Resources for new IntelliSurvey users (r9)

Welcome to IntelliSurvey! 

This article will provide new users like yourself with the necessary documentation to get started with our software. Below, you'll find a curated list of articles covering essential tasks such as logging in, navigating our user interface (UI), managing surveys, generating reports, and mastering our survey programming language (SPL). Additionally, we've included links to our growing video library, so we suggest bookmarking this page and checking back periodically for new video additions.

If you have any questions about using our software or the documentation, you can contact a Support agent by clicking "Submit a request" at the top of any documentation page, using the Help modal below, or emailing help@intellisurvey.com.

Onboarding and training videos

For a list of current onboarding and training videos to help you familiarize yourself with our software, see Video guides for r9/IS Pro. We are actively creating and adding more videos to this page. We suggest bookmarking it and revisiting it often. 

Learning the IntelliSurvey user interface

If you're new to the IntelliSurvey user interface (UI), we recommend familiarizing yourself with the following articles:

IntelliSurvey quick start guide

The IntelliSurvey quick start guide offers a comprehensive walkthrough of a typical survey's lifecycle, covering everything from survey creation and testing to data collection, quota and panel management, and report generation. While it provides an overview, the article also includes links to more detailed resources for further reading on each topic.

Getting started series

The "Getting Started" articles serve as introductory guides for new users, providing overviews of fundamental topics so that you can quickly grasp how to navigate our UI and begin performing the tasks necessary to run your survey.

• Getting started on the IntelliSurvey platform — This article is tailored for first-time users, offering guidance on logging in and navigating our platform effectively.
• Getting started with reports — Learn how to create, access, and export reports, along with a summary of commonly used report types. Each report type links to more extensive articles on the topic.
• SPL editor overview — This is where you begin in the three-part series, starting with an overview of the Editor applet and the survey editor used for programming in SPL.
• Getting started with IntelliBuilder — This article is the first in a series, which provides an overview of the IntelliBuilder mode's features and UI. 

Additional introductory articles

Understanding respondent statuses is a great article to read when you are running your first project and have live data coming in. For instance, you can quickly see all respondent statuses aggregated in a bar chart for a given survey's data set in the Status tile in the Fielding Overview applet, as well as in various reports.

Also, check out the Reporting guide for a full, bulleted list of articles related to creating reports, different report types, and additional resources related to your deliverables and analyses.

Learning how to program your survey

Here are some suggested articles for learning how to create surveys in the IntelliSurvey platform, whether using the survey editor with SPL or the drag-and-drop editor interface, IntelliBuilder (IB):

General survey programming

The Getting started with survey programming article offers an overview of how to program and test a survey. It provides information on programming in SPL in the Editor applet or in building your survey in IB, which uses a graphic interface to program surveys. No prior knowledge of our SPL is required to use IB.

If you're a fan of using keyboard shortcuts, we recommend checking out our Keyboard shortcuts article for a list of shortcuts you can use within the survey editor.

Programming with IB

After reading Getting started with IntelliBuilder for an overview of the IB interface, the following articles will help you learn how to create and edit your survey in IB mode. 

• Survey elements overview for IntelliBuilder — This article provides an introduction to the various survey elements you can create in IB.
• Creating survey elements with IntelliBuilder — General steps for creating survey elements in IB can be found here.
• Additional survey elements and features for IntelliBuilder — Survey elements and features that may require steps not covered in our "Creating survey elements" article are covered here. (Coming soon.)
• Conditioned survey elements and features for IntelliBuilder — This article explains how to create condition logic to use at the question level (as a property) or option level (as an attribute), and provides an overview of the survey elements that often include them. (Coming soon.)
• Creating and applying survey templates in IntelliBuilder – Survey templates offer programmers the ability to create a new survey from the template, copying its source code and many of its associated resources such as sheets, image files, deliverables, and data cuts. This article provides an overview of how to use survey templates in IB.
• Editing surveys with IntelliBuilder — The different ways users can edit survey elements created in IB are covered here.

Introduction to IntelliSurvey's SPL

Once you've gone through the SPL editor overview article, if you're ready to add and edit your content, proceed to Creating and editing surveys with SPL. For those ready to submit and publish their survey, read Submitting and publishing SPL content.

Also, the following articles will help you learn the basics of our SPL, as well as the terminology IntelliSurvey uses when describing it. 

• Widgets — This article provides an introduction to widgets, the standalone elements that make up the content within your survey. They include both respondent-facing (visible) content such as questions, tables, and text, in addition to a survey's hidden content such as lists, default settings, and quotas. 
• Questions and variables — In this article we'll explore the basic components all questions include, and you'll learn about the difference between the two main question types, open-ended and closed-ended questions.
• Question types overview — The following article provides an introductory look at common question types and the tags used to create them. It covers both open-ended and closed-ended questions, and uses inline options and standalone list options (a.k.a., setlists) in several examples.
• Table types overview — This is the "sister article" to "Question types overview." It explains the common table types and the tags used to create them, along with various examples. 
• Lists overview — This article describes the several ways to create sets of elements when building your survey and explains the terminology we use. You'll also learn about the pros and cons of each method. 
• Hidden questions (variables) — This article is for learning about the hidden questions types that respondents do not see on screen, such as quotas. You can review each one and follow their respective links for examples and further explanation as needed.
• Tags — This page is a compilation of most of the tags used in our SPL on a daily basis. You can look around and potentially find some good solutions here. Note, this article is constantly evolving, so you may wish to follow it for future updates. 

Finding help

If you ever need a hand, we are here to help. There are multiple ways to seek assistance. First, for more detailed information on a given feature, you can review the documentation on our software in the Help Center. Our "help docs" provide information on how to perform various tasks in our UI and program surveys using our proprietary survey programming language (SPL). 

If you need to access our documentation, there are two ways to do so: 

• by navigating to our documentation home page at help.intellisurvey.com, or
• by clicking the ? icon in the global header while in our platform.

See Accessing documentation for an in-depth review of the Help Center.

While in the Help Center, you can access our support chat via the Help icon at the bottom right of the screen. The chat will allow you to ask questions about documentation, leave a message for Support, or speak directly to a Support agent during our support hours.

See Contacting Support for more information on chat support.

Lastly, you can email your questions to help@intellisurvey.com. Please include your survey link and all relevant information in the email. Average response time is within an hour during the hours of 9am to 5pm Pacific Time (GMT-7).