How to set up a Scale Question?

Main use:

Similar to a choice question, but by default the scale option is shown only on a horizontal manner. They are usually used to gauge agreement, importance, preference or likelihood. 

Using a Scale question vs Choice Question

- By default, the options in a Scale question are already set up/aligned in a horizontal mannerfor participants to easily choose the answer using a full scale.

Standard Choice Question (Scale Type of Question)

- In the standard choice question, making a scale type of question is not aligned by default (but can be modified using the EDIT DESIGN)

How to set up in the platform:

1. In the Questionnaire Builder page, add new question OR insert new question by hovering over an existing question and click the green (+) button (either above or below the existing question)

2. Select Scale from the popup menu that appears. 

3. Write your question number or label in the upper box and write your question in the Question Text Box. 

4. Add the participants' choices using the Options and Options Settings:

- If adding options by typing choices one by one, click on Add New Options

- If adding options using copy paste from a list, click on Batch Add

- You can also add options using the pre-determined list in the Library, using Add From Library

- You can also save the options you created and click Save Options to Library (and it will be added in the Add From Library drop down list)

- If adding options from an existing question, click on PIPED OPTIONS

- To add a mutually exclusive option, you can select (+) Not Applicable and edit the wording for Not Applicable (for example: None of the above)

- To add Other responses click on (+) Other, Specify and participants can type in and specify their answer (not in the listed option)

Limitations of editing the answer options in the Scale Question:

The answer options for a Scale Questions are available 3 formats: Text, Image, or Both (both image and text)

Text Format - when using Text Format, please note that users cannot edit the size of the option (i.e. bigger fonts in the chat/ survey).

Tip: Instead of using Text Format, users should use the Image or Both Format and upload an image version of their scale (either images created in powerpoint) and customize the scale with the uploaded image.

Users can save this customized scale option to the platform (click the button got Save Option to Library) and use it for similar Scale questions.

Note: Please also check the option labels once you upload an image. Make sure to toggle on Advanced Mode to check if you have proper labeling on your options. If you toggle on Advanced Mode, you see the option label below with # (this is the one you will see on the dashboard reports). Please ensure that you have the same label on the upper box label and # label

Please see more details here for ADDING OPTIONS. 

Other Useful Settings

To allow participants to update or change answer after submitting, toggle on Allow User Corrections. 

To allow participants to go to the next question by clicking the Continue button, toggle on Include Continue Button, and edit the button text as needed.

Useful Option Settings

OPTION FORMATS

The users can specify the option formats and choose from text, image and both.

- See more details here for OPTION FORMATS. 

EDIT DESIGN

The users can only edit the design for options with images (by clicking the button "EDIT DESIGN").

(By default, the options are shown all in a row for scale questions)

In this feature, you can only edit image display (circle or square).

ADVANCED MODE

Enabling this feature by toggling ADVANCED MODE allow users to:

1) Modify option values/codes (by default it equals to the option position, e.g. the first option has the option value/code "1")

2) Modify option labels, which will be shown on dashboard and/or data file  (by default it equals to the option text and/or option image file name)

3) Select options to be visible or not visible to participants by clicking the branching icon (for display logic) then add option condition (For more details please go to OPTION CONDITION article). 

Note: There is no feature to randomize the options in a scale question

- See more details here for ADVANCED MODE.