Questions and Pages

This is where you build the content of your survey, adding pages, questions, and logic to create the experience you want for respondents.

Overview

To start building your survey, go to the Survey Dashboard and click Edit Survey Questions and Pages.

Any changes you make are not saved or published until you click Save. Remember to save regularly so you do not lose your work.

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Pages

When you create a new survey it comes with the following default pages:

Introduction Page is shown before the first question page. Use it to explain what the survey is about, how long it will take, when it closes, and who to contact with questions. If you leave the Introduction Page empty it will not be shown to respondents.

Question pages are where you add your questions. You can create as many question pages as you need, but your survey will by default come with one question page.

Thank You page is shown once a respondent completes the survey.

Inactive page is shown if someone tries to access the survey after it has closed.

The drop down of default pages that come with a survey.

Use the page navigator dropdown and arrows to switch between pages. Click Options on any page to name it, randomise the order questions appear, set all questions on the page as mandatory or optional, configure a custom mandatory message, and set the layout mode for questions on that page.

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Adding Questions

Add questions to a page using the Add Question dropdown. Questions are added with default settings and can then be edited using the properties icon to the right of each question. You can drag questions up and down to reorder them.

The different types of questions that can be added via the Add Question drop down

The available question types are:

Simple questions include single line text, paragraph text, email address, mobile number, date, date and time, decimal number, and whole number. Each has appropriate validation built in.

Selection questions include radio buttons for single select, checkboxes for multi-select, dropdown, rating scale, slider, and Net Promoter Score. NPS always uses a 0 to 10 scale and automatically categorises responses into detractors, neutrals, and promoters in reporting.

Advanced questions include rating group, ranking group, block of text fields, and spreadsheet. These are more complex question types suited to structured feedback.

Selection questions also support Other and Don't Know options. Other shows respondents a free text box. Don't Know is automatically exclusive, meaning selecting it clears any other selections. You can add multiple exclusive options and rename them as needed.

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Editing Questions

Click the Edit (pencil) icon to the right of any question to edit it. Options vary depending on the question type.

Give each question a name to make it easier to reference when building logic or inserting merge fields.

For selection questions, you can set a Display Text (what respondents see on the form) and a Response Value (what is stored in the database and downloaded in exports). These can be different if needed.

An example of the question properties that can be configured.

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Question Piping

For questions that allow multiple selections, you can pipe the selected answers into a question on a later page. Only the options the respondent selected will appear in the piped question. If no options were selected the piped question will not be displayed.

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Merging Fields

You can merge responses from previously answered questions into later questions or page introductions using the Insert Merge Field icon. If the question was not answered, nothing will appear to the respondent.

If your survey is deployed via a UbiQuity email, you can also merge in database fields and responses from previously completed surveys.

Use the highlighted button to insert merge fields.

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Inserting Links

Use the Insert UbiQuity Link function to add links to other surveys, forms, or events within your survey content. Useful additions include a link back to the respondent's survey response on the Thank You page, a Subscribe Form for anonymous respondents to register into your database, or an Update Form for contacts who arrived via a UbiQuity email.

Use the highlighted button to insert UbiQuity links.

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Deleting Questions

If you delete a question, all responses to that question will also be deleted. If you want to keep the data but hide the question from future respondents, edit the question and set it to hidden instead. UbiQuity recommends finalising your survey before it goes live to avoid making structural changes while people are responding.