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Use the right online engagement tools
Use the right online engagement tools
Understand how each tool can work for your next project.
88 articles in this collection
Written by
Nathan Connors,
Mary Francis,
and
Katie Toohey
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
Hosting a forum discussion
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
Add forum topics
Learn how to activate and setup a forum.
Written by
Mary Francis
Updated over a week ago
Allow participants to create a forum topic
Customize your forum setting to allow participants to create new forum topics.
Written by
Mary Francis
Updated over a week ago
How a participant can view and comment in a forum
Understand the features of the forum tool from the participant side.
Written by
Mary Francis
Updated over a week ago
Brainstorming for Ideas
Ideas
Introduction to the ideas tool (previously called the brainstormer tool).
Written by
Mary Francis
Updated over a week ago
Add the Ideas tool to your project
Use this tool to brainstorm for ideas in your consultation.
Written by
Nathan Connors
Updated over a week ago
How to highlight an idea in the tool ?
You can reorder your ideas to highlight the display of a particular one.
Written by
Mary Francis
Updated over a week ago
Understand how a participant can post an idea
See what the ideas (brainstormer) tool looks like to the participant.
Written by
Mary Francis
Updated over a week ago
Add a picture or comment to an idea post
Learn how participants can add a picture to their Idea post and comment on Idea posts.
Written by
Mary Francis
Updated over a week ago
Polls
Add a Quick Poll
Create a quick poll for your consultation.
Written by
Mary Francis
Updated over a week ago
Casting a quick poll vote
Understand how a participant views a quick poll at the front end.
Written by
Mary Francis
Updated over a week ago
Quick poll as a widget
Display the quick poll as a widget.
Written by
Mary Francis
Updated over a week ago
Guestbook
When should I use a Guestbook?
Understand when you should use a Guestbook in your engagement.
Written by
Mary Francis
Updated over a week ago
Add a Guestbook
Learn how to activate and setup your project guestbook.
Written by
Mary Francis
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
Mary Francis
Updated over a week ago
Surveys
When to use a Survey or Form
Decide when to use the survey or form tool.
Written by
Nathan Connors
Updated over a week ago
Add and manage surveys & forms
Learn how to setup and manage a survey and form.
Written by
Mary Francis
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
Survey question types explained
Learn how to use single line, essay, radio button, checkbox, dropdown, likert, date, ranking, email and add hyper-links or URLs in surveys.
Written by
Mary Francis
Updated over a week ago
Create long surveys with multiple pages and section headers
Learn how to build a multi-page survey, create sections and re-order or arrange questions on the page.
Written by
Mary Francis
Updated over a week ago
Adding images to a survey
Use pictures to convey more information in your survey.
Written by
Mary Francis
Updated over a week ago
Embed media in your survey
Add third party app content to make your surveys more interactive.
Written by
Mary Francis
Updated over a week ago
Conditional questions in Surveys
How to get more details for the 'other' option.
Written by
Mary Francis
Updated over a week ago
Emoji's in survey question type
Get a quick feedback in your survey by using emojis.
Written by
Mary Francis
Updated over a week ago
Preview and test your survey(s)
Do a trial run of your survey before you publish.
Written by
Mary Francis
Updated over a week ago
Submitting a survey or form
Understand the participant experience when using a survey or form.
Written by
Mary Francis
Updated over a week ago
Print your surveys for offline use
How to print a hard copy of your survey.
Written by
Nathan Connors
Updated over a week ago
Pin your survey
Learn how to highlight a survey in the main project page.
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
Mary Francis
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
Add hard copy survey responses
Surveys completed on paper can be manually added into EHQ by the administrator.
Written by
Mary Francis
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
Mary Francis
Updated over a week ago
Use the survey tool to manage submissions
Make a submission manager using the survey tool.
Written by
Mary Francis
Updated over a week ago
Petition tool
Use the Surveys/Forms tool to create a dedicated Petition tool.
Written by
Mary Francis
Updated over a week ago
When to archive, unpublish and delete a survey
Understand the difference in archiving a survey to deleting it permanently.
Written by
Mary Francis
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
Mary Francis
Updated over a week ago
Survey count is here!
Admins can now see the number of surveys taken displayed next to the survey itself and choose to display this count to participants.
Written by
Mary Francis
Updated over a week ago
Now change the wording on your survey or form submit button!
Looking to change the wording on the button that submits a survey?
Written by
Mary Francis
Updated over a week ago
New Surveys
New survey interface
Experience our new interface for building your next survey!
Written by
Mary Francis
Updated over a week ago
New Surveys: Survey question types explained
Learn how to use single line, essay, radio button, checkbox, dropdown, likert, date, ranking and email question types.
Written by
Mary Francis
Updated this week
New Surveys: Create surveys with multiple pages and rearrange questions
Learn how to add pages and page headings to your survey and how to re-order or arrange pages and questions on the page.
Written by
Mary Francis
Updated over a week ago
New Surveys: Adding multi-media to a survey
The page heading question type in survey allows picture images, videos, rich text, HTML code and hyper-links to be inserted in your survey.
