Surveys are great for getting fast feedback from large groups of people. Setting up and analyzing your survey is easy with PlaybookUX.
Setting up your survey
From the homepage, click the "Create Project" button.
You'll be prompted to select a project type. Select "Survey"
Similar to the other types of PlaybookUX studies, you'll be asked to set up your project details.
If you are looking to send the study to your own participants, you can select "My Participants". We'll generate a link once you've launched the project that you can send to your participants.
The next step is to set up the audience.
Next, start configuring your survey.
You can add custom welcome text or use our default messaging.
The next step is to configure different pages for your research study. PlaybookUX has a flexible page structure that allows you to set up different pages for each question, or group related questions on the same page.
You can also label your pages. The page in this example is labeled "Introduction". (Labeling pages will be helpful for skip logic and analytics.)
To add a new page, click on the " + New Page" button
Within each page you can choose from a list of questions and activities.
Questions
Instructions: Use this for instructions. Participants will not be asked to respond to these questions
Rating: Involves asking participants to rate concepts, such as satisfaction, ease, or likelihood to recommend.
Multiple select (pick any): Participants will be asked to select one or more answers from a list of choices.
Single select (pick one): Participants will be asked to select one answer from a list of choices.
Written response: Participants will be asked to respond to a question in a written format.
Matrix: Participants will answer a series of rating scale questions. Matrix questions can be multiple and single select.
Ranking: Participants will be asked to rank options in a list.
Image: Upload an image for testing.
Activities
Preference test: Upload images 2 or more and ask participants to select which one they prefer.
Five-second test / X-second test: Participants will be shown an image for a certain number of seconds before answering follow up questions.
First click test: Participants will be shown an image and asked a question prompting them to click on the image.
Skip logic
Let's go back to our example. Our first page is called "Introduction", our second page will be called "Selected mountain biking", our third page will be called "Selected hiking".
If I want to send participants to a specific page based on their answers, you can click "Logic" to do so.
Once you select the Skip logic button, a popup will appear. It's important to note that you can only apply skip logic for multi select, single select and rating scale questions.
Skip logic allows you to configure complex logic so participants can skip to different pages based on their answers.
In our example, we've asked the multiple choice question "Which of the following hobbies do you participate in?"
If they select the hobby "hiking" we are going to skip them to a page that asks them specifically about hiking called "Selected hiking".
This is a simple skip logic statement but you continue to add additional skip logic statements and build more complex logic.
In this example, we've included an 'and' statement. By adding the 'and' statement, the skip logic would apply only if the participant selects both "Hiking" and "Skiing". If they only select "hiking" but not "skiing" the skip would not occur.
You can also skip participants to an answer if a choice is not selected.
You can add more skip logic statements by clicking the "+ Add skip logic statement"
In this example, the second skip logic statement says that anyone who has selected the hobby "kayaking" will see the end screen. You can continue to add statements and build out your skip logic.
Skip logic can also be applied to rating scale questions. For example, imagine the question "On a scale of very difficult (1) to very easy (5), how did you find the checkout process with Claires.com?"
If a participant selects 1 (very difficult) or 2 (difficult), it would be interesting to skip those participants to a new page asking why they had a poor experience.
I've created 2 skip logic statements to accomplish this:
Display logic
You can use display logic to tailor a survey to each participant. By applying display logic, you can ensure that certain questions only appear for relevant participants, based on their previous responses. Display logic can be found in the 'Logic' section for each survey page.
Customize the end screen
Once you've completed setting up your questions and logic statements, you can also customize the end screen text.
Settings - Randomize
On the right side of the page, there is a setting that allows you to randomize the question order. This is a helpful feature to reduce bias.
Participant experience
If you'd like to review the participant experience or check to see if your skip logic is working properly, you can preview your study by clicking the "Preview Survey" button.
When previewing your study you can view the flow of questions & skip logic.
Analyzing your survey
If you're receiving feedback from the PlaybookUX panel, your survey will be automatically launched to participants.
Charts & Graphs
Once the survey is complete, you can analyze your results. Each question will have a chart associated with it.
Single selection chart
Matrix Chart
Survey analytics filtering
We've overhauled the survey filtering feature to support more complex filtering options. You can now filter based on a range of demographic attributes, screener questions, and test questions. Additionally, you can save and name project-level filters, which will be accessible when you share a project via a password-protected link. Filters work for both in progress and completed projects.
