          • Conditional Thanks Message
        • Page Looping
          • Looping Pipes
        • Pages Navigator
      • Multi-Language Forms
        • Setup multi-languages
        • Import / Export
        • Auto-translation
        • Resources
      • Survey Properties
        • Progress Completion
          • Respondent Answers Update
        • Single Question Flow
          • Flow Animation Transitions
        • Privacy
          • Privacy checklist
        • Quotas
        • Kiosk
        • Form Code
        • Survey Security
      • Footer Manager
      • Repeatable Sections
      • Rich Text Editor
        • Rich Attributes
      • Piping
        • Text / Data Piping
        • Carry Forward Answers
      • Preview / Testing
        • Pref-filled answers
      • Form Trashcan
      • Scoring
      • Timer
      • Conditions
        • Condition Groups
        • Conditions Rules
          • Question Conditions
          • Javascript Conditions
      • Geolocation
        • Browser Location
        • IP Address Location
        • Location Reporting
      • Google Analytics
        • Google Analytics Events
    • Flow Logic Graph
      • Page Branching Graph
      • Question Branching Graph
    • Security
      • Security Items
        • Active Directory Security
        • Azure Active Directory Security
        • Auth0 Security
        • Captcha
        • CAS Authentication
        • HTTP Function
          • Azure Function Login Sample
        • Invitation Code
        • IP Protection
        • IP Access Control
        • Local Users Security
        • OpenId Connect
        • Panel Security
          • Panelist Mapping
        • Password
        • Quota Restrictions
        • Tokens
          • Token Generator
            • Individual Entry
            • Automatic Generator
            • CSV File
          • Token Manager
          • Token and Querystring
          • Token Hierarchy / Permissions
        • Referer
        • SQL Security
      • Key Provider
      • Data Attributes
    • Style / Branding
      • Style Library
      • Style Editor
        • Style
          • Header / Footer
          • Header Logo Image
        • Theme
        • Elements
        • CSS
          • CSS Classes
          • CSS Rating Sample
        • Mobile / Responsive Design
        • Custom Font
      • Media Gallery
    • Tasks
      • Task Items
        • Completion Alerts
        • Google Sheet Task
        • SQL Query Task
        • Webhooks
          • Webhooks payload transform
      • Triggers
    • Publish
      • Web Link
      • Offline Survey
        • Uploading respondents
      • Embed Form
      • QR Code
      • Word Format Export
      • Website Intercepts
        • How to implement intercepts
        • Intercept Hosts
        • Intercepts
          • Intercept Properties
          • Intercept Layout
          • Intercept Triggers
          • Multi-Language Intercepts
          • Intercept Display Formats
      • Page
    • Campaigns
      • Information Box
      • Campaign
        • Email Distribution
          • Email List
          • Import Emails
        • Panel Members Distribution
        • Mobile Phone Distribution
          • SMS Distribution
          • WhatsApp Distribution
            • WhatsApp Invitations
            • WhatsApp Conversation
          • Phone Number List
          • Import Phones
        • Invitation Message
          • Invitation Piping Tags
          • Embedding a Question
          • WhatsApp Template
        • Reminders
          • One time reminders
        • Schedules
        • Virtual Campaign
        • Campaign Results
      • Campaign Batches
      • Invitation Templates
      • REST Trigger
    • Respondents
      • Respondent Details
      • Editing Respondent Answers
      • Respondents Status
      • Archived Respondents
      • Actions Links
    • Reporting
      • Default Report
      • Report Builder
        • Report Items
          • Bar Chart
          • Pie Chart
          • Free Text Report
          • Sentiment Index
          • Net Promoter Score®
          • Historical Trends Chart
          • Cross Tabulation
          • Tag Clouds
          • T.U.R.F
          • Ranking Report
          • Constant Sum Report
          • Languages Chart
          • Location Chart
      • Text Reports
        • Sentiment Analysis
      • Report Filters
      • Test Data Generator
      • Historical Trends
      • Files Vault
      • Multi-Language Report
      • Reporting Printing
    • Data Exports / Imports
