Use the right online engagement tools

What tool for what purpose?

Should I use a survey, form, quick poll, forum discussion, map, ideas or stories tool in my consultation ?

Written by Nathan Connors
Updated over a week ago

Order of the tools on the project page

Change the order in which your tools are displayed i.e. reorder your tools.

Written by Deepa Prabhu
Updated over a week ago

What can users do with their submissions?

Understand the various actions a participant can perform with their submissions under different tools in a project page

Written by Sonia Dev
Updated over a week ago

When should I use a forum?

Understand when to use the forum tool in your next engagement.

Written by Nathan Connors
Updated over a week ago

Adding a Forum topic

Understand how to activate and set up a forum

Written by Vishwas Prasad
Updated over a week ago

Understanding the front end of the Forum tool

Understand the features of the forum tool from the participant side.

Written by Deepa Prabhu
Updated over a week ago

Getting started with Text-in Engagement

Add a dedicated phone number to the Ideas tool, and cross the digital divide using Text-in Engagement.

Written by Tess O'Brien
Updated over a week ago

Ideas

Introduction to the ideas tool (previously called the brainstormer tool).

Written by Deepa Prabhu
Updated over a week ago

Adding the ideas tool

How to add the ideas tool to your project and/or use the tool to only collect votes.

Written by Vishwas Prasad
Updated over a week ago

Add a picture, comment or vote to an Idea post

Learn how participants can add a picture to their Idea post and comment on Idea posts.

Written by Deepa Prabhu
Updated over a week ago

Understand how a participant can post an idea

See what the ideas tool looks like to the participant.

Written by Deepa Prabhu
Updated over a week ago

Add a Quick Poll

Create a quick poll for your consultation.

Written by Deepa Prabhu
Updated over a week ago

Casting a quick poll vote.

Understand how a participant views a quick poll at the front end.

Written by Deepa Prabhu
Updated over a week ago

Quick poll as a widget

Display the quick poll as a widget.

Written by Gayathri Rajendiran
Updated over a week ago

When should I use a Guestbook?

Understand when you should use a Guestbook in your engagement.

Written by Gayathri Rajendiran
Updated over a week ago

Adding a Guestbook

How to create a Guestbook tool

Written by Gayathri Rajendiran
Updated over a week ago

Understand how a participant can add a Guestbook comment

Understand the features of the Guestbook tool from the participant side.

Written by Deepa Prabhu
Updated over a week ago

Sharing your Quick Poll and Survey with Engagement Embeds

Add your Projects Survey or Quick Poll from EngagementHQ to your website, CMS or as a stand-alone.

Written by Gayathri Rajendiran
Updated over a week ago

Survey participation types explained

Learn how to choose the right participation type for your survey.

Written by Nathan Connors
Updated over a week ago

Clone surveys

Learn how to create a new survey by cloning from an existing survey.

Written by Vishwas Prasad
Updated over a week ago

Submitting a survey

Understand the participant experience when using a survey

Written by Vishwas Prasad
Updated over a week ago

Create surveys with multiple pages and rearrange questions

Learn how to add pages and page headings, and to reorder pages and questions

Written by Vishwas Prasad
Updated over a week ago

Print your surveys for offline use

How to print a hard copy of your survey

Written by Gayathri Rajendiran
Updated over a week ago

Impacts of changing a published survey

Things to consider before editing a published survey.

Written by Nathan Connors
Updated over a week ago

Adding hard copy/paper copy survey responses

Know how to submit offline/ hard copy/ paper copy surveys in your EngagementHQ site as an administrator.

Written by Deepa Prabhu
Updated over a week ago

Can a partially completed survey be saved to be submitted later?

Understand when a survey can be saved by a participant.

Written by Gayathri Rajendiran
Updated over a week ago

Pin your survey

Learn how to highlight a survey in the main project page.

Written by Gayathri Rajendiran
Updated over a week ago

Delete survey test responses

Delete a published survey's test response.

Written by Nathan Connors
Updated over a week ago

Retrieve the files uploaded using the 'file upload' question in the survey tool

Where to find the files uploaded by participants in a survey?

Written by Gayathri Rajendiran
Updated over a week ago

Adding the Survey tool

Learn how to create and manage surveys.

Written by Deepa Prabhu
Updated this week

Preview and test your survey(s)

Do a trial run of your survey before you publish.

Written by Vishwas Prasad
Updated over a week ago

When to archive, unpublish and delete a survey

Understanding the difference between unpublishing , archiving and deleting a survey permanently.

Written by Vishwas Prasad
Updated over a week ago

Petition tool

Use the Surveys tool to create a dedicated Petition tool.

Written by Vishwas Prasad
Updated over a week ago

Survey question types explained

Learn how to use single line, essay, radio button, checkbox, dropdown, likert, date, ranking and email question types.

Written by Gayathri Rajendiran
Updated over a week ago

Enable the 'other' option.

Learn how to get more details for the 'other' option selected when using a checkbox, radio or dropdown question type.

Written by Gayathri Rajendiran
Updated over a week ago

Surveys: Skip Logic

Use the skip logic in surveys with radio button and dropdown question types.

