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.
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.
For Q2, click on 'Basic' and choose 'NPS' question type.
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:
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.
Click on Basic and select 'Choose One', 'Radio Button' question type.
Edit the question text.
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 :
Q7 is another simple grid type of question. Follow the steps of Q6 to create Q7.
Q8 is a basic single choice question. Follow the steps of Q5 to create Q8.
Q9 is a simple grid type of question. Follow the steps of Q6 to create Q9.
The final survey will look like the below:
For more details, refer to Creating a new survey.