Written by
Mary Francis
Updated over a week ago
New Surveys: 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
Mary Francis
Updated over a week ago
New Surveys: Skip Logic
Use the skip logic in surveys with radio button and dropdown question types.
Written by
Mary Francis
Updated over a week ago
New Surveys: Conditional Logic
Learn how to create conditional logic in your new surveys.
Written by
Mary Francis
Updated over a week ago
New Surveys: Conditional OR Skip Logic?
Understand when to use the conditional logic and when to use the skip logic.
Written by
Mary Francis
Updated over a week ago
New Surveys: 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
Mary Francis
Updated over a week ago
Interactive mapping with Places
Engage with Places
Learn how to setup your next interactive mapping activity.
Written by
Nathan Connors
Updated over a week ago
Adding lines and points on the Places map
Understand how to draw a line or label a point on your Places map to provide additional information.
Written by
Mary Francis
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
Nathan Connors
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
Nathan Connors
Updated over a week ago
Understanding the participants view of Places
See how the participant will view and use the places tool
Written by
Mary Francis
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
Mary Francis
Updated over a week ago
Places upgrade
Experience an upgraded Places tool.
Written by
Mary Francis
Updated over a week ago
​Generate a unique URL for a pin used on the Places map
Get a sharable link of your pin for use in other tools or elsewhere.
Written by
Mary Francis
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
Katie Toohey
Updated over a week ago
Story telling with EHQ Stories
Add the story telling tool
Use the Stories tool to empathise with your community.
Written by
Nathan Connors
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
Mary Francis
Updated over a week ago
Reorder stories in the Stories tool
Re-order or rearrange stories that appear at the top of the stories tool.
Written by
Mary Francis
Updated over a week ago
Questions & Answers
Add the Q&A (Questions and Answers) tool
Use the Q&A tool for answering questions from your community.
Written by
Nathan Connors
Updated over a week ago
Can I delete a question in the Q&A tool ?
Understand how to archive, mark as junk and delete a question.
Written by
Mary Francis
Updated over a week ago
Respond to a question in the Q&A tool
Understand how a participant asks a question and how you can respond publicly or privately to the question.
Written by
Mary Francis
Updated over a week ago
Keeping your community informed
Add news articles
Use the News Feed tool to communicate with your community.
Written by
Mary Francis
Updated over a week ago
Leaving a comment on a news article
See a participant's view of using the News Feed tool.
Written by
Mary Francis
Updated over a week ago
Archive function in News Feed explained
Learn how to archive a news feed article.
Written by
Mary Francis
Updated over a week ago
Engagement Tool FAQ's and Trouble Shooting
Configure a good acknowledgment message for engaged participants
At the end of one activity for a participant, ensure you re-direct them to another interesting project or consultation tool.
Written by
Mary Francis
Updated over a week ago
What is the difference between un-publishing and archiving a tool?
When to use unpublish and when to archive?
Written by
Mary Francis
Updated over a week ago
How do I rename my survey or forum or any of the tools added to my project?
Learn how to change or re-name the default name given to a tool.
Written by
Mary Francis
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
Mary Francis
Updated over a week ago
What is 'Unverified Participation'?
What it means to allow unverified participants.
Written by
Nathan Connors
Updated over a week ago
Deleting a test comment
Learn how to delete a comment in a forum, story, idea or a pin on a map, used to test a Forum, Stories, Idea or Places tool.
Written by
Mary Francis
Updated over a week ago
Clarifying participation types in surveys & forms and quick polls
Understand the different participant types.
Written by
Nathan Connors
Updated over a week ago
A guide to including full screen images in tool descriptions
Learn how to provide full size images for your tools.
Written by
Mary Francis
Updated over a week ago
Can tools be used more than once in a project?
Some tools like surveys can be used more than once but not tools like stories.
Written by
Mary Francis
Updated over a week ago
Provide a link to a document in any of the tools
Use your document library link in tools like the forum, news feed, surveys or stories.
Written by
Mary Francis
Updated over a week ago
Can published tools be deleted ?
Understand how a published tool can be removed from public view.
Written by
Mary Francis
Updated over a week ago
Can participant contributions in tools be deleted ?
When can an administrator remove responses received in tools.
Written by
Mary Francis
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
Using Budget Allocator for participatory budgeting
Budget Allocator
Overview of the Budget Allocator tool.
Written by
Mary Francis
Updated over a week ago
Logging in and managing your profile / account
Learn how to log in / out and update profile information / password in Budget Allocator.
Written by
Mary Francis
Updated over a week ago
Setting up your first budget
Detailed steps to create or modify a budget.
Written by
Mary Francis
Updated over a week ago
The style tab
Set up a logo on your Budget page.
Written by
Mary Francis
Updated over a week ago
The settings tab in Budget Allocator
Modify the look and feel of the budget page for participants.
Written by
Mary Francis
Updated over a week ago
Publishing and unpublishing your budget
Learn how to publish and unpublish a site in Budget Allocator.
Written by
Mary Francis
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
Mary Francis
Updated over a week ago
The Responses tab in Budget Allocator
View budget submissions and comments.
Written by
Mary Francis
Updated over a week ago