In the Survey tab, you can add, edit, and remove content from your Survey pages.
After saving the settings of your Survey the first time, you will be redirected to the Survey tab automatically.

Survey Pages

At the top menu of the Survey tab you can find all the Survey pages related to your survey. This includes the pages with the survey questions as well as the various landing pages that have been activated in the Settings tab.

Click on a Survey page to edit its content.
Click the Add icon to add an additional Survey page.
Click the Remove icon to delete the Survey page that is currently chosen.

How to build a Survey with modules (quick steps)

Drag modules from the left menu and drop them onto the Survey page. You can insert the same module multiple times.
To delete a module, click the Delete icon at the top right side of the module
OR drag the module into the trash can in the left-hand menu.
Click inside a module to edit its text.
Click the Settings icon on the module to edit settings and conditions.
Use the Branching icon next to an answer in a Checkbox, Radio button or Drop-down module, to send participants to a specific page based on their choice.
Working with answer alternatives in Radio buttons, Checkboxes and Drop-down lists:
- Add an answer alternative by click the Add alternative icon at the bottom of the question module.
- To remove an answer alternative, click on the Remove icon next to the option.
- Click the Add multiple alternatives icon in the module’s top menu to add multiple alternative answers. Paste your list of answer options into the text box.

Note! About Editing Active Surveys

Once a survey has received responses, it becomes active.
Editing an active survey may cause:

Misrepresentation of incoming answers
Loss of response data
Other answer-related issues

Reports will always reflect the current survey content:

Removed questions → No longer appear in reports
Edited questions/answers → Display according to latest updates

Available Modules and Module settings

All modules are found in the left-hand menu of the Survey tab. Each module has its own specific settings that you can configure and the available options may vary depending on the module type. Access module settings by clicking the Settings icon in the module’s top right menu.

Below, you can find an overview of all modules and the settings that apply to each module.

Question Modules

Textbox module

Mandatory
Requires an answer before proceeding. Check this option if the question is mandatory. The participant cannot continue to any further pages of the survey, or complete the survey if the question has not been answered.

Alias
This setting offers two functions.
1. Display name
  Replace question title in Survey reports with an Alias, by entering the new name in the Alias text box.
2. Average calculations
  Use Alias to calculate an average value of the answers for the question, by clicking the Edit aliases for the alternatives icon in the settings of the question module and enter a numerical value for each of the answer alternatives of the question. (For Radio button, Matrix, or Scale questions).
Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Question
Move the module to another page of the survey.
Unique answers
Limit how many times each answer alternative may be chosen, for example limiting duplicate email submissions.
An error message appears when the limit is reached (editable via the Translations tab of the Survey).
Format
Choose what type of input is allowed to be used.
- String (allow any characters)
- Alphanumerical (allow letters + numbers)
- Numerical (allow only numbers)
- Float (allow numbers + decimals with dots or comma)
- Date (allow date format yyyy-mm-dd)
- URL (e.g., http://www.domain.com)
- Email (name@domain.com)
- Swedish person number (allow format yymmdd-xxxx)
Incorrect formats will trigger an error message (editable in the Translations tab of the Survey).
Width (characters)
Set the width for a textbox/text area in number of characters. 0 = default
Min length (0=∞)
Set the minimum amount of characters that need to be typed. 0 = unlimited length.
Max length (0=∞)
Set the maximum amount of characters that can be typed. 0 = unlimited length.

Text area

Mandatory
Requires an answer before proceeding. Check this option if the question is mandatory. The participant cannot continue to any further pages of the survey, or complete the survey if the question has not been answered.

Alias
This setting offers two functions.
1. Display name
  Replace question title in Survey reports with an Alias, by entering the new name in the Alias text box.
2. Average calculations
  Use Alias to calculate an average value of the answers for the question, by clicking the Edit aliases for the alternatives icon in the settings of the question module and enter a numerical value for each of the answer alternatives of the question. (For Radio button, Matrix, or Scale questions).
Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Question
Move the module to another page of the survey.
Unique answers
Limit how many times each answer alternative may be chosen, for example limiting duplicate email submissions.
An error message appears when the limit is reached (editable via the Translations tab of the Survey).
Width (characters)
Set the width for a textbox/text area in number of characters. 0 = default
Height
Set the height of the text area in number of rows. 0 = default
Min length (0=∞)
Set the minimum amount of characters that need to be typed. 0 = unlimited length.
Max length (0=∞)
Set the maximum amount of characters that can be typed. 0 = unlimited length.

Checkbox

Mandatory
Requires an answer before proceeding. Check this option if the question is mandatory. The participant cannot continue to any further pages of the survey, or complete the survey if the question has not been answered.

