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 Surveys
=======

Updated 2 weeks ago · 9 min read

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Create simple or complex surveys, embed media, and add form-step validation and question-based logic.

A survey can only be created in an existing project.

 *[Click here](/articles/9493440652431-Creating-and-publishing-a-project) for more information about creating and managing projects.*

Create a new survey
-------------------

This section describes how to add a basic survey to your project.

The Civio Engage interface is designed to be as intuitive as possible; start at the top of the screen and fill in fields as you work your way down. Remember to click **Save** to save your work as you go.

![An empty Surveys page, with Surveys traced in pink in the left-hand menu and the + Add survey button traced in pink.](/storage/articles/9493679274383.png)

To create a new survey in a project:

1. Using the top-level menu, navigate to the **Projects** tab.
2. Select the relevant project; this opens your project overview page.
3. In the left-hand menu, under **Participation**, click **Surveys**. This shows all the surveys created for this project.
4. To create a new survey, click **+Add survey**.
5. Add a **Title**. This will be visible on the public-facing page.
6. Click **+Add input** to add a new input type. For a full list of each input type and their functions, see further down this page.
7. Fill out the fields to build your question. Tick **Required** if you want this question to be mandatory.
8. Click **Add input** to save.
9. You can sort your inputs into groups (**Add group**), to visually differentiate complex surveys for participants. You can also use groups to add conditional formatting for your survey. For more information about conditional formatting, see further down this page.
10. In the right-hand side fields, add a **Description** of your survey.
11. Tick **Require account** if you want participants to sign in before providing their responses.
12. Set an **End date** for your survey, either by typing the date into the field, or clicking the calendar icon and choosing the date from the calendar.
13. In **Advanced settings**, you can add a customised submission response message to survey respondents.
14. Once you're finished building your survey, click **Save** at the top of the screen. Add a revision message to describe what you've done.
15. You can preview your question formats in the **Preview** tab of your survey overview page.

![The Create a Form page, with three questions listed on the left, below the Add input, Add group and Add page buttons, and the survey settings on the right.](/storage/articles/9493679278863.png)

Change the question input type
------------------------------

Once you create a question, you can still change it to any of the [survey input types](#survey-input-types):

1. Navigate to the **Survey Edit** tab.
2. Select the question you want to change.
3. In the **Type** dropdown, select the input type you would like the question changed to.
4. Where applicable, the question input fields will remain the same when the input type is changed.
5. Fill in the required fields for the new input type.
6. Click **Done**.

![A survey question set to the Number input type, with the Type field traced in pink.](/storage/articles/9857629377167.png)

*Note: Once the survey has received a submission, the question type will not be able to be changed. This ensures the survey results remain consistent.*

Change the order of survey questions
------------------------------------

To change the order or your survey questions:

1. Navigate to an existing survey and click **Edit**.
2. Hover the cursor over the **three line icon** in front of the question. Your cursor will change into a hand icon.
3. **Drag and drop** the question into the preferred order.
4. Once you're finished, click **Save** at the top of the screen.

![A survey's list of questions with the drag handle on the first question traced in pink.](/storage/articles/9493679280527.png)

Survey pages
------------

You can create a survey with multiple pages to keep it organised and avoiding a long list of questions on a single page.

To add a survey page:

1. Navigate to an existing survey and click **Edit**.
2. Click the **Add Page** button. This will add a page break into your survey.
3. You can add as many page breaks as needed to create a structured, multi-page survey.
4. Once the page break is added, you can drag and drop it to rearrange its position within the survey.
5. To remove a survey page, click on the **delete icon** next to the page break you wish to remove.

![A survey with a page break between its first two questions and the last, the Page 2 handle traced in pink and the Add page button traced in pink.](/storage/articles/9493679281679.png)

Add conditional survey logic
----------------------------

If you have a more complex survey, you may want to add conditional logic to some questions. For example, you may want to show a different follow-up question depending on whether the respondent selected "happy with this service" or "unhappy with this service" in a previous question.

To add conditional logic to your survey:

1. Navigate to an existing survey and click **Edit**, or start creating a new survey.
2. Add a new question by selecting **Add input**, or select the exisiting question you would like to add conditional logic to. *Note: You will need at least two questions for survey logic to work.*
3. Once the survey question box is open, scroll down and click **+Add condition** to add conditional logic.

