Survey Designer Overview

The Survey Designer feature allows you to create new surveys, add/delete content and make changes to existing content.


Accessing the Survey Designer

The survey designer is found under the CONTENT tab of surveys in your organizations. Please see the steps and clip below for more information.

  1. Select the survey you'd like to view. Use the Published Filter or the Search Field along the top to aid in finding the survey (see clip below). You can also create a new survey, see this article for more information.

  2. This open's the survey's INFO tab. Then, click the CONTENT tab located near the top of the page to open the survey designer.

 

Tip: If using a smaller screen, use the Distraction Free view to get a full screen view of the Survey Designer. This can be applied by clicking the box shaped, full size icon in the top right corner of the web page.

 

Note: If you're unable to find a survey that should be in this page, be sure to change the Published Filter to display ALL surveys!


Designer Layout

The Survey Designer is made up of two main parts:

  1. Survey page
  2. Controls bar


Note: Smaller screens/windows will change the locations of the controls bar, as shown below.



  1. Move back and forth by one page by clicking the next and back buttons in the control panel. 
  2. Jump to a specific page by clicking on the page number button found between the next and back buttons.


Survey Preview (Essentials)

Survey content can be previewed in it's entirety as a single web page which can be printed or saved as a PDF file. For information on saving and printing this preview, please view our more in-depth article Survey Preview.


  1. Click the PREVIEW button to open the full survey preview in a new web page tab. 


NOTE: If changes have been made to the survey, those will need to be saved before they can be previewed. If not, the PREVIEW button will not be available.


Saving Changes, Versioning & Published Status (Essentials)

Once a change is made to your survey, you will have the option to save a new 'version' of the survey. This allows a person to make several changes to a survey before finalizing those changes and creating a new version. Past versions of your survey can be viewed, previewed and re-published. 


IMPORTANT: If multiple users are editing a survey at the same time, you may be unable to save your changes if another user has saved a newer version of the survey than the one you are currently editing.


  1. When changes are made, the PREVIEW button in the Controls Bar will become a pink SAVE button. Click this button to save your new changes. 
  2. This creates a new, unpublished version of your survey. 
  3. If you want this new version (and the new changes it contains) to appear in actual survey sessions, you will need to publish your survey. Please see our article on this here.


Note: If you want this new version, and the new changes it contains, to appear in actual survey sessions, you will need to publish your survey. Please see our article on how to do this here.


Survey Pages (Essentials)

Every survey is made up of at least 3 pages where all survey questions and text content are located and can be added or removed from. 


Page Types

There are 3 types of pages that exist in every survey:

  • SURVEY START page: After a survey is created, the first page, named 'SURVEY_START' by default, is automatically created. This page is required in surveys so it cannot be deleted or moved. Only text items, which can contain text or images, can be added to this page. This is the first page that survey respondents view when accessing a survey so it is also known as the 'Landing' page of the survey.
  • SURVEY END page: Like the Survey Start Page, the last page of a survey, named 'Survey_End' by default, is created automatically for all surveys. This page is required so it cannot be deleted or moved. Only text or images can be added to this page, no survey questions. This page is displayed to survey responders after they submit their responses.
  • Content pages: In addition to the Start and End pages, a content page located between the two of them is automatically created for all surveys. This content page can contain text and question items, shown below. Any new pages created will be content pages as well, that can contain text and question items. These pages can all be rearranged and deleted, however, there must always be at least one Content page in a survey.


Adding a new page

  1.  You will be prompted to name the page. This can be anything you'd like, it will not be displayed to students and can be edited at any time. Type the desired name and click 'save'. 


Don't forget to save your changes periodically and definitely do so before you close out of the survey designer so that your changes are not lost! See the section on Saving here.


Rename a Page

All survey pages a can be renamed, including the Start end End pages.

  1. Navigate to the page you would like to rename and click on the three dot menu in the top right corner of the page. 
  2.  Click Rename Page in the menu that appears. This opens the Rename Page window. 
  3. Edit the page name and click SAVE. 


Don't forget to save your changes periodically and definitely do so before you close out of the survey designer so that your changes are not lost! See the section on Saving here.


