Version Notice: This article covers features in our r9/IS Pro platform. If you're looking for information on this topic related to r8, see Creating a new survey.
New surveys are created from the Survey Navigator screen. A survey ID and description will need to be provided, along with a few other options detailed below.
Logging in and navigation
Once you have logged into the IntelliSurvey platform, a new survey can be created from the Survey Navigator screen. Note, if you opened the platform with a direct link to a specific survey instead, you can find the Back To Surveys link in the upper-left portion of the screen to access the Survey Navigator.
Steps to create a survey
To create a survey, click the New Survey button on the Survey Navigator screen. Only system roles of Survey Creator+ will see this option.
This launches the Create Survey applet.
The first field is the ID. The ID is the actual file name of the survey and will appear in the URL when the respondent accesses the survey. The pre-filled ID is only a suggestion and can be edited. IDs should be all lowercase and cannot contain spaces or special characters, though underscores are permitted. Once the survey is created, the ID cannot be edited again.
The following settings are located on this screen.
| Option | Description |
|---|---|
| ID |
The file name of the survey, also known as the Survey ID (SID). It should be all lower-case and cannot contain spaces or special characters, though underscores are allowed. Unless specifically requested, it is best practice to exclude the client name and anything alluding to the client from the ID. |
| Survey Description |
A short title or phrase whose purpose is to help survey administrators identify the survey. This information does not appear in the survey to respondents, but it is displayed throughout the admin UI and is visible to all users. If external vendors have access to the survey, it is best practice to exclude the client's name from the ID and description. |
| Theme | The survey's display theme. This field defaults to Flex. For more information on themes, see Themes. |
| Primary Country | The primary country for the survey, stored in the survey data in the system variable base_country. This field defaults to United States.
|
| Language(s) |
The language(s) that will be used for the selected country. All respondent-facing system messages and navigation buttons will appear in the selected language. This field defaults to English (U.S.). Multiple languages may be selected for a single country. The primary language is the language the survey should be programmed in before it is translated. The first language selected for the Primary Country is automatically designated as the primary language. To change the primary language, click the Each combination of country and language will be added to the Available Languages list in the Translations applet. |
| Add Country |
Click this button to add additional countries where the survey will be fielded. At least one language must be selected for each country. |
| Create survey via | The method for creating the survey content. Options are Survey Programming Language (SPL) or IntelliBuilder. |
Survey Programming Language (SPL) vs. IntelliBuilder
Selecting Survey Programming Language (SPL) opens the Edit applet in a code editor, allowing users to directly program a survey in IntelliSurvey's SPL. This is an advanced method and likely the best choice for a Survey Programmer (SP).
Selecting IntelliBuilder opens our front-end graphical editing tool, IntelliBuilder (a.k.a., IB). This allows you to access, create, review, and edit content without accessing or knowing the survey source code. This is a collaborative method and is the best choice for new users who are less experienced or unfamiliar with our SPL.
Note this selection is not a permanent choice. Users with the appropriate permissions can switch between the two methods as much as needed via the Editor Mode button (see images below).
After filling in all required fields, click the Create button.
Creating survey content
Once the survey is created, you will be taken to the Edit applet. The Editor Mode will either be set to SPL or IntelliBuilder, depending on the mode selected when creating the survey.
The SPL (Survey Programming Language) editor mode allows SPs to program directly in the editor, or cut and paste content from other sources. To learn more about creating content and editing via SPL, see Creating and editing surveys with SPL.
The IntelliBuilder editor mode allows you to use the IntelliBuilder graphical interface to create survey content. To learn more about creating content with IB, see Creating survey elements with IntelliBuilder (coming soon).
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