Table of Contents
Adding a new Questionnaire
What you will see
Manage Questionnaires and settings within TopBox
- One of the first steps towards setting up a Questionnaire as an administrator
- Manage settings for new and existing Questionnaires
Adding a new Questionnaire
Click on the “ADD” button at the top of the gray banner and provide the following:
- Name [for the Questionnaire] – descriptive name for the questionnaire, ex: Company ABC Customer Relationship Questionnaire
- Type – select either TopBox or SurveyGizmo using the dropdown menu
- Start Date and End Date – use the calendar feature to select dates for the questionnaire
- Sequence – determines the order in which the TopBox data importer function will process the questionnaires
- Integration Id – must match the survey ID from SurveyGizmo found in the URL; ex: https://app.surveygizmo.com/distribute/share/id/1234567
- Status –
- Active – if selected this indicates the questionnaire is still active and there may be future waves planned, even if no current wave is still open/accepting responses
- Is Anonymous – if selected there will be no personally identifiable information (e.g. First and Last Name, Email address, etc.) displayed in TopBox for the questionnaire
- Is Closed – selecting this option indicates that the questionnaire does not have any active waves and no future ones are planned (no long accepting responses)
- Show Non Responder Link – if selected then TopBox will not show the questionnaire URL in the X-Ray and Exports reports (especially used when importing data from another survey tool, and for anonymous surveys)
- Make sure to click the “SAVE” button in the bottom right corner of the screen to ensure that all new settings or any changes will be saved.
You will see:
- Data Table: Actions (Edit, Delete), Name [of Questionnaire], Type (TopBox or SurveyGizmo), Entity State, Is Anonymous (true/false), Is Closed (true/false), Sequence, Non Responder Links (true/false), Integration Id, Start Date, End Date
- Click on the column names to sort results. Click on the column header again to change the sort direction from Ascending to Descending. Clicking a third time will turn off sorting on that column
- You may sort by more than one column by clicking each column name in the order desired