Reordering Pages

Survey Content Pages can be reordered but the first and last page of the survey cannot be moved to a different location. 


Note: Conditional page or item logic (used to hide/show survey items) can prevent certain pages from being put in front of others.
  1. Navigate to the page you would like to rename and click on the three dot menu in the top right corner of the page. 
  2.   Click Reorder in the menu that appears which opens the Reorder Page window. 
  3. Click and hold on the page you'd like to move. Then drag and drop it to the desired location. The blue star indicates the page that you are currently on. When you're done reordering, click CLOSE.


Don't forget to save your changes periodically and definitely do so before you close out of the survey designer so that your changes are not lost! See the section on Saving here.


Remove a Page

Survey Content Pages can be removed but the first and last page of the survey cannot be removed but the content on them can be. 

Note: If there are items in this page that are referenced in other pages or in survey calculations, you will need to remove those other references before deleting the page.


  1. Navigate to the page you would like to remove and click on the three dot menu in the top right corner of the page. 
  2.   Click Remove Page in the menu that appears. This opens the Remove Page window. 
  3. Click REMOVE to delete the page from the survey. 


Don't forget to save your changes periodically and definitely do so before you close out of the survey designer so that your changes are not lost! See the section on Saving here.


Advanced Page Options

There are additional page functions that are explored in our Survey Designer Advanced article (coming soon):

  • Page Condition: Used to conditionally display pages of a survey based on previous survey responses or case information (i.e. referral type/source).
  • Copy Page: Used to copy a page and all of it's item from one survey to another survey within your organization.


Survey Content (Essentials)

Content Item Types

There are 5 main types of survey items (which will be explained in detail in the next section):


Text/HTMLThis is where content you'd like to have displayed that isn't necessarily directly related to an actual survey question. This content can include text, images and imbedded videos from YouTube or Vimeo.
Input itemsThis survey question type allows for 3 different types of input: text, number and date.
True/False This question format allows for a dichotomous selection where the two options are presented in button format.
Select One/ManyThis question format allows for the student to select either one or more than one option from a list of different options.
Array itemsThis survey question type allows for multiple questions to be asked that offer the same response options in a grid format. These question types can include input items, true/false options and Select One/Many options.


Text Items

Text items are pieces of content in Impact that do not contain interactive options (like a survey question) or dynamic results (like a report chart). These text items are used in several locations in Impact: Message Templates, Surveys and Reports. Editing these items will be the same regardless of where it is located but the saving/publishing aspect will be different.


Editing Text Items

  1. Navigate to the text item you would like to edit. 
  2. Click the vertical ellipse in the top right corner of the text item. 
  3. Click Edit Item to enter the editing mode of the item (the outline of the item will turn blue). To exit this mode without making changes, click the fuchsia icon in the top right corner. 
  4. Make edit to the text like in a standard text editor. To make formatting changes, highlight the text you'd like to update and then select the formatting option along the top of the editing window. 
  5. Additional content can be added to a text item:
    1. Add a hyperlink that can open in a new window.
    2. Insert a picture from your computer or from a URL.
    3. Embed a YouTube or Vimeo video.
    4. Add an icon.
    5. Insert a data token that can insert a range of case, survey and/or class information.
    6. Apply conditional show logic.
    7. Insert a customizable table. 
  6. Once edits have been completed on the text item, click the blue save checkmark in the top right hand corner. 
  7. The location of this text item determines the final step:
    1. In a Survey: To save these changes (and any other you've made) to this survey, click the pink SAVE button located along the top or right of the survey content. This will preserve these changes if you leave the survey designer. To make these changes appear in a live survey session, this saved version of the survey will need to be published. Please see our article on Publishing & Versioning
    2. In a Report: The same final SAVE step is required to preserve this change as in the Survey instructions above and publishing will be needed for these changes to be reflected in a populated report.
    3. In a Message Template: No additional action is required. These saved changes will be reflected immediately in notifications sent out that use this message template from this point forward.


This section is under development and will be updated soon! Please reach out via email or submit a ticket if you have immediate questions about this.