Best practice for feedback activity creation

ENGAGE HELP CENTER

This flow will help you get into the mindset of best practice for feedback survey creation. Follow the below sequence of steps for tips on how to approach feedback gathering process, as well as other advice.

1. Develop the feedback questions

We advise to, first of all, create the textual input and overall structure for all of the questions that are planned in the survey. Brainstorm on any gray areas in your project on which you would like to gain clarity and insight from the point of view of participants.

Browse, pick and choose from the toolbox of various question types, decide which question type would be the most logical choice for the particular question.

2. Set up the underlying technical elements for your questions

Once the questions have been developed, several technical elements have to be added to ensure the underlying structure that is the foundation of implementing the logic setup and other further steps of creating a well-designed and thought-out survey.

Visit the Settings of each question and in the section General set up such elements as question Name and Description. Where applicable, don't forget to visit the sections Choices, Columns and Rate Values to set up such elements of your answers as Value and Description.

These elements will be essential later on when setting up the Logic for your survey.

3. Implement a Logic setup and program requirements

Now, let's take a little step back and reflect on the overall logic between all of the questions. Visit the section General in Settings of each question to set the requirements and the section Logic to decide how the questions will be inter-linked.

In the section Logic it is possible to create three types of expressions - Visible if, Enable if, Required if - that will determine the rules governing the specific question in relation to answer choices made in previous questions.

For example, you can make some questions mandatory if specific answers have been selected previously etc. This way you can gain deeper understanding of your participants' experience to help you drive improvements in your project.

4. Produce the necessary translations

Now that the contents and logical setup have been polished, it is the right time to make your feedback survey accessible to audiences of different language backgrounds.

Visit the tab Translation and translate your survey manually or apply the Export to CSV / Import form CSV functionality.

Our suggestion to leave translating your survey for the later stages is well-founded, as it is the best approach in order to save time and avoid countless edits of other language versions in case any changes are made in the default language variant.

5. Test your feedback survey and make the necessary adjustments

Now that all of the main survey creation steps have been completed, it is high time to see how the work you have done translates to the participant experience.

Visit the section Preview and carry out an in-depth, thorough test for all possible response scenarios you can think of. Test if the Logic rules and requirements you have implemented work in reality. Regarding Logic rules - select the answers that you have programmed to trigger certain other actions in your survey and see if the triggers work.

Don't hesitate to involve other people in the testing phase as they will be able to provide an outside perspective on details that might evade you due to your proximity to the production process. This way you will be able to hunt down any slips made and areas of improvement.

NB! The Preview section does not produce the personalized participant report messages, however, all of the other details set up for the survey can be tested.

We will be happy to assist you in case of any questions or issues.

Please e-mail us at support@longenesis.com.