      • Data Exports
        • Export Jobs
        • CSV / Excel
          • Excel
          • CSV Individual Answers
          • CSV Separated Selection / Fields
          • Questions as Rows
        • SPSS / SAV
        • JSON
        • Aggregated Results
        • Word Respondents
        • Export Templates
      • Data Imports
      • Variables
    • Data Access
    • Activity Log
  • 💬Conversational Surveys
    • Get Conversation Started
    • Conversation Questions
      • Answer Reply
      • Text Reply
      • File Upload
      • NPS
      • CSAT
      • CES
      • Language Reply
    • Conversation Commands
    • WhatsApp Conversations
    • Unifonic Template Message
  • 📖Shared Sessions Surveys
    • Sessions
  • ✨AI Suite
    • AI Generated Survey
    • Smart Questions Generator
    • Smart Answers Suggestions
    • Smart Analysis
    • Smart Columns
      • Smart Columns Properties
      • Smart Works
        • Custom Prompt
        • Translation
        • NPS
        • Sentiment
        • Labels
  • 👪Panels
    • Panel Connectors
      • Built-in Connector
        • Import panelist from CSV
      • Database Connector
    • Panel information
    • Panelists
    • Panel Views
    • Panel Attributes
    • Entry Approvals
    • Panelist Surveys
    • Panel Properties
  • 👤Personal Account
    • Account Settings
    • Developer
      • API Connection Sample
        • Get Survey From API
      • Power Apps / Logic App Flow Integration
        • Connector Setup
        • Connector / Mail Example
      • Zapier.com Connection
  • 🔐Access Control
    • Users
    • Groups
    • Roles
      • Rights
  • 🔑Data Encryption
    • Encryption Setup
      • Transparent Encryption
        • Azure Encryption Setup
        • IIS Encryption Setup
      • PGP Encryption
    • Data Classification
      • Internal
      • Sensitive
      • Restricted
    • Respondent Answers Encryption
    • File Upload Encryption
    • Campaign Encryption
  • 🕸️ Tenants
  • 🚀On-Site Setup
    • Enterprise Edition Installation
      • Docker
        • Filesystem Storage
      • Microsoft Azure
      • Amazon Web Services
        • AWS Elastic Beanstalk
          • AWS EBS / STAND ALONE SQL SERVER
          • AWS EBS / SQL Server
        • Cognito
        • LightSail
      • Microsoft IIS
        • Azure KeyVault
        • Update / Upgrade
      • ZIP Archive
      • Linux (Ubuntu / CentOS)
        • Linux SSL
      • Database Backend
        • Microsoft SQL Server
        • Oracle MySQL
        • MariaDB
        • PostgreSQL
      • WhatsApp Messenging
        • Twilio
        • Unifonic
      • Cluster / Scale out setup
      • Microsoft Entra / Azure AD
        • Entra Setup
        • Register Entra Users
      • Active Directory
        • Active Directory Setup
        • Register Active Directory Users
      • Environment Variable Settings
      • Content Security Policy (CSP)
      • Cross Origins Setup (CORS)
    • System Settings
      • General
      • Mailing Server
        • SMTP Mailing Server
        • IIS SMTP / Exchange Server
        • Postmark
        • Twilio / Sendgrid
        • MailJet
      • Account Security
      • Connections vault
      • AI Suite Provider
        • OpenAI
        • Azure AI
      • Third Party APIs
        • Microsoft
        • IPStack
      • Google
        • Captcha Setup
        • Google Web Font
        • Service Account
      • Azure Entra Settings
      • Active Directory Settings
      • OpenId Connect Settings
      • Mobile Messenging
        • Twilio
        • HTTP SMS Messenging
        • Amazon SNS
        • Unifonic
      • Translations
      • File Storage
      • Bounce Account
    • White-Label
    • Register Trial Copy
    • Upgrades
    • Release Notes
    • Change log
  • 📚Walkthroughs
    • Quick create survey start
    • Translate a survey
    • Rename a survey
    • Restore a deleted survey
    • Invite respondents to a survey
    • Capture value from query string
    • Share a survey with other users
    • Using token in email campaigns
    • Using a campaign with MailChimp
    • Power BI Integration
      • Link data to Power BI
      • Reporting with Power BI
    • Tableau Integration
      • Link data to Tableau
        • Reporting with Tableau
    • Link existing SQL table to a survey
    • Send invitations using an existing SQL Table
    • Export data to Excel
    • Export data to R
    • Zendesk integration
  • ©️ Copyrights / EULA
    • License
    • Copyrights and disclaimers
Powered by GitBook

