Use the right online engagement tools

Understand how each tool can work for your next project.

Nathan Connors avatar Mary Francis avatar Katie Toohey avatar
88 articles in this collection
Written by Nathan Connors, Mary Francis, and Katie Toohey
Surveys

When to use a Survey or Form

Decide when to use the survey or form tool.
Nathan Connors avatar
Written by Nathan Connors
Updated over a week ago

Add and manage surveys & forms

Learn how to setup and manage a survey and form.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Survey participation types explained

Learn how to choose the right participation type for your survey.
Nathan Connors avatar
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.
Mary Francis avatar
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.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Adding images to a survey

Use pictures to convey more information in your survey.
Mary Francis avatar
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.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Conditional questions in Surveys

How to get more details for the 'other' option.
Mary Francis avatar
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.
Mary Francis avatar
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.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Submitting a survey or form

Understand the participant experience when using a survey or form.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Print your surveys for offline use

How to print a hard copy of your survey.
Nathan Connors avatar
Written by Nathan Connors
Updated over a week ago

Pin your survey

Learn how to highlight a survey in the main project page.
Nathan Connors avatar
Written by Nathan Connors
Updated over a week ago

Clone surveys

Learn how to create a new survey by cloning from an existing survey.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Impacts of changing a published survey

Things to consider before editing a published survey.
Nathan Connors avatar
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.
Mary Francis avatar
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.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Use the survey tool to manage submissions

Make a submission manager using the survey tool.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Petition tool

Use the Surveys/Forms tool to create a dedicated Petition tool.
Mary Francis avatar
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.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Delete survey test responses

Delete a published survey's test response.
Nathan Connors avatar
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?
Mary Francis avatar
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.
Mary Francis avatar
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?
Mary Francis avatar
Written by Mary Francis
Updated over a week ago
New Surveys (Beta)

New survey interface

Experience our new interface for building your next survey!
Mary Francis avatar
Written by Mary Francis
Updated this week

New Surveys: Survey question types explained

Learn how to use single line, essay, radio button, checkbox, dropdown, likert, date, ranking and email question types.
Mary Francis avatar
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.
Mary Francis avatar
Written by Mary Francis
Updated this week

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.
Mary Francis avatar
Written by Mary Francis
Updated this week

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.
Mary Francis avatar
Written by Mary Francis
Updated this week

New Surveys: Skip Logic

Use the skip logic in surveys with radio button and dropdown question types.
Mary Francis avatar
Written by Mary Francis
Updated this week

New Surveys: Conditional Logic

Learn how to create conditional logic in your new surveys.
Mary Francis avatar
Written by Mary Francis
Updated this week

New Surveys: Conditional OR Skip Logic?

Understand when to use the conditional logic and when to use the skip logic.
Mary Francis avatar
Written by Mary Francis
Updated this week

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?
Mary Francis avatar
Written by Mary Francis
Updated this week
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.
Mary Francis avatar
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?
Mary Francis avatar
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.
Mary Francis avatar
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.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

What is 'Unverified Participation'?

What it means to allow unverified participants.
Nathan Connors avatar
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.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Clarifying participation types in surveys & forms and quick polls

Understand the different participant types.
Nathan Connors avatar
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.
Mary Francis avatar
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.
Mary Francis avatar
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.
Mary Francis avatar
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.
Mary Francis avatar
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.
Mary Francis avatar
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.
Nathan Connors avatar
Written by Nathan Connors
Updated over a week ago