Use the right online engagement tools

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 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

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

How a participant can view and comment in a forum

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

Written by Deepa Prabhu
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

Written by Vishwas Prasad
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 Deepa Prabhu
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 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 Antony Prem
Updated over a week ago

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

Adding a Guest book

How to create a Guest book 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

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

Survey participation types explained

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

Written by Nathan Connors
Updated over a week ago

Submitting a survey or form

Understand the participant experience when using a survey or form.

Written by Vishwas Prasad
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

New Surveys: Create surveys with multiple pages and rearrange questions

Learn how to add pages and page headings to your survey and re-order or arrange pages and questions on the page

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 Antony Prem
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 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 Mary Francis
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 Mary Francis
Updated over a week ago

Adding the Survey tool

Learn how to set up and manage surveys.

Written by Deepa Prabhu
Updated over a week ago

Use the survey tool to manage submissions

Make a submission manager using the survey tool.

Written by Vishwas Prasad
Updated over a week ago

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

Petition tool

Use the Surveys/Forms tool to create a dedicated Petition tool.

Written by Vishwas Prasad
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 Vishwas Prasad
Updated over a week ago

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 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: 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: 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

Emoji's in survey question type

Get a quick feedback in your survey by using emojis.

Written by Vishwas Prasad
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 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

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 Deepa Prabhu
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 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 Katie Toohey
Updated over a week ago

Add a Story telling tool

How to add or create 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

Reorder stories in the Stories tool

Re-order or rearrange stories that appear at the top of the stories tool.

Written by Vishwas Prasad
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 Q&A (Questions and Answers) tool

Use the Q&A tool for answering questions from your community.

Written by Deepa Prabhu
Updated over a week ago

Add news articles

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

Written by Antony Prem
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 Deepa Prabhu
Updated over a week ago

Archive function in News Feed 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 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 Deepa Prabhu
Updated over a week ago

Can participant contributions in tools be deleted ?

When can an administrator remove responses received in tools.

Written by Deepa Prabhu
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

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

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

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

Clarifying participation types in surveys & forms and quick polls

Understand the different participant types.

Written by Nathan Connors
Updated over a week ago

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