(c) 2024 Data Illusion Zumbrunn. All rights reserved. Reproduction strictly forbidden.

On this page
  • 🚀 Start new survey
  • ✔️ Add a question
  • ❌ Delete a question
  • ➕ Add static text
  • 👨‍🔧️ Edit a question
  • ✨ Extra answer properties
  • 👋 Edit thank you page
  • 🎨 Edit the Outlook
  • 🎦 Preview/ Test a survey
  • 🏆 Publish survey

Was this helpful?

  1. Walkthroughs

Quick create survey start

PreviousWalkthroughsNextTranslate a survey

Last updated 3 months ago

Was this helpful?

In this walkthrough you will see how to start a survey and how to edit its answers, questions and style.

🚀 Start new survey

  1. Go to the Forms menu in the left top corner

  2. Press New Survey

  3. Label and Create Survey

✔️ Add a question

    1. Click or drag&drop on questions from the menu on the left

    2. Use blue button Add question at the designers page

    3. Select New question in the upper left corner of the question's menu

❌ Delete a question

There are two options to delete a question:

  1. Click "X" in the upper left corner of the questions menu

  2. At the Forms menu point on the question and choose the bin🗑️ icon to delete

You may also press the enter key or delete key to confirm the delete

➕ Add static text

👨‍🔧️ Edit a question

  1. Insert an answer and press enter or use the line below to add new answer to the question

  2. Use equals sign on the right of each answer line to move the answer inside of the question field

  3. Use X on the right of the answer line to delete the answer

You can also change the layout of each question from vertical to horizontal and choose the amount of columns in it.

To do it:

  1. Choose the amount of columns at the Max. horizontal layout columns drop list

✨ Extra answer properties

By using the answer panel you can add an additional widgets to your survey.

  1. Label the Answer field

The Email Validator makes sure that the entered email is valid by sending confirmation unique code on the given email

To make your survey more dynamic you can add an extra logic conditions to it's content. For example, by setting a skip\ hide logic on the answer.

  1. Go to the Properties in the left toolbar of the Answer line

  2. Choose Show from Hide/ Show options on the top

  3. Select a question to set a condition

  4. Select an Answer according to which this condition will work

  5. Close tab by clicking on the designers field. The properties will be applied automatically

👋 Edit thank you page

The thank you page is the final page, that will be displayed to the respondent once the survey is completed. Besides the message you can also add an image, logo or link to make it more informative.

To edit the Thanks page:

  1. Go to the End thanks page at the Forms tab on the left

  2. Or press on the <Page 1> in the right upper corner of the designer page and choose End thanks page from the drop-down list of pages

  3. Edit the text

🎨 Edit the Outlook

In this part you will see how to customize the outlook of your survey by changing colors and adding logo.

To change the theme of a survey:

  1. Go to the Styles in the left vertical menu

  2. And choose Theme from already existing

To customize the theme you have chosen:

  1. Use the Edit function of the clone theme

  1. Select logo from the image library or use an Add/ upload media to add new

  2. You can align the logo by using the alignment toolbar at the style editor

  3. To delete logo click on "X" of the logo input name

  4. Press Update to save the changes in the theme

🎦 Preview/ Test a survey

Preview and testing property allows to see the survey the way it will be seen by respondent and test it to check the errors.

🏆 Publish survey

  1. Copy paste the link on your website or use any tool or media that supports web link URLs to distribute your survey.

You can any time. The name of a survey won't be seen by the respondents.

Choose according to your survey's aim

To

to change their order inside of one question page

Choose option at the Questions tab to add a static text content to a survey

Click on the question text to make

Go to Properties at the

Enable option

Drag&Drop the property from the left menu of the answers tab into the answer column of the question.

Enable the property to make the question mandatory to answer

At the tab click on Add a new skip logic condition

Open the

Or by clicking on the ➕ on the right at the library line

Press on three dots on the right of the theme line to

At the click on logo image url line to add logo to your survey

At the action toolbar of the choose property

Check that the logic and for required questions works

Here you will see how to start using the survey by sending it's to your respondents

At the action toolbar on top of the Form designer go to the property

Copy the unique web link or create a version of it

Check our walkthough to know how to via email

You may download the survey above from the link below and it in your account to try it out.

📚
Rename survey
different questions
Add a question
Html Static Text
Required
Skip/ Hide logic
Styles library
style editor
form designer
Preview/ Test
web link
Publish/ Send
invite respondents
skip/ hide
selection alert
Move questions
editions
edition toolbar
Email Validator
Add new style
create a clone
import
friendly name
180KB
Customer Survey.json
Horizontal layout