Aplinx Survey Planner

How to

Adding a New Survey

To add a new survey you will need to first enter a Portal within which the survey is to be contained. Select the ADD SURVEY button at the top right of the screen. This will load a screen similar to the one shown below.

Details entered here will appear throughout your Survey. Default details are provided as examples only.

1. You should nominate a Name for the Survey
   • The Survey's name will appear in the Edit Portal screen - helping to identify the survey.
   • This wording will also appear in the Blue title bar at the top of your survey when it is presented to a user.
2. URL Name
   • In the URL example below, the information given here will appear where survey_URL is:
     
     http://your_domain_name.com/clientname/portal_name/survey_URL/
   • URL Names must be unique for every survey you produce in a single Portal. Creating additional Surveys with the same URL Name will not work.
3. Short Description
   • Information provided here is only shown in the Portal screen.
   • If non-admin users have been given access to the Portal (perhaps to take multiple surveys or choose from a selection) then this text should target both admin and world users.
4. Welcome Text
   • Details entered here will appear at the top of your survey on page one. This is ideal when used as either a welcome message, or basic instructions to the user regarding what they should do or can expect while taking the survey.
5. Thanks Text
   • As the name suggests, this section is generally a thank you, presented to users after they have completed the survey. The text entered here will appear on your thank you page, as highlighted in red below.

Each of the Short Description, Welcome Text and Thanks Text areas on this page are contained within a mini Article Editor. In this space, you may enter as much or as little text as required. Formatting of the text, adding links, bullets or indentation may be accomplished by using the Article Editor toolbar above each text area. For more information on use of this toolbar, please refer to Article Editor in this manual.

Select the SAVE button at the bottom of the Admin Panel to create the survey. When successful, a screen similar to the following will appear - the name provided in the SURVEY TITLE text box will appear in the orange bar.

Select OK to return to the Survey Manager screen. The survey just created will be listed below all other surveys in the Manager. It will appear Offline and ready for questions to be created within it. For information on creating questions, please see Understanding Fields & Creating Questions.