Alias
This setting offers two functions.
1. Display name
  Replace question title in Survey reports with an Alias, by entering the new name in the Alias text box.
2. Average calculations
  Use Alias to calculate an average value of the answers for the question, by clicking the Edit aliases for the alternatives icon in the settings of the question module and enter a numerical value for each of the answer alternatives of the question. (For Radio button, Matrix, or Scale questions).
Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Question
Move the module to another page of the survey.
Unique answers
Limit how many times each answer alternative may be chosen, for example limiting duplicate email submissions
An error message appears when the limit is reached (editable via the Translations tab of the Survey).
Number of columns
Display the answer alternatives in columns. Select the number of columns from
the dropdown-list.
Note! The amount of columns you have entered will not be displayed in edit mode. Please click "Test Survey" to see the actual layout.
Minimum choices
The participant can select no less than the minimum amount of alternative answers for the question.

Maximum choices
The participant can select no more than the maximum amount of alternative answers for the question.
Allow OTHER answer
The participant will have the possibility to select the alternative “Other” and type in their own answer to the question in a text field.
Random alternatives
Show a random selection of alternatives (e.g., 3 out of 10).
If you have 10 alternatives to your question, you may select that only 3 randomly chosen alternatives should be displayed. The answer alternatives will vary for each participant.

Data source
This option enables you to automatically insert already set values for a specific
demographical data field on your APSIS Pro account as answer alternatives for the question module.
Note! For Checkboxes, Radio buttons and Drop-down lists, you will
be able to change the question type by selecting another type from the Change type section above the Settings section in the Edit tab.

Radio button

Mandatory
Requires an answer before proceeding. Check this option if the question is mandatory. The participant cannot continue to any further pages of the survey, or complete the survey if the question has not been answered.

Alias
This setting offers two functions.
1. Display name
  Replace question title in Survey reports with an Alias, by entering the new name in the Alias text box.
2. Average calculations
  Use Alias to calculate an average value of the answers for the question, by clicking the Edit aliases for the alternatives icon in the settings of the question module and enter a numerical value for each of the answer alternatives of the question. (For Radio button, Matrix, or Scale questions).
Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Question
Move the module to another page of the survey.
Unique answers
Limit how many times each answer alternative may be chosen, for example limiting duplicate email submissions
An error message appears when the limit is reached (editable via the Translations tab of the Survey).
Number of columns
Display the answer alternatives in columns. Select the number of columns from
the dropdown-list.
Note! The amount of columns you have entered will not be displayed in edit mode. Please click "Test Survey" to see the actual layout.
Allow OTHER answer
The participant will have the possibility to select the alternative “Other” and type in their own answer to the question in a text field.
Random alternatives
Show a random selection of alternatives (e.g., 3 out of 10).
If you have 10 alternatives to your question, you may select that only 3 randomly chosen alternatives should be displayed. The answer alternatives will vary for each participant.

Data source
This option enables you to automatically insert already set values for a specific
demographical data field on your APSIS Pro account as answer alternatives for the question module.
Note! For Checkboxes, Radio buttons and Drop-down lists, you will
be able to change the question type by selecting another type from the Change type section above the Settings section in the Edit tab.

Drop-down

Mandatory
Requires an answer before proceeding. Check this option if the question is mandatory. The participant cannot continue to any further pages of the survey, or complete the survey if the question has not been answered.

Alias
This setting offers two functions.
1. Display name
  Replace question title in Survey reports with an Alias, by entering the new name in the Alias text box.
2. Average calculations
  Use Alias to calculate an average value of the answers for the question, by clicking the Edit aliases for the alternatives icon in the settings of the question module and enter a numerical value for each of the answer alternatives of the question. (For Radio button, Matrix, or Scale questions).
Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Question
Move the module to another page of the survey.
Unique answers
Limit how many times each answer alternative may be chosen, for example limiting duplicate email submissions
An error message appears when the limit is reached (editable via the Translations tab of the Survey).
Allow OTHER answer
The participant will have the possibility to select the alternative “Other” and type in their own answer to the question in a text field.
Random alternatives
Show a random selection of alternatives (e.g., 3 out of 10).
If you have 10 alternatives to your question, you may select that only 3 randomly chosen alternatives should be displayed. The answer alternatives will vary for each participant.

Data source
This option enables you to automatically insert already set values for a specific
demographical data field on your APSIS Pro account as answer alternatives for the question module.
Note! For Checkboxes, Radio buttons and Drop-down lists, you will
be able to change the question type by selecting another type from the Change type section above the Settings section in the Edit tab.

