Survey Content Overview

Text Items

Question Items

Feedback Items

Adding a New Survey Item

Editing a New or Existing Survey Item

Removing a Survey Item

Moving a Survey Item

Copy a Survey Item

Apply Conditional Visibility (Show Logic) to a Survey Item

Survey Content Overview

Now that you're familiar with the survey designer after reviewing Survey Design 101: Navigation & Pages, let's explore the different content that can be added to a survey. 

There are 3 main types of survey items:

Text Items

Text items are pieces of content in Impact that do not contain interactive options (like a survey question) but include text, hyperlinks, images, embedded videos, tables and more. These items can reference responses from previous questions using data tokens and they can also be used to insert Feedback items (see below) into tables for more compact formatting.

Recommendation: Add text items on the first page of your survey to prepare your participant for the survey content and on the last page to acknowledge their submissions and, if applicable, include next steps.

Questions

Add these items when you'd like to ask your survey participant a question or gather information from them.

There are 4 types of survey questions you can add:

• Input items
• Selection items
• Array/Matrix
• Intake items

Input Items

These are questions where participants enter in varying types of content: Text, Numbers, Dates or Signature.

Selection items

These items will have participants select their responses: Select One, Select Many, True/False, Item Ranking. 

Array/Matrix

This item is used when multiple questions share the same response options or fields of entry. These include: Select One, Select Many, Number entry, Date entry, and Text entry.

Intake Items

These are items used in Case Creating intake surveys that allow for more streamlined access for cases into the Impact Portal for class registration. As these are a bit more advanced items, we'd recommend reaching out to us to get that set up for you. Submit a ticket here or email us at support@firstlightweb.com.

Note: Intake items can only be used by organizations currently using Single Sign On (SSO).

Feedback

Feedback items are used to display responses from earlier in the survey back to the survey participant. Previously, these feedback items were only available in Feedback Reports in Impact. 

There are 2 types of feedback options available:

• Charts
• Tables

Charts

These include a variety of bar, pie, graph and wheel charts. Some of these are specific for blood alcohol content (BAC) results and to use with your organizations normative data on drinking or some other data set. Other charts can be used with whatever numeric survey responses or calculations from previous survey questions.

Tables

Tables are a handy way to arrange student's selected responses in either a colorful matrix format or an optionally colorful table format. 

Adding a New Survey Item

1. Navigate to the page you would like to add the content to.
2. On the Content tab of the survey, click the blue + NEW CONTENT button in the Tool Bar (located to the right or along the top of your window). This opens the 'Add Content' window.
3. Select the item type you'd like to add from along the top of the window: Text, Questions, or Feedback.
4. Then on the specific item you would like to add either click, hold and drag the item to the survey page or click once to add it to the end of the survey page.
5. You will then be prompted to name the item. We recommend naming it something short but clear/explanatory as this value will be referenced in other areas.
6. Then click Save.
7. Your new survey item will now appear on the survey page with an example format already set up.
8. To get this item set up how you would like it to be, click the three dot menu in the top right of the item and click 'Edit Item'. The next steps will vary based on the item type and will be explained in the Editing a New or Existing Survey Item section below.

Editing a New or Existing Survey Item

The method to set up a new survey item or editing an existing one will vary based on the survey question type:

• Text Items
• Input Items
• Selection Items
• Array/Matrix Items
• Charts
• Tables

Warning: Save your changes to the entire survey before leaving the survey designer or your changes will be lost.  Please see  Saving Surveys, Versioning & Publishing for more information.

Text Items

1. Click the three dot menu in the top right of the item and select 'Edit Item'.
2. Make your desired changes using the text entry menu along the top. More details can be found in our solution article Editing Text Items.
3. When done, click the blue check mark in the top right of the item to finalize your changes. Note: Before leaving the survey designer, be sure to save the entire survey template. Please see Saving Surveys, Versioning & Publishing for more info.

