Questionnaire Article Management
Questionnaire articles give you the facility to collect content from your website visitors in a structured form and can be used to generate a full user survey,a simple one-question poll or address capture form.
This document describes how to create and manage questionnaire articles.
Related user guides
Two things are required to let you use questionnaires on your site; the first is that the questionnaire article type needs to be enabled for the CMS section that you want it to appear in, and the second is that the front of your site needs to be set up to present the content of your questionnaire article.
These things will happen automatically if the questionnaires are a part of a new project, but if you just want to add an ad-hoc survey or data capture form, then a small amount of set-up will be required.
A questionnaire article consists of four parts:
- Standard content
The features contained within each part of a questionnaire article are outlined below. Like standard articles, questionnaire articles can be duplicated , so the number of times that you'll need to create a questionnaire from scratch can be kept to a minimum.
You can manage all of the standard content of your questionnaire article in exactly the same way as you manage standard article content. Once you have saved your new article you will see the familiar set of management tabs at the top of your page that let you control where, when and how your article is seen.
plus the text areas for intro text and main content.If you require more information about managing the free-form elements of content then please refer to the Standard Article User Guide.
As a minimum, a questionnaire article must contain a headline and one question.
Once on your page, questions can be re-ordered by dragging and dropping them into position. Questions can also be deleted by clicking on the 'delete' (x) symbol in the top right corner of each question name bar.
Questions can also be duplicated by clicking on the 'duplicate' (+) symbol that is next to the 'delete' option.
Once created, all questions can be edited by simply clicking on the question that you want to change.
Each question is added by selecting a question type from the Questionnaire elements section of the article Tools and dragging it into your page.
Although the format of each question type varies according to the information that it needs to collect, there are four parts to a question set-up that are consistent for all question types;
- The Question that you want to ask
- The option to customise the error message that is associated with the question (there are a set of appropriate default messages built in)
- The option to define a Question Name that will be used in the column header of your data download file (the system will replicate the Question as default)
- And the facility to flag a question as optional by switching the Mandatory option to No
For questions that require the respondent to enter data rather than select a box or button, then a range of validation options are available. As a minimum, the field will default to Not empty, but you can improve the quality of your response data by adding validation that is specific to the question that you have asked. The options available are as follows:
Below is an overview of each question type, in the order that they are listed in the Questionnaire elements tools palette.
Text questions are the simplest type of question to create. If you are happy with the default values outlined above then all you need do is add your question text and save.
You do however have the option to change the question format to Free text or Styled text, and add a minimum or maximum character length that you will accept.
Free text adds a scroll box to the input area to allow for longer answers and styled text adds a tool bar so that users can add styles to the text that they add.
Multi choice questions
Multi-choice questions can be displayed in the following styles:
- Drop-down list
Once you have selected the appropriate display format, you can add the answer values that you your respondents to choose between. The Displayed value field is the text that will appear on your web page, whereas the Value will be used as the column heading within the results data. If you do not add a value then the Display value will be used.
You can re-order, add and delete values. You can also choose to present a pre-checked option by checking the Select check-box.
There is a final option on this question type which is Visible: Yes/No. this should be set you Yes in most instances.. the No option is used by web developers to create an action on a page without displaying anything to the user.
Matrix questions require two sets of values that can be presented as either radio buttons or check-boxes.
To add each value set simply add a comma-separated list; Option A, Option B, Option C... When you have completed your list each option will appear as a button that you can re-order, delete or add to.
A password question type will include a function that asks the respondent to confirm their password by entering it a second time. It is advisable to set the minimum and maximum answer length for a password so that you can sure that the password is long enough to be secure but is short enough to be sensible.
Date question types will validate for DD/MM/YYYY
A file question lets respondents upload a file to your website. Selecting Image from the File type option allows you to specify the size of image that you want users to add.
Set questions are simply blocks of pre-defined questions that have been put together to save you time. Once you have dragged a block of questions into your form, then you can edit them as normal.
To create a conditional question you need to first set up the condition. This simply means that you need to have created the multiple choice question that will determine the conditional path.
So for example, if you want the answer to a question such as "Do you own an iPad?" to determine what you ask next, then this question would act as the condition.
The conditional question itself needs to be created on a new page (this does not always mean that front of your website has to have page breaks).
At the top of Page 2 (and all subsequent pages) there is an option to create a Page Condition. To do this simply expand the option and set up the question response that you want in order to trigger the conditional question.
Continuing with our previous example; the answer to the question "Do you own an iPad" can be yes OR no, so we are setting up an OR condition rather than an AND condition.
If our question had been "which of the following do you own - iPad, iPhone, android tablet, android smart phone? Then we may have wanted a conditional question based on a positive answer to iPad AND iPhone.
Next you are prompted to Add Condition, where you will see a list of all multi-choice questions on your form. Select the question you want (Do you own an iPad) and check the response that will trigger the condition (yes).
The final step is to create the conditional question, such as "Is your iPad black or white?).
Use the Thanks tab to add the message that you want to add to the web page that is presented to the user when their form has been successfully submitted.
Email confirmation message
To set up an email confirmation message, your first have to add a question to your questionnaire that collects an email address from your respondents.
This email collection question must be a text question type and the validation must be set to 'email & send'. If you opt for just email validation then the data will be checked to comply with an email format, but no confirmation message will be sent.
As soon as you have created an 'email & send'-validated text question, then you will be able to set up your confirmation message from the Email tab as illustrated below.
If you want to receive a copy of this message so that you are notified whenever anyone completes the form, then simply add your own email address to the Bcc filed.
Publishing a questionnaire
The difference between publishing a standard article and publishing a questionnaire is that once a questionnaire is live, the questions cannot be edited. You can edit the free-flow content areas and you can add new questions to the end of the questionnaire, but you cannot edit or re-order questions.
The purpose of this publishing protocol is to maintain the integrity of any data that has already been collected.
Response data can be accessed via the Questionnaires Results module in the CMS. You can access this module from your Wide Area CMS home page. For more information about accessing response data, read the Downloading Questionnaire Data user guide.
Download the pdf for Questionnaire Article Management