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

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

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

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

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

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 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

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

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

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

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

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

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