Practical guides for building research surveys with care: plan the instrument, choose question types, route respondents, publish the study, and review the data before analysis.
Start a new survey by planning the study sections, adding questions, previewing respondent paths, and checking the export.
Plan constructs, measures, treatments, outcomes, and blocks before you begin building the instrument.
Import an existing survey from supported files, then review the draft before piloting or publishing.
Prepare consent, screening, respondent routes, data fields, review links, and documentation for IRB review.
Use the keyboard-driven command palette to navigate, add questions, publish surveys, and apply survey options without leaving the keyboard.
Install and use the offline extension, protect local survey edits, reconnect safely, and verify synced drafts before publishing.
Randomize questions, answers, rows, columns, or sliders when order effects could shape responses.
Pilot a survey by checking wording, mobile layout, Flow paths, randomization, quotas, and export structure.
Use earlier answers or variables inside later prompts when a respondent-specific label is helpful.
Use screeners, attention checks, validation, reCAPTCHA, pilot testing, and exports to review data quality.
Plan translated instruments, language paths, equivalent variables, and export notes for multilingual studies.
Duplicate a prior survey when a new wave, classroom study, or related experiment should start from trusted structure.
Design surveys with clear wording, readable scales, mobile-friendly layouts, and inclusive response options.
Plan repeat waves with stable variables, comparable wording, respondent identifiers, and matched exports.
Design privacy-conscious surveys by reviewing identifiers, participant links, consent language, and exports.
Build mobile-friendly surveys with readable pages, accessible question types, compact layouts, and real-device testing.
Use attention, comprehension, and manipulation checks when they serve a clear design or quality purpose.
Use required answers and validation rules where they improve data quality without adding needless burden.
Break a survey into manageable pages, pace dense tasks, and test progress cues on desktop and mobile.
Save survey versions, restore snapshots, recover deleted blocks or questions, and check recovered surveys before publishing.
Use multiple choice questions for clear categories, screeners, branches, quotas, and readable exported values.
Use dropdown questions when a long list should stay controlled without taking over the respondent's screen.
Collect typed answers, numeric entries, and open-text responses with validation when the study needs it.
Measure priorities or preferences when the order of choices matters more than a single selected option.
Build repeated measures, scale batteries, and Likert-style items that export in a tidy, interpretable form.
Design conjoint tasks for preference experiments with randomized attributes, levels, and choice-based outcomes.
Collect continuous ratings or probability judgments when a scale needs more nuance than fixed categories.
Use Text Chat questions when a study calls for a guided conversational response rather than a fixed form field.
Show consent text, instructions, stimuli, videos, or treatment material without collecting an answer on that screen.
Collect click locations on images, prototypes, maps, advertisements, or other visual stimuli.
Add reCAPTCHA to reduce automated traffic on public links while keeping other quality checks in place.
Use custom HTML, JavaScript variables, and Python validation only when standard settings are not enough.
Create Likert-style scales with clear labels, consistent direction, numeric recodes, and export checks.
Build demographic blocks with inclusive options, appropriate categories, recodes, and privacy-aware exports.
Choose a question type by starting with the variable, the respondent task, the device, and the export.
Add images, videos, screenshots, prototypes, or other stimuli with clear routing and export documentation.
Use blocks to separate consent, screening, treatments, outcomes, demographics, and reusable study sections.
Build consent pages, eligibility screeners, early exits, and screening variables with clear respondent paths.
Create completion, ineligible, quota-full, and debriefing endings that explain what happened next.
Create condition sets for random assignment, stratified assignment, or routing based on an earlier variable.
Use Flow to build eligibility paths, treatment routes, follow-up sections, and clear endings.
Plan arm sizes, assignment percentages, stratification, and quota targets before collecting responses.
Design online experiments with random assignment, treatment blocks, manipulation checks, quotas, and usable exports.
Find broken paths by testing Preview, checking source variables, reviewing Flow, and confirming exports.
Prepare a survey for launch, publish the participant-facing version, and choose the right link for review or collection.
Set target counts, monitor quota progress, and route respondents clearly when a group is full.
Choose draft, public, or personal links for collaborators, pilots, participants, and live collection.
Generate unique survey links per participant, monitor completion rates, download pending links, and send reminders to non-responders.
Adjust themes, logos, public tab titles, fonts, and colors while keeping the respondent experience readable.
Prepare surveys for panel recruitment with screeners, quotas, personal links, quality checks, and export review.
Plan incentives, completion codes, end screens, redirects, and export checks before participants begin.
Pause or close collection with a backup export, link review, quota notes, end screens, and fielding records.
Create panels, import member lists, manage opt-outs, track wave participation, and identify non-responders.
Use Set N, Min N, cell counts, and Flow checks to evaluate whether a survey design has enough respondents.
Create readable variable names, stable answer labels, and recodes before the data reach analysis.
Export responses, condition assignments, randomized display order, metadata, and documentation for analysis.
Prepare codebooks, variable names, recodes, exclusions, and export documentation before analysis begins.
Create API keys, authenticate requests, paginate responses, and handle survey data securely.
Review responses, identify test submissions, apply planned exclusions, and document cleaning decisions.
Debug API pulls by checking keys, headers, survey ids, pagination, status codes, and manual exports.
Connect OSF, link projects, add preregistration records, log amendments, and push reproducibility files.
Generate synthetic test responses, review export behavior, and remove generated rows before real analysis.
Download survey instruments, codebooks, Flow diagrams, security overviews, and replication files for review workflows.
Coordinate team access, review links, shared materials, and publishing decisions without losing the study record.
Review login details, two-step verification, connected accounts, profile settings, workspace identity, and deletion safeguards.
Store provider credentials for AI, text chat, Silicon Samples, email, SMS, OSF, and other integrations.
Tune appearance, readability, question type organization, Flow Canvas behavior, defaults, shortcuts, Auto Tidy, and notifications.
Save approved blocks, question batteries, consent language, screeners, and themes for careful reuse.
Create reusable study starters from approved blocks, Library material, duplicated surveys, and pilot checks.
Join or create Library communities, reuse shared materials responsibly, organize folders, and report content.