Show, Hide and Reword the Questions in each Version of a Survey

Owned by Matt Kepple
Last updated: 15 minutes ago
4 min read

Makerble can automatically customise a survey based on two factors:

 

What you’ll cover in this article

Ways you can customise a wave’s version of a survey

Type of customisation

Screenshot

Type of customisation

Screenshot

Hide a question

 

Customise Version - Question changes.gif

 

Reword a question

Explanation video

What it looks like

If you want different people to see slightly adapted versions of the same survey based on the Wave of the survey (i.e. whether it is a Baseline, Midline or Endpoint) and the type of person who is responding to the survey - the Respondent Type (e.g. whether the person is a Student, Lecturer, Parent, Friend, etc), you should use the Manage Wording option on the Survey Template page.

Step by step instructions

Start from the Survey Campaign page

  1. Go to the Survey Campaign page

  2. Select Customise Versions

  3. You arrive on the Customise Versions page (scroll down for further instructions)

Start from the Survey Profile page

There must be at least one Wave on the Survey Campaign before you can adapt the question wording. Add a Wave to a survey campaign

  1. Go to the Survey Template page of the survey you want to adapt the question wording of

  2. Press the Manage Wording button

  3. You arrive on the Manage Wording page for that Survey Template

Once you are on the Customise Versions (Manage Wording page)

Requirements:

  1. In the Choose a Project dropdown list: select the project that you are managing the wording of the survey on

    1. If you need to adapt the wording of questions across multiple projects, you will need to repeat this process for each project

  2. In the Choose a Wave dropdown list: select the Wave that you want to adapt the wording on

  3. In the Choose a Question dropdown list: select the Survey Question that you want to adapt the wording of

  4. This causes a table to appear on the page

  5. The table displays a row for each Respondent Type within your organisation

    1. There are four default Respondent Types:

      • Colleague: this is when a Project Manager/Reporter/Observer or Organisation Admin, Project Creator or Organisation Observer posts an update while they are signed in

      • Contact: this is when a Contact creates a story by either

        1. completing a survey using a personalised survey link

        2. posting an update while they are signed in as a contact with Participation Access

      • Witness: this is when someone completes a survey in response to receiving a 360° Feedback Survey link to provide their perspective on a contact

      • Member of the public: this is when somebody uses the public survey link to complete a survey.

    2. In addition, Makerble automatically generates a Respondent Type for each Relationship Title within a Relationship Category

  6. The Question Wording column displays blue hyperlinked text.

    1. Click the blue text in that column

    2. This launches the Manage Question Wording popup.

    3. In the popup you can choose to

      1. Display the metric (indicator)'s title as the survey question for this Respondent Type

      2. Hide the survey question for this Respondent Type

      3. Use alternative phrasing - i.e. write your own wording for that survey question for this Respondent Type

    4. Press Save

    5. The popup closes and the adapted wording for that question is displayed within the table.

  7. Now that the Survey Questions have been adapted, you can deploy adapted versions of the survey.

The user can see ALL the questions on the same page for only ONE Respondent Type. This enables the user to see the information the other way around.

On the Manage Wording page of a survey, click on the A Respondent Type radio button and choose a respondent type from the drop-down menu.

All the questions for that respondent type will be displayed.

 

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