Craft Compelling Surveys: Adding and Editing Templates

The Simple Touch control panel empowers you to design and manage informative survey templates, fostering valuable customer feedback. This section will guide you through creating new survey templates and editing existing ones:

Building a New Survey Template:

1. Initiate the Process: Locate the "Add Survey" button, typically positioned conveniently in the top right corner of the screen displaying your existing survey templates. Clicking this button opens the survey editor screen.

2. Survey Essentials: The editor screen allows you to define the core elements of your new survey template:

   • Survey Code: Assign a unique code for internal reference purposes.
   • Survey Title (Multi-lingual): Craft clear and concise survey titles in both languages relevant to your target audience.
   • Activity Dates: Set the start and end dates for the survey's activity period, controlling when customers can access and complete the survey.

3. Constructing Your Questionnaire: Here's where you build the core of your survey by adding questions:

   • Adding Questions: Click the "Add Questions" button to open a dedicated pop-up window for crafting individual survey questions.

4. Defining Each Question: Within the pop-up window, meticulously configure each question:

   • Question Text (Multi-lingual): Clearly phrase your question in both languages relevant to your target audience.
   • Question Code: Assign a unique code for internal reference purposes.
   • Question Priority: Define the order in which your questions will appear within the survey.

5. Crafting Answer Options: Once you've defined the question, it's time to establish the answer choices:

   • Adding Answers: Click the "Add Answers" button to begin creating answer options for your question.
   • Defining Each Answer: For each answer option:
     • Answer Text (Multi-lingual): Clearly phrase the answer choice in both languages relevant to your target audience.
     • Answer Code: Assign a unique code for internal reference purposes (optional).
     • Answer Ranking (Optional): If applicable, define a ranking order for your answer choices.

6. Saving Your Question: Once you've meticulously configured all aspects of your question and its answer options, click "OK" within the pop-up window to save the question and add it to your survey.

7. Building Your Survey: Repeat steps 4-6 to create and add all the questions you desire for your survey.

8. Finalizing Your Survey: After crafting all your questions, return to the main survey editor screen. Click the "Save" button positioned in the top right corner to finalize your survey template and add it to your library.

Editing Existing Templates:

The process of editing existing survey templates is just as straightforward:

1. Locate the Template: Identify the survey template you want to modify on the survey templates list screen.
2. Initiate the Edit: Beside each template, you'll typically find an "Edit" button. Clicking on this button directs you to the same survey editor screen (used for creating new templates) where you can modify any aspect of the existing template following the same steps outlined above.
3. Save Your Changes: Don't forget to click "Save" after making your edits to finalize the modifications and update your survey template within the system.