How-to Guides
The How-to Guides section is goal-oriented. These guides are essentially recipes that provide practical, step-by-step directions to help you solve specific, real-world problems.
If you already understand the basics of the platform and find yourself asking "How do I...?", this is where you will find your answer.
1. Creating & Editing
Fundamental tasks for building your survey and forms, including adding questions, using tooltips, and Markdown formatting.
Survey & Form Management
- How to create a new survey
- How to edit a survey
- How to test a form
- How to mark a survey as favorite
- How to delete a survey
Adding Content
- How to add content to a form
- How to control content visibility
- How to provide rich formatting
- How to use form logic
- How to add images to the image library
- How to randomize survey items
Look and Feel
Collaboration & Organization
- How to share a section with other teams
- How to share options across multiple questions
- How to share logical expressions across multiple items
- How to share content across multiple forms and surveys
- How to set access rights for forms
2. Accessibility
Implementing specialized features like Easy Read, Sign Language videos.
- How to activate accessibility modes
- How to add an accessibility menu
- How to use Easy Read
- How to use Sign Language
- How to explain complex terms (tooltips)
3. Localization & Translation
Adding multilingual support to your survey, translating forms, and using import/export features for translation.
4. Sharing & Distribution
Generating links, managing survey batches, configuring respondent accounts, and analyzing or exporting survey data.
- How to publish and distribute a survey
- How to configure redirection after completing survey
- How to fill-in surveys on behalf of other respondents - in progress
Advanced
- How to manage survey terms - in progress
- How to use survey batches - in progress
- How to create alias survey links - in progress
5. Analytics & Export
- How to analyze survey data - in progress
- How to export survey data - in progress
- How to export analytics charts