Written by Gayathri Rajendiran
Updated over a week ago

Adding multi-media to a survey

Learn how to add multimedia to the section title in a survey

Written by Gayathri Rajendiran
Updated over a week ago

Conditional Logic

Learn how to create conditional logic in your new surveys.

Written by Gayathri Rajendiran
Updated over a week ago

Conditional OR Skip Logic?

Understand when to use the conditional logic and the skip logic.

Written by Gayathri Rajendiran
Updated over a week ago

Hide questions and options on a published survey.

Can I delete a question on a published survey? Or remove an option from a question for future survey takers?

Written by Gayathri Rajendiran
Updated over a week ago

Emoji's in survey question type

Learn more about the use of emoji survey question type

Written by Vishwas Prasad
Updated over a week ago

Survey count is here!

Learn how to view the number of successful submissions made to the survey.

Written by Vishwas Prasad
Updated over a week ago

Engage with Places

Learn how to setup your next interactive mapping activity.

Written by Vishwas Prasad
Updated over a week ago

Adding a Shapefile layer to Places

Learn how to add extra layer information to your Places map using a shapefile or a KML file.

Written by Vishwas Prasad
Updated over a week ago

Understanding the participants view of Places

See how the participant will view and use the places tool

Written by Vishwas Prasad
Updated over a week ago

Pre-populate your map with pins.

Add known pins to your Places map prior to the start of your consultation.

Written by Deepa Prabhu
Updated over a week ago

Adding a .wms layer to Places

Learn how to add another layer to your places tool to provide more information.

Written by Vishwas Prasad
Updated over a week ago

Get a unique URL for a pin used on the Places map

Get a shareable link of your pin for use in other tools or elsewhere.

Written by Deepa Prabhu
Updated over a week ago

Creating Custom map layers using the Custom (Draw in EngagementHQ) option.

Understand how to draw a line, rectangle or other polygon shapes on your Places map to provide additional information.

Written by Vishwas Prasad
Updated over a week ago

Adding a custom image layer in the Places tool

Learn how to use a GIS coded image-based overlay on a map.

Written by Gayathri Rajendiran
Updated over a week ago

Add a Stories tool

How to add stories using the story tool

Written by Vishwas Prasad
Updated over a week ago

Understand how a participant can add a story

Understand the participant's view and experience when using the story tool.

Written by Deepa Prabhu
Updated over a week ago

Managing the Q&A Tool (How to Respond and Delete questions in the tool)?

Understand how to respond, archive, mark as junk and delete a question.

Written by Deepa Prabhu
Updated over a week ago

Add the Questions (Q&A) tool.

Use the Questions tool to respond to queries from your community.

Written by Deepa Prabhu
Updated over a week ago

MessageMedia Setup Guide

From consultation to conversation with MessageMedia and EngagementHQ

Written by Gayathri Rajendiran
Updated over a week ago

Add news articles

How to use the News Feed tool to communicate with your community

Written by Gayathri Rajendiran
Updated over a week ago

Understanding the front end of the News Feed tool.

See a participant's view of using the News Feed tool.

Written by Deepa Prabhu
Updated over a week ago

Archive function in NewsFeed explained

Learn how to archive a news feed article.

Written by Vishwas Prasad
Updated over a week ago

Deleting a test comment

Learn how to get test comments removed from your EngagementHQ project page.

Written by Deepa Prabhu
Updated over a week ago

Can participant contributions in tools be deleted?

Learn how to delete contributions added by participants in tools.

Written by Deepa Prabhu
Updated over a week ago

Archiving, un-publishing, and deleting tools.

Learn when to use the archive , unpublish and delete feature for tools

Written by Gayathri Rajendiran
Updated over a week ago

Can tools be used more than once in a project?

Learn what tools can be used multiple times in the same project

Written by Gayathri Rajendiran
Updated over a week ago

Maintaining and facilitating your project. When, where and how?!

Workload and facilitation required for each tool.

Written by Nathan Connors
Updated over a week ago

Budget Allocator

Overview of the Budget Allocator tool.

Written by Gayathri Rajendiran
Updated over a week ago

Logging in and managing your profile / account in Budget Allocator

Learn how to log in / out and update profile information / password in Budget Allocator.

Written by Gayathri Rajendiran
Updated over a week ago

Setting up your first budget

Detailed steps to create or modify a budget.

Written by Gayathri Rajendiran
Updated over a week ago

The style tab

Set up a logo on your Budget page.

Written by Gayathri Rajendiran
Updated over a week ago

The settings tab in Budget Allocator

Modify the look and feel of the budget page for participants.

Written by Gayathri Rajendiran
Updated over a week ago

Publishing and unpublishing your budget

Learn how to publish and unpublish a site in Budget Allocator.

Written by Gayathri Rajendiran
Updated over a week ago

A participants point of view of Budget Allocator

Understand how a participant can submit their opinion on the budget.

Written by Gayathri Rajendiran
Updated over a week ago

The Responses tab in Budget Allocator

View budget submissions and comments.

Written by Gayathri Rajendiran
Updated over a week ago