How do I use the Questionnaire step in Survey?

Table of contents

This section covers how to use the Questionnaire step to:

Set up screening questions for respondents
Create your survey questions
Create multiple option questions
Adjust the order of your questions
Group questions into sections
Insert questions to and from the question bank

Set up a screening questions for respondents

In the Screening questions substep of the Questionnaire step, you can set up your screening questions.

These questions are shown to respondents before the study begins. Respondents cannot proceed until they answer them (if you have this option enabled).
Screening questions can only be multiple-choice types: Dropdown, Checkbox, or Radio Button.
The purpose of screening questions is to include only respondents who meet your specific criteria.

Step 1

Write your questions. You can provide additional information in the Description field when necessary.

Step 2

Select whether you want the screening questions to appear as a Dropdown, Radio Button, or Checkbox selection. You can add as many as you like.

Step 3

Click Add answer to create as many answer options as needed.

Step 4

For Radio Button and Dropdown answer types, use the Reject checkboxes to mark which answers should exclude respondents who select them.

For Checkbox answer types, set each choice as Must select, May select, or Cannot select, depending on how it should affect qualification.

Step 5

Below the screening questions, you can customize the message displayed to respondents who have been rejected.

You can also set a redirect URL for those who have been rejected (e.g., to link them to a different study that is open to anyone).

Create your questions

In the Survey questions substep of the Questionnaire step, you can set up your survey questions.

Step 1

If needed, customize Survey title and description shown before the survey – for example, to provide special instructions for answering the questions. This can also be turned off.

Step 2

Write your questions. You can include additional information in the Description field or attach an image if necessary. Images can be zoomed in and are scrollable for participants.

Step 3

Select the answer type. Answers can be:
– Free text: single-line, multi-line, or numeric input.
– Multiple choice: checkboxes, checkboxes with images, checkbox grid, radio buttons, radio buttons with images, or radio button grid, dropdown.
– Scoring: 5-point or 7-point Likert scale, or Net Promoter Score (NPS).

Step 4

Select Answer required if you want the question to be mandatory. Otherwise, respondents will be able to skip it.

Step 5

If the question collects personal data, mark it as Collects personal data. In this case, participant consent is required before proceeding. You can toggle Privacy & Consent message in the Messages step.

Step 6

Click Add question to include more questions, and repeat steps 2–5 for each one.

Above the list of questions, you’ll find an option to import or export questions using a CSV file. Use this feature to easily reuse surveys across studies or to import surveys created outside the study setup environment.

Use UTF-8 encoded CSV files to ensure that the import works correctly. The simplest way to save your imported file with UTF-8 encoding is to edit it through Google Sheets (click the link for more instructions). To get a UTF-8 encoded file when saving your file in Excel, go to File -> Save As and select CSV UTF-8 before you click Save.

CSV file format example

Define your questions

You can add as many questions as you want. This example shows how to set up a multiple option question so you can later segment respondents based on the extent of their past experience with your company.

Collecting Personal Data

You can toggle the option that indicates whether your questions collect personal data (any information related to an identifiable individual, such as a name, email address, or ID number). When this option is enabled, respondents will be informed about it in your custom Privacy Information and Consent message.
You can also select specific questions that collect personal data. This helps respondents understand which questions involve personal information, as outlined in your custom Privacy Information and Consent message.
To display this information to respondents, make sure the Privacy and Consent message is enabled.

Answer Options

After selecting one of the multiple-option answer types (Dropdown Select, Radio Button, or Checkbox Select), you can add more options by clicking + Add answer option.
For Dropdown Select and Radio Button questions, respondents can choose only one option. For Checkbox Select, they can choose multiple options at once.
Each option must be between 1 and 250 characters long.
Select Random order of answer options to randomize the order in which options are displayed for each respondent.
Click the Trash Bin icon to remove any option.
You can enable Allow other answer when using Dropdown Select, Radio Button, or Checkbox Select question types. This lets respondents enter their own custom answer.
If you enable Require to justify answer, respondents will be asked to provide a short text explanation for their selection.

Grid Questions

Grid questions are best suited for asking participants about pairs of items taken from two sets.

For example, the rows can represent time slots and the columns can represent days.

In a Checkbox Grid, participants can select multiple options, regardless of their row or column position.
In a Radio Button Grid, participants can select only one option per row.

Likert Scale Questions

Likert scale questions ask respondents to rate their level of agreement with a statement. For example: “Please select how much you agree with the following statement: The information on example.com is organized in an intuitive way.”

The higher the score, the more the respondent agrees with the statement.

The highest score represents total agreement.
The lowest score represents total disagreement.

You can choose between a 5-point and a 7-point Likert scale.

The 5-point scale is easier to interpret.
The 7-point scale provides more nuance and allows respondents to express subtle differences in opinion.

You can customize the labels for the lowest and highest points of the scale to clarify their meaning.

If you enable Require to justify answer, respondents will be prompted to explain the score they selected.

Net Promoter Score

Net Promoter Score (NPS) questions are used to measure overall user satisfaction and loyalty. They typically look like this: “How likely are you to recommend example.com to your friends or colleagues?”

