Three ways to get started
You do not have to start from a blank page.Import a Word file
AI reads a Word document and programs the questionnaire for you.
Start from a template
Duplicate a survey template that already contains your recurring questions.
Write it by hand
Add the questions one by one directly in the editor.
Import a Word document
On the Questionnaire page, choose Import a Word questionnaire. AI creates the questions, the items, the randomizations, the recodes and the filters it detects. Filters on one of a question’s images are carried over too, provided the Word document refers to the image by its file name. For the import to be reliable, the document must be clear and consistent:- consistent formatting, with all sections written the same way;
- consistent question numbering (the format matters little as long as it is regular);
- the type of each question stated (open or closed, single or multiple choice).
You can also import a Word file on top of a template you have already duplicated: the questions from the Word file are added to the recurring module.
The import runs in the background: the Word questionnaire import in progress page shows its progress. Until it is finished, you can cancel the import and then start a new one.
Start from a template
A template is a survey template that pre-fills a common base: systematic questions, recurring blocks. To use it, duplicate it from My templates. The copy keeps its questions.Copy questions or a section from another survey
To reuse only a few questions, or a whole section, without duplicating a survey, click Copy from another survey in the My questionnaire menu.1
Choose the source survey
In Source survey, choose the survey the questions come from. The list offers the other surveys of the same organization you have access to, templates included.
2
Choose what to copy
In Copy, choose Questions or A section.
- Questions: in Questions to copy, select one or more questions.
- A section: in Section to copy, choose the section. It is copied with its title, its randomization and all its questions.
3
Choose the position
In Insert the questions or Insert the section, say where the copy goes: at the beginning of the questionnaire, after a given question or section, or at the end of the questionnaire (the default). Click Validate.
A question filter is carried over only if every question it depends on is part of the copy. Otherwise it is dropped: check the display conditions of the copied questions. The filter of a copied section is not carried over.
Create your own template
Any survey in Draft can also become a template: open the menu on its card on the home page and choose Turn into a template. It then joins My templates, leaves the list of your surveys and can no longer be edited. To edit it again, open the menu on its card in My templates and choose Turn into an editable survey: it becomes a draft in your surveys again.Add a question
1
Add the question
Click Add a question and choose where it goes in the questionnaire.
2
Give it a variable name
Every question carries a Variable name: it is its technical identifier.
3
Enter the text and the items
Write the wording (color, bold and italic are available) and add the response items, by hand or by copy-paste.
The question identifier
Every question also gets an identifier, shown at the top of its card (Question Q3). It designates the question throughout the survey: in front of its label in question lists (charts, filters, recodes…), as the sheet name in Excel exports, and for the AI assistant. Do not confuse it with the Variable name.- At creation, poll&roll assigns a default identifier: Q followed by the question’s position (Q1, Q2…).
- The identifier is fixed: moving the question does not renumber it.
- To change it, click the pencil icon (Edit question identifier) next to Question Q3. If you empty the field, a default identifier is assigned again.
An identifier is unique within the survey and is saved in upper case. It is at most 31 characters long and cannot contain any of the characters
/ \ ? * : [ ] '.Get help from AI
From a question’s wording, AI can suggest response items. You enter the question, you run the suggestion, then you keep the relevant proposals. The help is mostly useful to enrich a questionnaire that is already written: avoiding omissions in a list of items and limiting the size of the “Other” item. It is particularly helpful on a market you know poorly or a foreign market.The Background and objectives entered when the survey was created feed these suggestions. The more precise they are, the more relevant the help.