Input Items

1. Click the three dot menu in the top right of the item and select 'Edit Item'.
2. Click on Label to make changes to the survey question text. This opens the Item Label window where you can make changes to the displayed question text and an option description. Click Save when completed.
3. To change how the question will be displayed, click Display. These options vary based on what type of input item it is. Click Save when completed.
4. Finally, to make a survey question required, click on Validation, check the 'Required' checkbox there, and click Save. More validation can be applied to questions typically but this will be explored in a more in depth solution article.
5. When done with all your changes, click the blue check mark in the top right of the item. Note: Before leaving the survey designer, be sure to save the entire survey template. Please see Saving Surveys, Versioning & Publishing for more info.

Selection Items

1. Click the three dot menu in the top right of the item and select 'Edit Item'.
2. Click on Label to make changes to the survey question text. This opens the Item Label window where you can make changes to the displayed question text and an option description. Click Save when completed.
3. Select Options to add the options that are available to pick from. This opens the Manage Options window. 
   1. Edit the existing options by clicking into the 'Label' and 'Value' fields. The 'label' of the option will be what is displayed to the participant and the 'Value' is what is used in calculations and data analysis later.
   2. Add another option by scrolling to the bottom of the existing options and clicking + Option.
   3. Rearrange the options by clicking into the outer edge of the option and dragging it to the desired location.
   4. Remove an option by clicking Remove beneath the item to remove.
   5. If one or more options should be used to collect more input, check the 'Collect Other Input' check box beneath that item.
   6. Click Save to update the selection options or Cancel to discard your changes.
4. To change how the question will be displayed, click Display. These options vary based on what type of input item it is. Click Save when completed.
5. To make a survey question required, click on Validation, check the 'Required' checkbox there, and click Save.
6. When done with all your changes, click the blue check mark in the top right of the item to save these changes to the item. Note: Before leaving the survey designer, be sure to save the entire survey template. Please see Saving Surveys, Versioning & Publishing for more info.

Array/Matrix Items

1. Click the three dot menu in the top right of the item and select 'Edit Item'.
2. Click on Label to make changes to the survey question text that appears along the top of the array. This opens the Item Label window where you can make changes to the displayed question text and an option description. Click Save when completed.
3. To change the response column text, click Columns.
   1. Edit the existing column options by clicking into the 'Label' and 'Value' fields. The 'label' of the option will be what is displayed to the participant and the 'Value' is what is used in calculations and data analysis later.
   2. Add another column by scrolling to the bottom of the existing options and clicking + Option.
   3. Rearrange the options by clicking into the outer edit of the option and dragging it to the desired location.
   4. Remove an option by clicking Remove beneath the item to remove.
   5. For Selection Arrays only: If these column response options should be linked to a numeric value, check the 'Use Numeric (Integers) Values' option along the top. Then enter in the corresponding numeric options for each column.
   6. Click Save to update the selection options or Cancel to discard your changes
4. To remove question rows, click on the three dot menu in the far left of the row and select Remove Row.
5. To add a new question row, click on the + Row at the bottom of the item. This opens the New Question Row window.
   1. Enter the Variable name of the question. This wont be displayed to the participant but will be used in conditional logic or calculations. Note: This value cannot be changed once saved.
   2. Enter the label of the question which will be what is displayed as the question text to the participant within this row.
   3. Optionally add a description to this question row.
   4. When complete, click Save. 
   5. Once familiar with these fields, use the bulk entry option by clicking 'Use bulk row entry' along the top of the New Question Row window. Then follow the instructions to add rows in a quicker fashion.
6. To edit the label or description of a row, click on the three dot menu in the far left of the row and click Labels. Note: The variable name of a row cannot be changed but know that it will not be displayed to students.
   1. Edit the fields as you see fit.
   2. To edit more question rows without exiting the window, check the 'Next row on save' checkbox at the bottom of the window.
   3. When complete, click Save. If you checked the box from step 2 above, you will be directed to the next row.
7. To make a question row required, click on the three dot menu in the far left of the row and click Validation.
   1. Check the 'Required' checkbox that appears in the Item Validation window. More validation can be applied to questions typically but this will be explored in a more in depth solution article. 
   2. To apply validation to more question rows without exiting the window, check the 'Next row on save' checkbox at the bottom of the window.
   3. When complete, click Save. If you checked the box from step 2 above, you will be directed to the next row.
8. To conditionally display a question row, click on the three dot menu in the far left of the row and click Row Condition.
   1. Enter the variable that should be true to display the row. More information on these types of variables will be explored in a more in depth solution article.
   2. To conditionally display more question rows without exiting the window, check the 'Next row on save' checkbox at the bottom of the window.
   3. When complete, click Save. If you checked the box from step 2 above, you will be directed to the next row.
9. When done with all your changes, click the blue check mark in the top right of the item to save these changes to the item. Note: Before leaving the survey designer, be sure to save the entire survey template. Please see Saving Surveys, Versioning & Publishing for more info.

