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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.
+3
64 articles in this collection
Written by
Nathan Connors,
Gayathri Rajendiran,
Vishwas Prasad
and 3 others
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
Gayathri Rajendiran
Updated over a week ago
What tool for what type of data?
List of the tools with the type of data it can be used for gathering either qualitative or quantitative.
Written by
Katie Toohey
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
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
Brainstorming for Ideas
Getting started with Text-in Engagement | Beta
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
Polls
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
Guestbook
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
Surveys
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 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
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
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
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
Interactive mapping with Places
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
Story telling with EHQ Stories
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
Questions & Answers
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
Keeping your community informed
MessageMedia Setup Guide
Outbound SMS with MessageMedia x 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
Engagement Tool FAQ's and Trouble Shooting
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