Create a survey by creating the metrics first

Owned by Matt Kepple
Last updated: May 04, 2023
3 min read

You can create a survey by first creating the metrics and then adding them to the survey.

 

Makerble has a survey questions library which means that if the same question is used in multiple surveys, you do not need to create it multiple times, you can simply create it once.

Steps

  1. Create a Multiple Choice Progress Tracker for each multiple choice question in the survey.

    1. However, where there are questions that have the same set of Answer Choices, follow these steps to 

      1. Firstly create Multiple Choice Questions with shared Answer Choices

      2. Secondly create an outcome and add those Multiple Choice questions to it

  2. Create an Achievement Tracker or Attendance Tracker for every tick box question in the survey (If you are unsure which option to choose, read this article)

  3. Create a Numerical Tracker for every numerical entry question in the survey (i.e. a question where a number is entered for the person, e.g. “How many minutes did you jog for today?”

  4. Create a new survey

    1. Add the Multiple Choice Trackers, Achievement Trackers and Numerical Trackers to the survey (they will be listed in the Your Questions Library box on the left)

    2. Scroll to the bottom and press Save

  5. You arrive on the Survey Template page

  6. Press the More Options button and select Edit to return to the Edit Survey page

  7. Scroll down to the Public Questions Library box on the left and press the Create New Field button

  8. A popup launches that lets you create the Open Text questions that will be in the survey.

  9. Remove the unnecessary default questions from the survey

    1. Tag a contact group

    2. Who else does this apply to

    3. What’s been happening…

    4. Change story privacy

    5. Add attachment

    6. Add your Name

  10. Scroll to the bottom and press Save

  11. If you need to change the order of questions in the survey, return to the Edit Survey page and follow these steps to reorder the questions.

  12. The survey is now created and can be added to your projects by clicking the Add To Projects button

 

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