Umfrage

Understand the basics

The Survey component allows participants to answer questionnaires. This is useful when an organization wants to receive private feedback from participants. Es erlaubt eine Reihe von Fragen mit mehreren Arten von Antworten zu definieren.

Once a survey is answered by participants, it’s not possible to modify its questions, as that would affect the integrity of the answers. If you need to modify the questions, create a new survey and unpublish the original one.

Konfiguration

Create a survey component

To create a Survey component, first go in the participatory space where you want to create it.

Then:

Click on the "Components" item in the secondary menu
Click the "Add component" button
Select "Survey"
Fill the component creation form

You can still update this form and the configuration after creating the component, by clicking the Configure icon Configure icon in the components list.

Table 1. Komponente hinzufügen: Umfrageformular
Feld	Typ	Beschreibung
Name	Benötigt	Title of this component.
Bestellposition	Optional	The order of the component in relation with the other components. Eine niedrigere Zahl bedeutet eine höhere Priorität. For instance, if you have two components, "Component a" with weight "10" and "Component b" with weight "0" then "component b" is first when ordering.

Table 2. Komponente hinzufügen: Umfrageformular - Globale Einstellungen
Feld	Typ	Beschreibung
Bereiche aktiviert	Optional	Aktivieren, wenn die Bereichsfilterung in dieser Komponente erfolgen soll.
Bereich	Optional	Which Scopes does this component belongs to.
Antworten akzeptiert von	Optional	Start date when you want to start receiving answers. Leer lassen für kein bestimmtes Datum. Expected format: dd/mm/yyyy hh:mm.
Antworten akzeptiert bis	Optional	Enddatum, wenn Sie keine Antworten mehr erhalten möchten. Leer lassen für kein bestimmtes Datum. Expected format: dd/mm/yyyy hh:mm.
Mitteilung	Optional	A general announcement visible on the survey page.
Antworten beim Veröffentlichen der Umfrage löschen	Optional	Check if you want to delete answers when the survey is published. Useful for testing the survey before publishing it.

Table 3. Komponente hinzufügen: Umfrageformular - Schritteinstellungen
Feld	Typ	Beschreibung
Antworten erlauben	Optional	Check if you want to receive answers in this survey for this phase.
Nicht registrierten Benutzern erlauben, die Umfrage zu beantworten	Optional	If active, no login is required to answer the survey. This may lead to poor or unreliable data and make you more vulnerable to automated attacks. Please use with caution. Beachten Sie, dass diese Option nur eine Antwort von Browser-Session zulässt, , aber die Teilnehmer können die Private Navigation Option verwenden und mehrere Antworten mit demselben Gerät machen.
Mitteilung	Optional	A general announcement visible on the survey page for this phase.

Create a survey

Haben Sie wiederholende Umfrage? Zum Beispiel das gleiche Feedback-Formular für jeden Prozess? You can have a survey that gets copied and is used as a blueprint so you don’t have to manually configure the same survey each time. Learn more on Questionnaires templates.

First, select a Questionnaires templates if you want, or Skip this step.

Then you need to fill the form with the following fields:

Table 4. Neues Umfrageformular
Feld	Typ	Beschreibung
Titel	Benötigt	The title of this survey.
Beschreibung	Optional	The description of the survey.
Nutzungsbedingungen	Benötigt	Legal conditions that the participants must meet to answer the survey.

Questions

Add a question

Then, click the "Add question" button to start creating your survey. Sie können mehrere Fragen pro Umfrage hinzufügen und sie neu ordnen oder löschen.

Every question must have a statement and a type as a minimum.

Table 5. Frageformular hinzufügen
Feld	Typ	Beschreibung
Anweisung	Benötigt	Die Frage selbst. Zum Beispiel "Was ist deine Alterskategorie?"
Beschreibung	Optional	Additional information on the question if needed.
Mandatory	Optional	Check if participants must answer this question to complete the survey.
Zeichenlimit	Optional	The maximum characters the answer can have. Auf 0 lassen, wenn kein Limit. Kompatibel mit Kurz- und Langzeitfragetypen.
Typ	Benötigt	Eine der folgenden Antworten: Kurze Antwort, lange Antwort, Single Option, Multiple Option, Sortierung, Dateien, Matrix (Single option) oder Matrix (Multiple option). Siehe Question types für weitere Informationen.

Questions types

Table 6. Question types (click to view images in detail)
Typ	Frontend	Backend	Beschreibung
Kurze Antwort			Kompatibel mit der Überprüfung des "Zeichenlimits"
Lange Antwort			Kompatibel mit der Überprüfung des "Zeichenlimits"
Einzelne Option			Participants have to choose a single option, with radio buttons. Add at least 2 answer options. It’s possible to define a "Free text" option, for participants to submit their own answer.
Mehrere Optionen			Participants can choose multiple options, with checkboxes. Add at least 2 answer options. It’s possible to add a validation, with the maximum number of choices. It’s possible to define a "Free text" option, for participants to submit their own answer.
Sortieren			Add at least 2 answer options. Participants can drag and drop answer options to order them.
Dateien			Allow participants to upload files.
Matrix (Einzeloption)			Participants have to choose between rows and columns of single options, with radio buttons.
Matrix (mehrere Option)			Participants have to choose between rows and columns of multiple options, with checkboxes.

Conditional questions

Once you saved your survey, you can see that a new "Add display condition" button is added in the questions blocks. This feature allows administrators to create complex surveys with conditionality, meaning that some questions are displayed only if participants chose a specific answer in the previous questions.

Conditional questions can be difficult to configure, so be sure to test the survey behaviour before publishing it.

Table 7. Add display condition form
Feld	Typ	Beschreibung
Question	Benötigt	The previous question that is the condition for displaying this question.
Condition	Benötigt	To define the condition needed for this question to be displayed.
Answer option	Benötigt	This field propose the answer options to the questions that need to be chose by participants to realize the condition. Only available for "Equal" and "Not Equal" conditions.
Included text	Benötigt	Only available for "Includes text" conditions.
This condition needs to be satisfied always regardless the status of other conditions	Optional	Check if this condition is essential, even if other conditions would make the display of the question possible.

Separators

You can also add separators between questions, when you have a long survey or different topics. They allow to display the forms questions in different steps.

Separators can only be ordered or deleted.

Title and description

You can also add a title and description section, to bring clarity to the form and separate it in different sections. Coupled with separators, they allow to give titles and descriptions to the survey steps. They can also be used alone, in a one page survey.

Antworten exportieren

Es ist möglich die Antworten der Umfrage in verschiedene Formate zu exportieren: CSV, JSON, XLSX (Excel) oder PDF. It doesn’t export user data, so if you need to collect it, make sure to create dedicated survey questions.

The platform doesn’t handle the answers processing nor presenting results or summary to the users, that need to be done externally.

Beispiele

Some examples of where this component is used:

Data Quebec: participate in its improvement in Québec consultations