You can create surveys or add to existing ones by uploading (importing) questions and pages. This feature is available for all account types. To import questions, there are four basic steps which I will describe in detail later on:
- Create a survey (click on the Create button and add a survey title)
- Use a spreadsheet program to add the questions and question details
- Save the spreadsheet as a .csv (comma separated values) file
- Import the csv file into your survey
Create a survey
I won't go into detail on this step as we have already created a help guide that describes this process.
Create spreadsheet with question details
Here is where things start to get fun! First, open your favorite spreadsheet program, such as Microsoft Excel, Google Sheets, LibreOffice, etc. Now, each line in your spreadsheet will refer to a separate action, such as "add a new page" or "add a date question". There is an exact structure that needs to be followed when preparing your spreadsheet.
You need to enter "surveyrock_upload" (without the quotes) in the first line and column of your spreadsheet (cell A1).
Every line after the first row has to start with a command token in column "A" of your spreadsheet. That is a word that tells us what you want to do next and it must start and end with two asterisks (**). The valid command tokens for the first column are:
In addition to the tokens mentioned above, some questions can have additional tokens in the same row but in later columns. They offer more necessary details about the question:
When want to add a new page to your survey, enter **page_break** in the first column. If you'd like to give this new page a specific title, enter it in column B of the same line.
When adding questions to the spreadsheet, please always follow these rules: column A is always the question type (e.g. **rating_scale**), column B is always the title, column C always shows if the question is required (y) or not (n). If your question type requires choices, rows or columns, that always comes afterwards, starting in column D.
A picture says more than a thousand words, so here is an example spreadsheet.
If you are familiar with the standard process of creating a SurveyRock survey by adding each question in the traditional screen, then you know which fields are necessary for each question. Here is an overview.
The following element types only require a title/text and nothing else.
Required Setting: You also have the option of letting SurveyRock know if the question should be required. In column C enter y or n. If the field is left blank, it will be set to 'not required'.
The **multiple_choice** question requires a title and **choices**. Each choice needs to follow, one per column. Optionally, you can also include a **choice_layout** (dropdown / vertical / horizontal) and a **choice_type** (one / many).
The **ranking** and **text_multiple** questions requires a title and **choices**. Each choice needs to follow, one per column.
The **rating_scale** and **matrix** questions require a title, **rows** and **columns**.
Here is an overview of what is required (R) and what is optional (O) for each element type:
Here is an example spreadsheet that we put together for a feedback survey for a sandwich restaurant.
Save the Spreadsheet
When you're done making the changes to your spreadsheet, save it as a .csv file. Each program works a little different but typically when you click on "Save as", you will see a few different file formats. Select the one mentioning CSV.
Import CSV File
The last step is to import the csv file into SurveyRock. Either create a new survey or edit an existing one. Click on the Survey dropdown menu on the right of the page and then Upload Questions.
Next, either drag the .csv file into the blue outlined box or else click somewhere inside the blue box, select your file and then click Open. You will see a success message and you are brought back to the survey editor page with the newly uploaded questions displayed.