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

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

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 | 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

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 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

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