    1. If more than one condition is added, you can set the **Condition relationship**.

        1. If the option **All conditions must be met (and)** is chosen, then the visibility of the selected survey question depends on whether *all* listed conditions are met.
        2. If the option **At least one condition must be met (or)** is chosen, then the visibility of the selected survey question depends on whether *at least one* of the listed condition is met.
4. In the **If field name** field, select from the dropdown of survey questions. In the **Value** field, manually enter the desired answer (or value) of the selected survey question. If the respondent selects this answer, the condition for this question has been met.
5. Click **Done.**
6. Once you're finished building your survey, click **Save** at the top of the screen.

**Note:** The logic is **case-sensitive**, so ensure the value matches exactly.

![A survey question's Conditional visibility settings, with the If field name and Value fields traced in pink, set to What is your favourite color? and Blue.](/storage/articles/9493679283343.png)

Edit a survey
-------------

To edit an existing survey:

1. Use the top-level menu to navigate to the **Projects** tab.
2. Select the relevant project to open the project overview page.
3. In the left-hand menu, under **Participation**, select **Surveys.** This opens the survey overview page for this project.
4. From this list, scroll to search for the survey you want to edit. Click on the **ellipsis** at the end of the row to show more options. Select **Edit**.
5. Alternatively, click on the survey you want to edit, then click the **Edit** tab.
6. When you're finished editing, click **Done**.

![The Surveys list with the actions menu open on a survey, and Edit traced in pink.](/storage/articles/9493709430543.png)

Duplicate survey input
----------------------

When you create a new survey or edit an existing one, you can duplicate existing survey input.

*Note: You can only duplicate individual survey input, not input groups.*

To duplicate survey input:

1. Use the top-level menu to navigate to the **Projects** tab.
2. Select the relevant project to open your project overview page.
3. In the left-hand menu, under **Participation**, click **Surveys**. This opens the survey overview page for this project.
4. From this list, scroll to search for the survey you want to edit. Click on the **ellipsis** at end of the row to show more options. Click **Edit**.
5. Click on an existing **survey input** (question).
6. Scroll down to the bottom of the field and click on the **ellipsis** next to the Remove button.
7. Select **Duplicate**.
8. A copy of the selected survey input (question) is now created and will appear down the bottom with the title "COPY \[Question title\]".

![A survey question open for editing, with the Duplicate option in the question's menu traced in pink beside the Done and Remove buttons.](/storage/articles/9493709431823.png)

Delete a survey
---------------

You can delete a survey from a project if it's no longer needed, or was created by mistake. This permanently removes the survey and all its content and cannot be undone. Proceed with caution!

*Note: you may not have delete permissions as part of your role. If you have any questions about your permissions, contact your Civio Engage administrator.*

To delete a survey:

1. Use the top-level menu to navigate to the **Projects** tab.
2. Select the relevant project to open your project overview page.
3. In the left-hand menu, under **Participation**, click **Surveys**. This opens the survey overview page for this project.
4. From this list, scroll to search for the survey you want to delete. Click on the **ellipsis** at end of the row to show more options. Click **Delete.**
5. Alternatively, click on the survey you want to edit, then click the **Delete** tab.
6. You'll be prompted with a warning to confirm the action. Click **Yes, Delete this Survey.**
7. Your survey is now deleted.

![The Surveys list with the actions menu open on a survey, and Delete traced in pink.](/storage/articles/9493679285135.png)

Survey length
-------------

The front-end display of a survey box indicates how long is needed to complete a survey. This survey length estimate uses the following formula: 30 seconds per question rounded up to the nearest minute.

![A project page's Forms and submissions section, with two survey cards each showing Takes about 7 minutes traced in pink above a Start button.](/storage/articles/9493709434383.png)

Survey input types
------------------

When adding your survey questions, you have the option to select between different input types such as an email field, checkboxes, etc.

