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Library Supported Technology: Publishing a Survey

This guide provides instructions and information about the hardware, software and platforms managed by the Library.

Previewing Your Survey

Once your survey is complete and ready for distribution, it's best practice to preview and test it thoroughly prior to publishing.

To preview your survey:Screenshot of the projects page with Preview highlighted.

  1. At the top of the Projects page, click Preview.
  2. A new tab will open with a desktop and mobile view of your survey.
  3. Answer the survey questions as though you are a participant.
    1. Be sure to test all pathways, if applicable.

Some helpful options in Preview Mode:

  1. Restart Survey jumps to the beginning of the preview.
  2. Place Bookmark tags the page you are on, allowing you to skip previously tested questions.
  3. Ignore Validation allows you to skip questions with answer validation, such as character limits in Text Entry questions.

Feedback

If you would like to get feedback from testers before publishing your survey, there are two ways to share with them:

  1. Send a URL from the Preview Survey Page.

Screenshot of the Preview Survey screen with Share Preview highlighted.

  1. Send a QR code for them to scan.

Screenshot of the Share QR code option on the Preview Survey screen.

*Note: Anytime a survey is taken in Preview mode, that data is recorded and available in the Data and Analysis tab at the top of the Projects page. (You can later delete these responses.)


Generating Test Responses

Having test responses can be very useful to check for errors in your survey. If you don't have a significant number of testers available, you may wish to generate "dummy" test responses:

  1. Click the Tools dropdown.
  2. Click Generate Test Responses.

Screenshot of the tool dropdown menu.

  1. In the popup window, enter the number of responses.
  2. Click Generate.

Screenshot of the Generate Test Responses popup window.

*Note: you can view the data generated by these test responses in the Data and Analysis tab.

Publishing Your Survey

Once your survey is tested and ready for distribution, it's time to publish. Publishing activates the project and allows you to send links to participants.

To publish your survey, click Publish on the Projects page.

Screenshot of the Projects page with Publish highlighted.

In the popup window, add an optional description of the survey for your version history, then click Publish.

Screenshot of Publish popup window.

Once your survey is published and activated, the popup will display an anonymous link that you can copy and place where you wish.

Screenshot of activation popup.

Distributing Your Survey

The Distribution section summarizes your survey responses and provides options for how you can distribute your survey. You can find an anonymous link to your survey in this section, as well as its unique QR code.

Screenshot of distribution section.

For distribution options, click Distribute Survey in the upper right corner. From the popup, you can select from email, web, social media, and more. (You can also use the navigation tab on the left to view the same options.)

Screenshot of distribute survey popup.

 

Editing a Published Survey

Once a survey is published, you can still make changes. However, it's important to be aware of the two types of changes:

  • Changes with significant impact on your collected data
  • Changes with little or no impact on your collected data

Changes with significant impact

Once your survey has begun to collect responses, there are certain changes that can greatly affect this data and should be approached with caution.

Change
Impact
Best Practice
Changing Question Type The formats for different questions types differ dramatically. Changing a question type can alter data structure and make response analysis challenging. Hide the unwanted question using Question Randomization in the block: select Advanced Randomization and add the question to Excluded Items. Then add a new question to replace it.
Deleting Answer Choices from a question Even if an answer choice is no longer relevant, deleting it will remove it from the survey editor and you will not be able to use it for historical reporting or data analysis. Hide the unwanted answer choice using Choice Randomization: select Advanced Randomization and add the answer choice to Excluded Items. Then add a new choice to replace it.
Editing Answer Choices in a question As mentioned above, editing an answer choice will remove its history from the survey editor and make data analysis challenging. Hide the unwanted answer choice using Choice Randomization: select Advanced Randomization and add the answer choice to Excluded Items. Then add a new choice to replace it rather than editing.
Deleting Questions If you want to remove a question and no longer need its corresponding data, you can move it to the Trash. The data will no longer be available. If you still need the data, hide the unwanted question using Question Randomization in the block: select Advanced Randomization and add the question to Excluded Items.
Editing Logic Adding, removing or editing Display or Skip Logic will alter what respondents experience and consequently what data is recorded for them. When making changes to logic, always preview and thoroughly test them before publishing.

Changes with little to no impact

Many edits can be made that improve your survey and will not negatively affect your data, including:

  • Adding new questions
  • Change question wording
  • Adding new answer choices to the end of a list
  • Rearranging the order of questions or block
  • Edits to Look and Feel

*Note: any time you make a change to your survey, remember to click Publish again to activate the edits.