Guides

Guides are being
written now.

This section will hold long-form, step-by-step guides on survey design: how to word questions, how to structure branching, how to build a scored self-assessment, and how to run a consultation from first draft to final report. Nothing is published here yet. Rather than list articles that do not exist, this page sets out what is coming and points you at the reference pages that already answer most of it.

Every guide will be written from surveys we have actually built, and will be useful whether or not you run yours in this tool.

What already exists, and is probably what you wanted

The feature pages are written as reference material rather than as marketing, so a good half of the guides list below is already covered somewhere on the site. If you have a specific job in front of you, one of these will get you further today than waiting for an article:

  • The 16 question types — what each one is for, including the difference between a rating, a linear scale and a recommend score, and when a matrix is worth the width.
  • Conditional logic — show and hide rules, any versus all matching, and how branching interacts with scoring.
  • Scoring and quizzes — per-choice scores, per-question weights, and percentage bands on the thank-you screen.
  • Save and continue — resume links, and why long surveys need one.
  • Exports — how a matrix and an “Other” answer come out in the CSV, and when a per-response PDF is the right artefact.
  • Accessibility — what the respondent experience is built against, and what that means for how you write questions.

For task-level questions — where a setting lives, why a question is not appearing — the help centre is the faster route. For vocabulary, the glossary defines the terms these guides will use without stopping to explain them.

What the guides will cover

Listed here so you can tell us which one to write first. None of these are published yet.

Writing questions

  • How to word a question so it does not lead the answer
  • When a matrix is the right shape, and when it is a trap
  • Choosing between a rating, a linear scale and a recommend score
  • Ranking questions: full order or top-N
  • Writing an “Other (please specify)” option that earns its place

Structure and logic

  • Designing branching so the average respondent answers a third of the survey
  • Piping earlier answers into later questions without sounding uncanny
  • Classic, conversational or paged: picking a layout by length
  • Sectioning a long survey so progress feels real
  • Randomising answer options without breaking the Back button

Scoring and assessment

  • Building a self-assessment that scores itself
  • Weighting questions so the total means something
  • Setting percentage bands and writing the band copy
  • Why scoring only counts questions the respondent saw

Running the thing

  • Piloting a survey with ten people before you send it to a thousand
  • Close dates, response caps and what to say when a survey is shut
  • Running a statutory consultation end to end
  • Cleaning up test responses before the live link goes out
  • Reading the results: charts, CSV and what to put in the committee paper

The short version, while you wait

If you never read another word of this section, five rules cover most of what the guides will say.

Ask fewer people more questions, not everyone everything

What a respondent experiences is not the length of your survey but the length of their path through it. Branch early on the question that determines the shape of the rest — journey type, role, whether they used the service — and let logic hide the sections that do not apply. A long survey can present a short one to any given person.

Reuse a scale instead of inventing one per question

Respondents learn a scale once and then answer quickly. Switching between a five-point agreement scale, a ten-point satisfaction scale and a star rating in the same survey slows everyone down and makes the results harder to compare. Where the same scale repeats, use a matrix.

Write the analysis before you write the questions

Sketch the chart or the sentence you want at the end — “X% of residents supported the proposal, rising to Y% among people who cycle” — and work backwards. Questions that do not feed a sentence you intend to write are questions you are asking out of politeness.

Pilot with ten people

Ten pilot responses will find the ambiguous wording, the missing option and the branch that dead-ends. Then clear the test responses, which also removes their uploads and any partially saved sessions, so your real data starts clean.

Decide the ending in advance

Set the close date, the response cap and the closed message before the link goes out. Both the cap and the date are enforced by a database trigger rather than the interface, so a survey stays shut once it is shut.

Request a guide

The order these get written in is decided by what people ask for. If you are stuck on something specific — a consultation methodology, a scoring model, a matrix that will not fit on a phone — send it over from the contact page and it will go near the top of the list. In the meantime, the template structures sketch out thirty surveys by sector, and the resources index lists everything else published on this site.

Put the five rules to work.

Branching, matrices, scoring bands and a pilot you can clear afterwards are all in the builder today. Build one survey against the rules above and you will learn more than the guides will teach you.

  • Branch early so each person answers only their part
  • Reuse one scale across a matrix instead of inventing several
  • Pilot, then clear the test responses and their uploads
Start building