Set Survey Options

Specifying survey options lets you customize your questionnaire. You can set font attributes, choose how to notify customers of their progress through your survey, and specify how you identify customers.

You can also add back buttons to multiple-page surveys and change the default text of the button labels. Any questions that respondents answer are saved, making it easy to review or change answers from a previous page or to come back at a later date to finish a survey.

Additionally, mobile optimization is applied, by default, from your survey options. Mobile optimization makes your surveys user-friendly when taken on mobile devices. See Mobile Surveys.

1. In your open questionnaire, click Survey Options in the Survey Tasks section.
   The Survey Options window opens.
2. Enter field information.

   Survey Options Window

   Field	Description
   Font	Enter field information in this section to define the font attributes for the survey.
   Apply Survey Font	Select this check box to set the font attributes in the survey. Note: If you used a template to create the survey and then set the font attributes for the survey, the header and footer fonts defined in the template do not change to the new font attributes.
   Font Family	Click this drop-down list to select the font family.
   Font Size	Click this drop-down list to select the font size.
   Font Color	Click this box to open the Color window and set the font color in the survey. You can select a color from the Basic colors or click Define Custom Colors to define a color.
   Preview	Displays the font as it appears in the survey.
   Progress Indication	Enter field information in this section to determine how customers can see their progress in the survey.
   Display Question Numbers	Select this check box to display a number before each question. If cleared, questions appear unnumbered.
   Numbering Format	Click this drop-down list to select the number format you want to appear before each question. This drop-down list is available only when the Display Question Numbers check box is selected.
   Display Page Numbers	Select this check box to display page numbers at the top of each page of the survey (for example, Page 1 of 3). When this option is active, each question in a matrix is numbered in sequence with any surrounding questions. For example, if a four-row matrix is added below two text questions on the questionnaire, its rows are numbered 3, 4, 5, and 6. This option is not available in advanced mode.
   Display Progress	Select this check box to display a progress bar that shows customers how much of the survey they have completed. This option is not available in advanced mode.
   Completed Color	Click this color box to select a color to designate the completed portion of the survey in the progress bar.
   Current Color	Click this color box to select a color to designate the current portion of the survey in the progress bar.
   Remaining Color	Click this color box to select a color to designate the remaining portion of the survey in the progress bar.
   Border Color	Click this color box to select a color as the border of the progress bar.
   Button Properties	Enter field information in this section to change the properties of buttons used in the survey.
   Button Alignment	Click this drop-down list to select left, center, or right alignment. Left is selected by default.
   Next Page	To change the label of the next page button, which is set to Next by default, enter the name of the label as you want it to display.
   Final Page Submit	To change the label of the submit button, which is set to Submit by default, enter the name of the label as you want it to display.
   Previous Page	Select this check box to add a back button to your multiple-page survey. To change the label of the back button, which is set to Back by default, enter the name of the label as you want it to display.
   Class	Enter any class name you want to assign to the default buttons. You must define the class in your HTML document by either using the <style> tag to define the class inline, or posting the class in a CSS file on your web server and referencing it with the <link> tag.
   Style	Enter any style attributes you want to assign to the default buttons. Style attributes define how the buttons appear, such as color and font. For example, color: yellow; font-weight: bold; background: blue; border: 2px outset red.
   User Identification	Specify cookie settings in this section.
   Use Cookie	Select this check box to identify customers completing the survey by the B2C Service cookie set on their computer. The customer is first identified through URL parameters in the email link to the survey, and, if none exist, the cookie is used.
   Set Cookie	Select this check box to set a cookie for customers who are identified through the email link to the survey.
   Mobile	Set mobile optimization for surveys taken on mobile devices.
   Apply Mobile Optimization	Caution: By clearing this check box, surveys will not be optimized for readability or touchscreen compatibility on mobile devices. While the survey will still display on any device, the questions may not be easy to read and responding may be difficult when a mobile device is used. Clear this check box to disable optimization for mobile devices.

3. Click OK.