Steps

1. Go to the Edit survey template page. 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 survey questions (i.e. open text fields, Progress Trackers and other fields) that you have created and/or which are owned by your organisation. Click Add to add one of these existing open text questions to the survey template

5. Public Questions Library lists all the questions (i.e. open text questions, Progress Trackers and other fields) 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. In the Public Questions Library you can use the filters to only display Fields of a particular type

7. When you are on the Edit Survey Template page (rather than the Create Survey Template page), the Add new field button appears.

   

8. Click this to launch the Create New Field popup that will allow you to create a new Field-based question to add to the survey template.

   

9. In the Choose the type of field section: select Text for an open text question

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

11. Use the other options in the survey editor to reorder the questions, set questions as mandatory, add points to questions. Follow these steps to add skip logic.

12. Scroll to the bottom and press Save