A guide to conducting surveys

Jordan avatar
Written by Jordan
Updated over a week ago

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

  • Text: Use this for instructions. Participants will not be asked to respond to Text 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.

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 "Skip 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 keep adding additional skip logic statements by clicking the button "+ 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.

You can also create skip logic for 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"

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:

Once you've completed setting up your questions and skip 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.

Once the survey is complete, you can analyze your results. Each question will have a chart associated with it (except 'Text' questions which are instructional).

The scale plan is required to access Surveys

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