Create, edit, and manage surveys
In LibWizard, surveys are ideal for complex data collection needs, such as:
- Instruction assessments
- Satisfaction surveys
- Library space assessments
You can add several different types of text input and multiple choice fields to a survey, as well as a field allowing users to upload a file with their submissions.
Each survey has its own set of customization options, allowing you to configure everything from user permissions, public visibility, look & feel, and submission notifications. The purpose of this Springboard is to guide you through the process of creating a survey, from customizing its options & content to gathering & analyzing submission data.
There are two ways to create a new survey:
- Start with a blank slate: this will create a brand new survey with the default settings and an empty workpad. If you want to create a new survey from scratch, this is the best option.
- Start with a copy of another survey: this will create a new survey based on an existing survey's settings & fields (submission data is not copied from the original). If you want to create a new version of a survey, or simply use an existing survey as a starting point, this option can be a time saver.
No matter which option you choose, you can get started by navigating to Surveys in the navigation bar and clicking the Create New button.
- Creating a new survey
Learn how to create a new survey with a blank slate.
- Creating a copy of an existing survey
Learn how to create a new survey based on an existing survey's settings & fields.
While editing your survey, click on the Survey Options tab to view and customize your survey's settings.
The panels below correspond to each group of survey options you'll find. Click on any panel to learn more about the available settings.
The Basic Info settings allow you to customize your survey's title, description, and friendly URL (which allows you to customize your survey's public URL to be more user-friendly). You'll also find your survey's Public Access Control options, which allow you to restrict access to your survey's public page by a password, or by hiding your survey outside of a certain date range. If you subscribe to LibWizard Full, you can also restrict access to your survey using LibAuth Authentication. This allows you to require users to authenticate before viewing your survey.
- Renaming a survey
Learn how to change the title of your survey.
- Customizing the friendly URL for a survey
Learn how to give your survey's public page a user-friendly URL, making it easier to share.
- Customizing the description for a survey
Learn how to edit your survey's internal description (this does not display on the public page).
- Restricting access to a survey with a password
Learn how to set a password that users must enter in order to view your survey's public page.
- Restrict public access to a survey using LibAuth authentication (LibWizard Full only)
Learn how to restrict access to your survey's public page to authenticated users only.
- Limiting the visibility of a survey
Learn how to show and/or hide your survey's public page after set dates.
Each survey has its own set of user permissions, giving you control over who owns, can view, and can edit the survey. Admin users and a survey's owner have full control over the survey, its options, its content, and its submission data. Regular users (other than the owner) only have access to a survey's public page unless they are granted either Edit or View permissions. Whereas a user with Edit permission can modify a survey's content, most settings, and submissions, a user with View permission is limited to a read-only view of the survey's settings, fields, and submissions.
- Changing ownership of a survey
Learn how to reassign ownership of a survey to another user. (Only Admin users or the current owner can reassign ownership.)
- How to change a survey's view and edit permissions
Learn how to assign View and Edit permission to Regular-level users. In addition, you'll learn how access to a survey is affected by a user's account level, ownership, and permission.
Each survey's public page can display a header at the top, above the survey's content. Although Admin users can create a default page header in the LibWizard system settings, each survey owner can choose to use their own custom page header instead. This includes a custom banner image, header text, and/or CSS code (for further customizing its styles).
- Customizing the page header for a survey
Learn how to display the system default page header or create a custom header for an individual survey.
Under the Look and Feel settings, you'll find a handful of options that allow you to customize the appearance of your survey's public page. This includes the survey's font colors & styles; page colors; width & height; field label positioning; and text displayed next to required fields. In addition, you'll find options for automatically numbering your survey's fields, displaying a progress bar at the bottom of the page, and adding custom CSS code.
- Customizing a survey's fonts and colors
Learn how to customize the font style & colors, as well as the page border & colors, or apply the system default styles.
- Customizing a survey's size
Learn how to customize the height and width of a survey's public page.
- Customizing the position of a survey's field labels
Learn how to change the position of field labels, either above or to the left of fields.
- How to automatically number fields in a survey
Learn how to automatically display a number next to each field's label.
- Display a progress bar on a survey
Learn how to display a real-time progress bar at the bottom of your survey's public page.
- Styling a survey with CSS code
Learn how to add CSS rules to fine tune your survey's appearance.
Your survey's Submission Behavior settings allow you to configure what happens before and after a survey is submitted. Prior to submission, you can choose to include a hidden spam-control field (to prevent bots from submitting your survey), as well as display a page that allows users to review their selections before submitting. After submission, you can configure your survey to redirect users to a specific URL; send notifications to specific email addresses; and/or post results data to a hosted web app's URL.
- Enabling spam control for a survey
Learn how to turn your survey's hidden spam control field on or off. (Although optional, we strongly recommended that you leave spam control enabled.)
- Allow users to review their responses before submitting a survey
Learn how to enable your survey's Review page, allowing users to review their responses before submitting. This gives the user a chance to go back and edit their responses if needed.
- Redirecting a survey to a URL after submission
Learn how to redirect users to a specific URL 5 seconds after they submit your form.
- Enable email notifications for new survey submissions
Learn how to send a notification email to one or more email addresses when a survey is submitted. This can include a static list of addresses, or a conditional list based upon a user's response to a multiple-choice field. In addition, you can also customize the notification email's reply-to field, with either a fixed list of email addresses or using an address entered by the user into a specific Email field on your survey.
- Posting survey submission data to a URL
Learn how to post survey submission data to a URL. This is an advanced feature that allows you to post data to your own, hosted web app or script that you've designed to handle the data.
LibWizard has the ability to record a user's IP address, browser, and referring URL. When enabled, this will be stored along with the user's submission data in your survey's report. However, you can choose to disable one or all of these user agent fields in your Reporting options.
