How to create in-app surveys

How to create in-app surveys
In your methinks App Insights dashboard, you can create in-app surveys and set them up to be triggered at key moments. 

Topics covered in this article:

• How to create an in-app survey
• Sections and questions
• Questions editor overview
• Question types

How to create an in-app survey

1. On your methinks dashboard, click on the In-App Survey menu drop-down and select Surveys.
   
   
   
   
2. Click on + Create Survey.
   
   
   

3. Click on the popup text field and type in the name of the survey. 
   
   
   

4. Click on Save.

Sections and questions

Questions are categorized by sections. By adding sections, the "Section Sequence" feature will be enabled, allowing you to design proper sequence logic for your surveys.

Follow the steps below to edit your in-app survey packs and create sections and questions. 

Questions Editor Overview

• To edit your In-App Survey Pack name click on the pencil icon and type in the text.
  
  
  
  
  
• To view your sections and questions outlined on an In-App Survey Pack check the left side of your survey editor.
  
  
  
  
  
• To collapse your sections and questions outlined on a Screener/Survey Pack click on the double arrow or the x icon. You can expand or collapse the outline at any time by clicking on the icons again.
  
  
  
  
  
• To rearrange your questions sections:
  1. Hover over the section you want to rearrange.
  2. Click and hold to move it up or down.
  3. Release the section at the desired position.
  
  
  
  

• Hover over a section and click on the arrow icon to be taken directly to the start of the section chosen.
  
  
  
  
• To preview your in-app survey questions click on the three-dotted menu button and select mobile preview.
  
  
  
  
• Save your questions by clicking on the Save button.
  
  
  

• To exit the In-App Survey Pack Editor click on Close.
  
  

Sections
 

• To duplicate or delete a section:
  1. Click on the three-dotted menu button and select the desired option.
  
  
  
  
  

• To choose an "after section" action:
  Specify what questions the applicants should answer after they have finished with a section by selecting the "after section" option below each section.
  
  
  
  Click on the drop-down menu button to choose the action for each section. The options are:
  - Continue to the next section
  - Move to: Section “x”  (this will change in quantity depending on the number of sections you add to the in-app survey pack)
  - Finish in-app survey
  
  
  
  
  
• Floating toolbar functions
  On the right side of every selected screener/survey question or section, you will find a floating toolbar.
  
  
  
  - To add a new question click on icon #1.
  - To import questions click on icon #2.
  - To create a new section click on icon #3.
  
  
  
  
  
• To edit a question:
  1. Click on the Question field to edit the text and see the full question editor.
  
  
  
  
  
  
  

Question types 

Within the methinks App Insights dashboard, you have the option to choose from 8 different types of in-app survey questions.

Common features for all question types
Although each question has its type of tooling, which is discussed below, all questions have the same footer tools. 

• Click on the arrow up or down to change the position of your question.
  
  
  
  
• Click on the question mark to have quick access to a question guide.
  
  
  
  
• Click on the copy document icon to duplicate the question.
  
  
  

• Click on the Trash Can icon to delete a question.
  
  
  

• To change answers positions:
  1. Hover over the answer you want to change position.
  2. Once you see your mouse interface symbol change from selector to four club-spoked asterisks (✥), click and hold to move the answers position up or down.
  
  
  
  

Find below a detailed explanation about how each question works and how to set them up. 

Intro
This question type provides an opening statement about this questionnaire.
To create an Intro:

1. Select Intro.
2. Add the question text to the question field.
   
   
   

Multiple Choice 

This question type asks respondents to select a single choice from the options provided.
To create a multiple-choice question:

1. Select Multiple Choice.
2. Add the question text to the question field.
3. Add the choices for this question.
   
   
   
   

•  To quickly add another choice to the multiple-choice question, click on Add a Choice option.
  
  
  

• To create a section sequence based on an applicant's answer:
  1. Click on the Set Section Sequence icon.
  
  
  
  2. Click the dropdown menu button related to each answer and select Continue/Finish In-App Survey/Move to Section ‘x’.
  
  
  
  
  

Note: Section sequence allows you to direct users to different sections of your in-app survey depending on their answers to this question. 

• To shuffle the order of choices, check the Shuffle choice order box. When this option is selected, applicants will see the choices shuffled on their end when answering the question.
  
  
  
  
• To display answer choices as a collection using a wheel type display simply select the checkbox.
  
  
• Predefined choices:
  1. Select the checkmark on Use predefined choices.
  
  
  
  2. Click the dropdown menu button to choose from predefined countries, states, days, months, and occupation answers.
  3. Click on View Details to view all predefined choices under each option.
  

Checkboxes 

This question type allows respondents to select more than one choice from the options provided.
To create a checkbox question:

1. Select Checkboxes.
2. Add the question text to the question field.
3. Add the choices for this question.
   
   
   

• To quickly add another choice to the multiple-choice question, click on Add a Choice option.
  
  
• Add another option to the checkbox answers: Add an “Others” option: allows respondents to type out an additional response not provided in the list of answers.
  1. Click on Add an “Others” option.
  
  
• To shuffle the order of choices, check the Shuffle choice order box. When this option is selected, applicants will see the choices shuffled on their end when answering the question. 
  
  
  
  
• Check the Set range for the required choices box and set the minimum and a maximum number of choices that applicants should choose.
  
  
  
  For example, 2 - 3 means that an applicant would have to choose at least 2 and at most 3 choices.
  
  
  
  
  

Long Paragraph 

This question type allows for a free-form answer that encourages a full and meaningful answer.
To create a Long Paragraph question:

1. Select Long Paragraph.
2. Add the question text to the question field.
   
   
   
   

• Use the Set minimum required character count option to only allow answers that have more than the minimum amount of characters. Applicants won't be able to submit answers that don't have enough characters.
  
  
  

Scale - Opinion

This question type asks respondents to provide their level of agreement or disagreement with a particular statement on a rating scale provided.
To create a Scale - Opinion question:

1. Select Scale - Opinion.
2. Add the question text to the question field.
3. Input the text for each point label (low point, midpoint, highpoint).
   
   
   
   

Scale - Smiley

This question type asks respondents to provide their level of sentiment with a particular statement or question on a rating scale provided.
To create a Scale - Smiley question:

1. Select Scale - Smiley.
2. Add the question text to the question field.
3. Click the drop-down menu button to choose between a 3 Points and a 5 Points scale.
   
   

• Check the Use ‘0’ Value Scale box to make the scale start with 0 instead of 1.
  
  
  
  
  

Scale - Likert

This question type asks respondents to provide their level of agreement or disagreement with a particular statement on a rating scale provided.
To create a Scale - Likert question:

1. Select Scale - Likert.
2. Add the question text to the question field.
3. Click the dropdown-menu button to specify the number of points on the scale.
   
   
   

4. Click the drop-down menu button to choose between a 5 and 7-Points scale.

Outro

This question type provides a closing statement about this questionnaire.
To create an Outro question:

1. Select Outro.
2. Add the question text to the question field.
   
   
   

Once you finalize creating your in-app survey, it’s time to set up your in-app survey settings. Learn more about in-app survey settings.

Related articles

How it works: App Insights dashboard and SDK
Setup In-App Surveys Settings