If youâd like to collect survey data via your platform, you can do so by embedding a Typeform, Google Forms or a survey from another survey tool (Enalyzer, Qualtrics, MS Forms, SurveyXact, SurveyMonkey, Snap Surveys, Smartsurvey) into a project page on your platform.
In this video explain the âexternal surveysâ participation method , which can be used as a standalone or as a phase in a project timeline.
Important notes:
This is a great tool to use when you want to get a lot of feedback on a single topic or have a number of questions to ask
The data from these surveys isnât automatically available for analysis on the CL platform
Written out step-by-step flow on how to set-up a project with a built-in survey:
1. Choose a Survey tool and create your survey
You have the option to choose from 8 different tools: Typeform, Google Forms, Enalyzer, SurveyXact, SurveyMonkey, Qualtrics, Microsoft Forms and SmartSurvey.
Typeform and Google Forms are automatically enabled on your platform. If you want to use on of the other 6 tools, reach out to support via support@citizenlab.co or the chat button in the admin panel and we will make sure to activate your choses tool.
We strongly recommend you to use Typeform, as our platform integration allows you to link your user registration data with the survey results. You can also download the Typeform survey data directly from your platform, which is not possible with Google Forms or Enalyzer.
Your CitizenLab plan comes with a subscription to a Typeform Pro account. In this article, you can read how to gain access to your free Typeform Pro Workspace, where you can set up surveys and manage the results. Read this article for more information on how to create and embed your Typeform survey.
With all the other tools, you will need to create your own account and manage the data from that account. We only provide the support as explained in the following articles:
2. Set up your survey project (phase) on the platform
To set up a survey, create a new project (with or without a timeline) or a new phase in the timeline of an existing project.
You can then specify the participation method for that project (phase). Select âCreate an external survey.â
You will then be prompted to select which Service you would like to use: Typeform, Google Forms, or Enalyzer, and to input an âembed URL.â Here's where you can find the Embed URL for each of the different survey tools:
1. Typeform
2. Google Forms
3. Enalyzer
The embed URL is essentially the link to the survey that youâve created in your Typeform, Google Form or Enalyzer account.
You do need to have your survey link ready when creating your project - it cannot be left blank and added later. If you don't want to publish your survey just yet, you can put your project on "Draft" instead.
If you make changes to your survey after embedding the link, those changes will automatically be reflected in the survey on your platform.
3. Link user registration data with your survey data (only possible with Typeform)
When a registered user takes a Typeform survey, you can automatically add either their email or their user ID to the survey results, by including Hidden Fields when creating your survey. These hidden fields automatically add the userâs registration data (email or user ID) to the survey results. Read more on how to include hidden fields in this support article.
Need help or support? Donât hesitate to get in touch via support@citizenlab.co.