- Collecting user agent information with each survey submission
Learn how to enable or disable the collection of a user's IP address, browser, and/or referring URL with each submission.
Under your survey's Advanced settings, you'll find the Pre-filled Survey via URL options. This allows you to create a URL that will take users to your survey and pre-fill one or more of the fields. This works by passing a parameter string in the URL, which you can create right from within LibWizard. You will also find a list of your survey's field IDs if you'd like to create your own custom URL from scratch. In addition to custom URL strings, you can also map your survey's fields to OpenURL parameters. This can allow your survey to accept OpenURL strings from your link resolver or similar types of electronic resources.
- How to pre-fill a survey using URL parameters or OpenURL links
Learn how to create URL strings to pre-fill your survey, or map your survey's fields to OpenURL parameters.
Under the Fields tab, you'll find the different types of fields you can add to your survey's Workpad.
To learn more about each field type, click on the links below.
Fields can be added by clicking-and-dragging the desired field type from the Fields tab to your Workpad, then dropping it into position. The order in which the fields appear in the Workpad is how they will appear on the public survey page. Alternatively, you can also reuse any field from existing forms or surveys in your LibWizard system. You can also add fields from your site's Question Bank, which is a set of pre-made fields maintained by your LibWizard Admin users. Fields added to the Question Bank can be reused by any user in any form, survey, quiz, or tutorial.
Field rules allow you to dynamically modify your survey based upon the user's response to certain question. With a field rule, you can show a hidden field, hide a visible field, or jump to another field in the survey.
For example, let's say you have a multiple choice question that asks, "How would you rate your most recent experience?" This question has three possible answers: Great; Okay; and Awful. If a person selects "Awful", you then want to display a follow-up question that asks, "How might we better serve you in the future?" With a field rule, you can totally do that!
- Adding and editing field rules
Learn how to create, edit, and delete field rules.
- Using field rules to show hidden fields
Learn how to use a field rule to show a hidden field or group of fields.
- Using field rules to hide visible fields
Learn how to use a field rule to hide a visible field or group of fields.
- Using field rules to jump to other fields or tutorial slides
Learn how to use a field rule to jump from one question to another.
Each survey has an optional Welcome Screen that can display before users begin the survey.
You can use the Welcome Screen to provide an introduction or instructions for completing and submitting the survey.
- Customizing the Welcome Screen
Learn how to enable and customize the Welcome screen message for a survey.
Thank You screen
Each survey has an optional Thank You Screen, which you can use to display a message once a user has submitted the survey.
This can be helpful if you want to acknowledge the user's feedback, let them know when to expect a response, or other useful information. You can also enable an option allowing users to receive a copy of their submission via email, as well as a button allowing them to retake your survey.
- Customizing the Thank You Screen
Learn how to enable and customize a form's Thank You screen message.
- Allowing users to request an email of their survey submissions
Learn how to give users the option of requesting a copy of their submission via email.
- Allowing users to retake a survey
Learn how to give users the option of retaking your form from the Thank You screen.
As you're building your survey, it can be helpful to see how the public view will look to users. With Preview Mode, you can view a fully interactive version of your survey's public page. This allows you to see how your survey's layout & customizations will appear to users, while also giving you a chance to test out things like field rules & submission behaviors. What's more, any time you submit your survey while in Preview Mode, the submission data will be kept separate from that of your live survey. That way you don't have to worry about your test data affecting your reports.
When you're ready to share your survey, you can link to it directly via your survey's URL or embed it into another page using one of the widget options.
- Viewing a survey in Preview Mode
Learn how to launch your survey's public page in Preview Mode.
- Sharing and embedding surveys
Learn how to copy your survey's URL, display your entire survey inside another page, or launch your survey via a button widget.
A survey's Reports is where you can view, manage, analyze, and export its submission data.
The following reports are available:
- Data table: this report provides a table of all submissions, with options to view, edit, or delete individual records (depending upon your permission level). You can filter the data table by field values and/or submission dates, with the option to export the current list of records to a CSV file.
- Field analysis: this report allows you to take an in-depth look at responses to multiple choice fields. For each such field, you'll be presented with a chart and accompanying data table that breaks down the number of responses for each of the field's options.
- Cross Tab: for reports that have more than one multiple-choice field, this report allows you to analyze the relationship between two fields. For example, if you have a Department field and Status field, the cross tab report would should you the distribution of departments by status.
- Viewing a survey's reports
Learn how to access a survey's reports to view its submissions.
- Filtering a report's submission data
Learn how to filter reports by field value and/or submission date.
- Previewing an individual submission in a report
Learn how to view a summary of a submission's responses.
- Editing and deleting submissions
Learn how to edit a submission's responses, or permanently delete it from your survey's data table.
- Downloading a submission's file attachments
If your survey contains a File Upload field, learn how you can download the submitted file.
- Exporting submission data
Learn how to export a survey's data table to a CSV file.
- Filtering a report's submission data
- Generating a field analysis report
Learn how to generate a field analysis report for a multiple choice field.
- Generating a cross tab report
Learn how to generate a cross tab report between two multiple choice fields.
You can browse and manage your surveys via the Surveys landing page.
From this page, you'll find options to:
- View a survey's URL and embed code
- See the number of submissions received and view the survey's reports
- See the total number of fields in each survey
- Launch a survey in Preview Mode
- Permanently delete the survey and its submission data from LibWizard
Remember: a user's account level and permissions determines which surveys they can browse, view, and/or edit. Only Admin users and a survey's owner are allowed to delete a survey.
- Managing, editing, and deleting surveys
Learn how to browse, edit, and delete surveys.