Here is a list of all the available input types:

**Input type****Description**Text short
![A Text short survey question titled Your name, with a single-line text box showing the hint First name is fine.](/storage/articles/9493709435279.png)

This is an open-ended survey question type, with a basic text field. This question type is suitable for short responses.
This field type has a character limit of 255 characters.Text long
![A Text long survey question titled Please clarify your previous answer, with a tall text box.](/storage/articles/9493679286415.png)

This is an open-ended question type, allowing respondents to type their answer into a long text field.
This field type has a character limit of 10.000 characters.Comment text
![A Comment text survey question titled Please clarify your previous answer, with a large comment box.](/storage/articles/9493679288975.png)

This is an open-ended question type, allowing respondents to type their answer into a comment box.
This question type is similar to long text, but provides a more advanced WYSIWYG text input for comments.
This field type has no character limit.Email
![An Email survey question titled Your email, with a text box showing the hint name@example.com.](/storage/articles/9493679289359.png)

Validated email address field.Phone
![A Phone survey question titled Your phone, with an empty text box.](/storage/articles/9493679290127.png)

Validated phone number field.URL
![A URL survey question titled Company url, with the description Provide the url of your company and a box showing www.example.com.](/storage/articles/9493709438351.png)

Validated website URL field.Checkboxes
![A Checkboxes survey question titled Which Checkboxes do you want to check?, with three unticked options.](/storage/articles/9493679291023.png)

Checkboxes are multiple choice questions, and allow respondents to check one or more predefined options.Image

![An Image selection survey question with two picture options, Image 1 selected and Image 2 not selected, each with a radio button beneath it.](/storage/articles/11739636157583.png)

Media selection is an interactive visual input where respondents can choose between single or multi-image selection, enabling feedback on visual scenarios.Rank
![A Rank survey question titled Please Rank the following options in order of preference, with three draggable options.](/storage/articles/9493679291535.png)

A ranking question asks respondents to order a list of options by way of preference. Respondents can easily drag and drop the different options.Radios
![A Radios survey question asking which option best describes your marital status, with the options Single, Widowed, Divorced and Married.](/storage/articles/9493709443215.png)

Radios are single response questions. Respondents will only be able to select one of the pre-defined options.Drop-down
![A Drop-down survey question with the list open, showing Option 1 highlighted, Option 2 and Option 3.](/storage/articles/9493709444879.png)

A drop-down question is an easy way to display a long list of multiple choice answers without overwhelming your respondents. You provide the respondents a scrollable list of answers to choose from.Likert scale
![A Likert scale survey question with two statements, each with a radio button under Strongly Disagree, Disagree, Neither Agree Nor Disagree and Agree.](/storage/articles/9493709445519.png)

Ask a series of questions with radio button responses to indicate the level of agreement with each. Questions and responses are displayed as a grid on desktop, with questions in the left column and response options spanning horizontally. On mobile devices, questions display in a vertical format for optimal readability.Date and time
![A Date and time survey question titled Date and time to book an appointment, with a date and time box showing dd/mm/yyyy.](/storage/articles/9493679293711.png)

Field where respondents enter a validated data and time.Date only
![A Date only survey question titled Your date of birth, with a date box showing dd/mm/yyyy.](/storage/articles/9493679294351.png)

Field where respondents enter a validated date.Time
![A Time survey question titled Preferred time to book an appointment, with a time box and a clock icon.](/storage/articles/9493709446927.png)

Field where respondents enter a validated time.Number input
![A Number input survey question titled Your age, with an empty box.](/storage/articles/9493679295247.png)

Field where respondents can enter a validated numerical response such as postal codes, dollar values, age.Number slider
![A Number slider survey question asking how many times per month people use a product, with the slider handle part-way along and a value of 45.](/storage/articles/9493679296015.png)

The number slider gives the respondent the chance to select a number within a range.Rating
![A Rating survey question titled Please rate your experience, with a row of five empty stars.](/storage/articles/9493709450383.png)

A rating question gives the ability to rate with stars, hearts, or thumbs up.Upload
![An Upload survey question titled Please upload your file here, with a dashed upload box and a list of allowed file types.](/storage/articles/9493679296527.png)

An upload field provides the ability to upload one or more files.
The following file types are allowed: pdf, doc, docx, txt, xls, xlsx, rtf, png, gif, jpg, mp3, m4a.
The upload limit is 20Mb.Image
![An Image upload survey question titled Please upload your image here, with a dashed upload box and the allowed types png, gif and jpg.](/storage/articles/9493679297167.png)

An image field provides the ability to upload one or more images.
The following file types are allowed: png, gif, jpg.
The upload limit is 20Mb.Html

![An Html field in a survey, showing a heading, a line of text with bold and italic words, and a bulleted list with a link and struck-through text.](/storage/articles/9493679297679.png)

This field allows survey editors to freely add a block of text with markup or an image in between the survey questions. 

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