Creating a Survey is one of the frist steps in using the RebusCloud suite. A survey is a questionnaire which can be created either from scratch or by copying from existing surveys and templates. In RebusCloud suite, a survey can be built from scratch or from an existing one. In this article, we will outline the steps to create a survey from scratch.
After successfully logging in, user will land on the Create new surveys page. Click on 'Create a new Survey' to build your first survey.
Click on 'New' to build a survey from scratch. Populate Survey Name, Description and other details. Click on 'Done' to create the survey.
Once a survey is successfully created, it will launch in a new window with the below view. The default question type will be a Basic single choice radio button question. There are also numerous different question types to choose from.
We will build the survey basis the below questionnaire:
Questions can be typed or copy-pasted from external sources. Clicking on the text area of a question, attribute or item will enable the text editing mode.
Question 1
For Q1, click on the default single choice question to edit.
Q1 is a screening question, i.e., if any respondent chooses the first option, the survey must terminate. The logic can be implemented by the following steps:
Step 1 - Click on 'Flow Item' and select 'End Survey'.
Step 2 - A 'Survey End' question will be created. Select 'Completed'.
Step 3 - Repeat the above two steps to create 'Survey End 2'. Select 'Terminated' for this.
Step 4 - Click on top of Q1 in the left panel. Go to 'Flow Item' and select 'Skip Point'.
Step 5 - Step 4 will create a 'Jump', whose logic needs to be set. Click on the below to set the logic :
Step 6 - Click on 'Add Rule'
Step 7 - Select the variable type (Survey), question (Q1) and the selected option ('Less than 3 months ago'). Move to 'Jump', select 'SurveyEnd' and 'Survey End 2' (Terminated). 'Set' the logic.
Question 2
For Q2, click on 'Basic' and choose 'NPS' question type.
Question 3
For Q3, click on 'Basic' and select 'Text', 'Multi Line' question type.
In Q3 we need to set (0-6) rating from Q2, and hide the question for others. The following steps will enable them:
Inserting piped text:
Step 1 : Right click on the part of the question, where piped text needs to be inserted.
Step 2 : Hover on 'Insert Piped Text' and 'Question' fields.
Step 3 : Hover on Q2, 'NPS' and select 'Detractor'. Detractors are the respondents who have rated (0-6) in Q2.
Setting Masking logic
Step 1 : Click on 'Masking' and 'Add Rule'. Q3 will be hidden for the set logic.
Step 2 : Select Q2, NPS, 'Any of the following items were selected', 'Passive' (7-8) and 'Promoters' (9-10). 'Set' the logic.
Q3 will finally look like the below:
Question 4
Q4 again is a text type of question, exactly similar to Q3. Follow the above steps to create Q4 also, along with the same masking logic.
Question 5
Click on Basic and select 'Choose One', 'Radio Button' question type.
Edit the question text.
Question 6
Q6 is a simple grid type of a question. Click on 'Grid' and select 'Simple'.
By default, the grid will have only 1 row (attribute) and column (item). Rows and columns can be added/deleted from the right panel.
Edit the question text, attributes and items :
Question 7
Q7 is another simple grid type of question. Follow the steps of Q6 to create Q7.
Question 8
Q8 is a basic single choice question. Follow the steps of Q5 to create Q8.
Question 9
Q9 is a simple grid type of question. Follow the steps of Q6 to create Q9.
Final Survey
The final survey will look like the below:
For more details, refer to Creating a new survey.