Charts

1. Click the three dot menu in the top right of the item and select 'Edit Item'. This opens the Confirm Chart window.
2. Make updates to the fields in the Chart section that are displayed. These fields will vary based on the type of chart. For more detailed information on this, please reach out to our support team for a demo by submitting a ticket.
3. Under the Data section, you can edit the name of the data set and the data options included by following the steps below. This does not apply to Normative Charts. Please contact support@firstlightweb.com for help with setting up charts of this type.
   1. Edit the existing data points by clicking into the different data point fields available. 'Variable' will often be a dynamic value from a previous response or survey calculation. The 'Value' is only used in previews within the survey designer.
   2. Change the color associated with the data point by click the rectangular icon beneath 'Color' and use the color selector to make your choice.
   3. Add another data point by scrolling to the bottom of the existing options and clicking + Data Point.
   4. Rearrange the data point by clicking into the outer edit of the option and dragging it to the desired location.
   5. Remove a data point by clicking Remove beneath the item to remove.
   6. Click Save to update chart or Cancel to discard your changes.
4. When done with all your changes, click the blue check mark in the top right of the item to save these changes to the item. Note: Before leaving the survey designer, be sure to save the entire survey template. Please see Saving Surveys, Versioning & Publishing for more info.

Tables

1. Click the three dot menu in the top right of the item and select 'Edit Item'. 
2. Click Input Variable and enter in the survey answer you would like to fill in this table. Use this format: ANS.QUESTION VARIABLE NAME. Then click Save.
3. Click Columns to edit what is displayed by default. Don't remove the values of columns as that is how the system aligns the participants responses within the table.
4. When done with all your changes, click the blue check mark in the top right of the item to save these changes to the item. Note: Before leaving the survey designer, be sure to save the entire survey template. Please see Saving Surveys, Versioning & Publishing for more info.

Removing a Survey Item

1. Click the three dot menu in the top right of the item and click Remove Item.
2. Then click the 'Confirm Remove?' option that appears to remove it.

Moving a Survey Item

To move a survey item within a page: 

1. Click and hold the horizontal two bar icon, shown below, in the top right of the item. 
2. Then drag the item where you would like it to go.

To move a survey item to a different page:

1. Click the three dot menu in the top right of the item and click 'Move to Page'.
2. Select the page you would like to move the item to. Note that the page the item is currently on is indicated by a blue star. 
3. Then click Confirm.

Copy a Survey Item

1. Click the three dot menu in the top right of the item and click Copy. This opens the Copy Item window.
2. In the 'Name' field, enter a short but clear name for the item. This will be used in conditional logic and calculations. Note: This name cannot be edited once saved.
3. Click Save.

Apply Conditional Visibility (Show Logic) to a Survey Item

1. Click the three dot menu in the top right of the item and click 'Item Visibility'. This opens the Item Condition window.
2. Enter a variable that needs to be true in order for the item to be shown into the entry field. This variable can be a previous survey response (use the prefix ANS.), a case characteristic if the survey is Invite Only (use CASE.), a survey calculation (use CALC.) or something else. Please reach out and submit a support ticket if you would like help with these variables!
3. Click Save. A fuchsia colored eye icon will now appear in the top right corner of the item. Hovering over the icon will display what condition has been applied.  
4. Remove conditional visibility by repeating step 1 above, clicking the 'x' icon at the beginning of the grey variable token and click Save.

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