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Surveys are very easy to build because they use the same Form Builder as CommCare.

You can find basic information about the Form Builder here or in the Beginner Tutorial. It is highly recommended that you complete the Beginner Tutorial before proceeding.

1. Getting Started

Navigate to the tab that is called "Surveys." It is possible that your space will say "Applications" instead; this is due to your project's settings and should not affect your ability to create a survey.

 

You can find basic information about the Form Builder here or in the Beginner Tutorial. It is highly recommended that you complete the Beginner Tutorial before proceeding.

2. Design your Survey

Referencing the Form Builder Page, you can think through the different types of questions you may want to include in your survey, and how you want the structure of your survey.

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  1. Did you go to the clinic today? Yes/No
  2. Great! What doctor did you see?
  3. Why not? Clinic was closed/I felt fine/Too Clinic too far/Was busy
  4. Going to the clinic is important- please call 555-555 to reschedule your appointment.

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Question IDLabel TextQuestion TypeOptionsDisplay Condition
went_to_clinicDid you go to the clinic today?Multiple Choice-Single AnswerYes, NoAlways show
next_appointment

Great! What doctor did you see?

Text-If went_to_clinic = Yes
why_no_clinicWhy not? Multiple Choice-Multiple AnswerClinic was closed, I felt fine, Too Clnic too far, Was busyIf went_to_clinic = No
reschedule

Going to the clinic is important- please call 555-555 to reschedule your appointment.

Label-If went_to_clinic = No

CommConnet will automatically number options; for example, the question why_no_clinic will be sent out as:

Why not? 1. Clinic was closed, 2. I felt fine, 3. Clinic too far, 4. Was busy.

Info
titleWhat about the other question types?

 

 

3. Build your survey

Use the Form Builder to add questions, options, and display conditions just as indicated in the Beginner Tutorial.

The survey described above would look like this:

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Some Important things to keep in mind:

It is important to keep things short!

Specifically, when asking a multiple choice question you want to ensure that the text of the quesiton, plus the text of all the possible answers fits in one message. If it is too long, it may be broken into multiple messages. Messages are not always assembled in the right order so it adivsable not to have them break up.

4. Test your survey

Make sure to try out your survey before going live. You can give it a keyword (see keyword page) and register yourself in the system. Using the keyword you can try out the survey multiple times.

5. Schedule your survey

Follow the standard directions at Schedule a Reminder in order to schedule your survey.