Add Tracker-based questions to a survey

Owned by Matt Kepple
Last updated: Feb 27, 2024
2 min read

You can add quantitative questions (metrics) to a survey

The Tracker-based questions you plan to add to your Survey must exist before you can add them to the Survey. To create new Tracker-based Questions, read Create a Progress Tracker (quantitative survey question)

There are two types of question that can be added to a survey

  • Tracker-based questions

  • Field-based questions

To see the difference between the two, read Add questions to a survey

Steps

  1. Go to the Survey Editor. You can get there by either

    1. Creating a new Survey Template

    2. Editing an existing Survey Template

  2. You arrive in the Survey Editor

  3. On the left column are two panels

    1. Your Questions Library

    2. Public Questions Library

  4. Your Questions Library lists the Progress Trackers that you have created and/or which are owned by your organisation. Click Add to survey to add one of these to the survey template

  5. Public Questions Library lists all the Progress Trackers that are available within the platform for you to add to your survey. Click Add to add one of these to the survey template

  6. Progress Trackers of the Indicator-type (Achievement, Multiple Choice, Numerical) are nested underneath an Outcome. To add all the Progress Trackers within that Outcome at once, press Add next to the name of the Outcome

  7. When you add a question it appears in the right column that shows the Questions in the survey template

  8. Use the other options in the survey editor to

    1. reorder the questions,

    2. set questions as mandatory,

    3. add points to questions for verdict calculations

    4. set the Multiple Choice Type for multiple choice questions - as single, limited or unlimited

    5. (To add skip logic, read the guidance.)

  9. Once you are done, scroll to the bottom and press Save

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