Matrix

Mandatory
Requires an answer before proceeding. Check this option if the question is mandatory. The participant cannot continue to any further pages of the survey, or complete the survey if the question has not been answered.

Alias
This setting offers two functions.
1. Display name
  Replace question title in Survey reports with an Alias, by entering the new name in the Alias text box.
2. Average calculations
  Use Alias to calculate an average value of the answers for the question, by clicking the Edit aliases for the alternatives icon in the settings of the question module and enter a numerical value for each of the answer alternatives of the question. (For Radio button, Matrix, or Scale questions).
Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Question
Move the module to another page of the survey.
Note! For the Matrix module you are able to select the type you want to use for the values of your question. Choose between Radio button, Checkbox or Textbox above the Settings section in the Edit tab.

Scale

Mandatory
Requires an answer before proceeding. Check this option if the question is mandatory. The participant cannot continue to any further pages of the survey, or complete the survey if the question has not been answered.

Alias
This setting offers two functions.
1. Display name
  Replace question title in Survey reports with an Alias, by entering the new name in the Alias text box.
2. Average calculations
  Use Alias to calculate an average value of the answers for the question, by clicking the Edit aliases for the alternatives icon in the settings of the question module and enter a numerical value for each of the answer alternatives of the question. (For Radio button, Matrix, or Scale questions).
Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Question
Move the module to another page of the survey.
Columns
Select the number of columns/answers you want to show from the dropdown-list.

Element Modules

Heading

Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Element
Move the module to another page of the survey.
Dynamic Content
Click the button to view the list of available dynamic parameters which can be copied and pasted into the text content of the module. When the survey is sent to a mailing list, the parameters will be exchanged by the subscriber's real data, provided that the subscriber data for the current parameter is saved in the mailing list.
Heading
Choose the heading level (H1, H2, H3) for your text.

Description

Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Element
Move the module to another page of the survey.
Dynamic Content
Click the button to view the list of available dynamic parameters which can be copied and pasted into the text content of the module. When the survey is sent to a mailing list, the parameters will be exchanged by the subscriber's real data, provided that the subscriber data for the current parameter is saved in the mailing list.

Comment

Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Element
Move the module to another page of the survey.
Note! The Comment module is only for internal purpose and is not visible for respondents of the survey.

HTML code

Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Element
Move the module to another page of the survey.
Dynamic Content
Click the button to view the list of available dynamic parameters which can be copied and pasted into the text content of the module. When the survey is sent to a mailing list, the parameters will be exchanged by the subscriber's real data, provided that the subscriber data for the current parameter is saved in the mailing list.
Open HTML Editor
Click the button to get access to the HTML editor.

Link

Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Element
Move the module to another page of the survey.
Link text
Enter the link text you want to use for your link.
Link URL
Enter the link URL you want to use for your link.

Image

Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Element
Move the module to another page of the survey.
Image URL
Enter the link URL you want to use for your link.
Link to page
Tick the checkbox if you want to add a Link URL to the image.
Width (pixels)
Set the width of the module content in pixels. 0 = default size.

Height (pixels)
Set the height of the module content in pixels. 0 = default size.
Alternative
Add an ALT text for your image that describes the content or purpose of the image. The text is used for example for accessibility, where screen readers read alt text aloud for visually impaired users.

Alignment
Set the alignment of the image; left, center or right.

Space

Condition
Show the module only to participants whose answers or demographic data match the defined condition.
Move Element
Move the module to another page of the survey.
Height (pixels)
Set the height of the space in pixels. 1 = default size.
Background color
Set the color of the space module.

Testing

Before you distribute your survey, it is important to make sure everything looks and works as intended. APSIS Pro provides a Test Survey feature that allows you to preview and interact with your survey in a safe environment.

How to Test Your Survey

On the Survey tab, click the Test Survey button.
This opens a full preview of your survey, showing how it will appear to recipients.
Interact and go through the questions, submit responses, and check the flow to ensure everything works correctly.
Make sure to verify and confirm that all settings and conditional logic are functioning as expected.

Overview of the Survey

Click the Overview button to view the different survey pages and the modules you have placed on each page.

In the overview of the survey you can use simple drag and drop technique to move modules from one survey page to another, or rearrange the order of your modules inside a survey page.

You can reorder answer alternatives in a question by clicking on the module and then rearrange the alternatives through simple drag and drop technique.

Branching allows you to control the flow of your survey based on the respondent’s answers. When an alternative (answer option) is marked with the branching color, it means selecting that option will lead the respondent to a specific page or section.

Move your cursor over a alternative that is marked with the branching color, and you will see which page it branches to.

Survey - Add/Edit content

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