Use the right online engagement tools

Understand how each tool can work for your next project.

Nathan Connors avatar Mary Francis avatar
68 articles in this collection
Written by Nathan Connors and Mary Francis
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.
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Written by Mary Francis
Updated over a week ago

Survey participation types explained

Learn how to choose the right participation type for your survey.
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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 questions and links in surveys.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Use page elements to add a page to your survey

Create a multiple page survey with section headers and re-order questions in the page.
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Written by Mary Francis
Updated over a week ago

Adding images to a survey

Use pictures to convey more information in your survey.
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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

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

See the participant view of your 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.
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Written by Nathan Connors
Updated over a week ago

Add the hard copy survey responses

Surveys completed on paper can be added into EHQ by the administrator.
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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.
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Written by Mary Francis
Updated over a week ago

Use the survey tool to manage submissions

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

Delete survey test responses

Delete a published survey's test response.
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Written by Nathan Connors
Updated over a week ago
Engagement Tool FAQ's and Trouble Shooting

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 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 used to test a 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.
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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.
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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.
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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.
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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