Respondents answer on a scale from 0 to 10, where a higher score indicates a greater likelihood of recommending your product or service.

Respondents are grouped into three categories:

Promoters (9–10): Highly satisfied users who actively recommend your product or service.
Passives (7–8): Content users who are generally satisfied but not enthusiastic; improvements can help prevent them from switching to competitors.
Detractors (0–6): Unhappy users who may share negative feedback. Their insights are valuable for identifying issues.

Your final Net Promoter Score is a number between –100 (if all respondents are detractors) and 100 (if all respondents are promoters).

You can also customize the labels of the lowest and highest scores to better reflect the intent of your scale.

Question Order

You can choose to randomize the order of your questions.
When randomization is enabled, you can keep the first, the last, or both questions fixed in place — or randomize all of them.
If the order of questions is not randomized, they will appear in the same sequence as shown in the study setup.
You can also manually change the order of questions by dragging and dropping. Simply grab a question with your cursor and move it up or down the list.
Alternatively, click the ellipsis (⋯) button next to a question and use the Move up or Move down options to adjust its position.

Group Questions into Sections

You can organize your questionnaire by grouping questions into sections.
When you enable sections, you’ll be able to divide your survey into multiple parts, each with its own title and description.

This helps you structure your study more clearly – for example, by separating questions by topic or task – and makes it easier for respondents to follow along.

Survey Structure

You can choose how your survey is displayed to respondents:

Everything on one page – All questions are shown at once.
One section per page – Each section appears on a separate page. You can also allow respondents to go back to previous sections. This option is visible only when sections are enabled.
One question per page – Each question appears individually. You can allow respondents to go back to previous questions if needed.

Use these options to control the pacing and navigation of your survey experience.

Question Bank

The Question bank is your personal library of reusable questions and sections. It helps you keep your studies consistent, save time during setup, and easily share standardized questions across your team.

Save Qustions to Question Bank

You can save both individual questions and entire sections to your personal Question bank. This allows you to reuse them later across different studies, saving time and keeping your questionnaires consistent.

Saving questions

You can save you question to Question bank by clicking 3 dots in the question header, and selecing Save to question bank. When saving a question, you’ll be asked to:

Choose a category.
Add up to 5 labels for easier searching and filtering later.
Confirm your selection by clicking Add.

Saving sections

You can save you section to Question bank by clicking 3 dots in the section header, and selecing Save to question bank. When saving a section:

Choose a category and add up to 5 labels, same as for questions.
Optionally, write a section description – a short internal note describing what this section is about. This description is only visible to you for identification purposes (participants will never see it).
Click Add to confirm.

Saving questions and sections helps you build your own library of reusable content, making it simple to create new studies without starting from scratch.

Add question to question bank

Tag your question with a category and up to five labels to make it easier to find later. Categories help you group questions by topic, while labels serve as keywords for filtering and search.

Import from Question Bank

You can import both questions and sections directly from your Question Bank into any study.
To find what you need, simply use the search and filtering options.

You can search by keywords and filter by:

Type – question or section
Answer type – such as dropdown, radio button, or checkbox
Category
Labels – labels you’ve assigned for easier organization
Created by – useful when multiple team members contribute to the same bank

Once you find the item you want to use, just click Add questions. It will be added directly into your questionnaire where you can edit or rearrange it as needed.

Question bank

Search your saved questions and sections, filter them by type, answer type, category, labels, or author, and select the ones you want to add to your study. Once ready, click Add questions to insert them into your questionnaire.

Skip Logic

By enabling Skip Logic in your Survey, you can control what happens after each question.
This feature lets you tailor the questionnaire flow to each participant, ensuring they only see questions relevant to them.

When Skip Logic is enabled, the One question per page setting is automatically applied. This prevents participants from viewing questions that don’t apply to them.
Please note that Skip Logic cannot be combined with random question order, since Skip Logic relies on a specific sequence of questions.

Include skip logic

Including the skip logic in your questionnaire automatically adjusts some of the other options presented.

Available Next Steps

For each question, you can define what should happen next:

Next question – The participant moves to the next question in the order defined in your study setup.
Study end – The study ends immediately after this question.
Specific question – You can direct participants to any other question in the questionnaire.

IMPORTANT

Avoid creating cycles (loops) between questions, as studies containing cycles cannot be launched.

Also, make sure that every question in your questionnaire is reachable from at least one other question.

Choosing the outcome of the question

Determine what the next step for your participant should be. Are they going to proceed to the next question, a different specific question, or is their journey through your questionnaire ending?

How to Apply Skip Logic

You can apply Skip Logic based on either a selected answer or a skipped question.
Different question types allow for different Skip Logic setups:

Radio buttons: Assign a different outcome to each answer option, including the “Other” option if enabled.
Likert scales: Define breakpoints or intervals along the scale and assign outcomes to each range.
- Example: In a 5-point Likert scale, values 1–2 could lead to one outcome, 3 to another, and 4–5 to a different question.

Defining Likert scale intervals

Toggle the breakpoints on your Likert scale to define intervals. You can choose a different outcome for each interval.

Messages Step Branding Step