Support Home Questionnaire Builder 2 How To Guide

How To: Questionnaire Builder 2

  • Overview
  • Creating a new Questionnaire
  • Pages
  • Introduction
  • Building your pages
  • Adding objects to your page
  • Conditional logic
  • Branching
  • Randomisation
  • Stimuli
  • Adding Stimuli
  • Scoring
  • Scoring of participants' answers
  • Putting your Questionnaire online
  • Previewing the Questionnaire
  • Committing the Questionnaire
  • Sending Questionnaires to participants
  • Settings
  • Manipulations
  • Store
  • Customisation
  • Scripts
  • Scripts

Overview


Questionnaire Builder 2 allows you to create surveys and questionnaires incorporating text, images and a wide variety of response possibilities. You can collect participants' responses, write them to the Store and let them answer different questions based on their responses. There is a very high degree of flexibility on the design of pages which you have complete control over!

Importantly, you do not have to touch a single line of code. The majority of classic questionnaires can be built in Questionnaire Builder 2.

Read on to see what each part of the tool does, and follow our Step-by-step Guide to build your first questionnaire and learn the tools quickly.


Creating a new Questionnaire


A new Gorilla Questionnaire can be created within a Project by clicking the '+Create' button in the top-right corner and selecting Tasks/Questionnaires and choosing Questionnaire Builder 2:

A screenshot of the Create Menu, Questionnaire Builder 2 has been selected.

Then, you can enter a name for your new Questionnaire and press 'Create'. When choosing a name for your Questionnaire, try to make it something unique and memorable - a name you would easily associate with the Questionnaire contents.

You will use this name to identify your Questionnaire in your project. It is also the name people will see if you collaborate or share your Questionnaire with someone, so it's important that they would be able to recognise it easily too!

Once created, you will be directed to the Questionnaire Pages view, where you can start building your pages.

You can rename your Questionnaire at any time, or add a description, by clicking on the 'Actions' menu and selecting 'Name/Description'. Descriptions are limited to 1000 characters in length.


Introduction


The Pages tab is where you configure all the elements of your questionnaire. A Page is simply a sequence of questions or text, similar to a page of a printed survey, but you can put as much or as little on it as you want. A Page can be a single object (which might suffice for simple instructions), but more commonly will be several objects in sequence (e.g. date entry, dropdown menu, text input, etc.).

Example of a sequence of questionnaire pages showing one instruction page and two pages of questions

Building your pages


Creating new pages


Start by clicking Edit on the right. This will create the second version of your questionnaire, as you can see in the second screenshot below.

Start editing a page by clicking the blue button in the right corner

You are now automatically starting to build on page 1 of your questionnaire, but you can also add more pages by clicking the New Page button.

Click the button New Page on the right to start a new page

Editing pages


Once you have created your questionnaire pages, you can then reorder them (by dragging and dropping them), copy and paste them, or remove them if you no longer need them. You can edit the name of a page by simply clicking on the page name and typing the new name.

Example of options you have to remove, copy and paste pages
Warning

Note that page names are restricted to alphanumeric characters, spaces, dashes (-) and underscores (_) only.


Adding objects to your page


This section is very similar to the way you use objects in Task Builder 2.

By clicking the Add Object button, you will have the choice between different objects available for questionnaires. Just choose the one you would like to add and click Create. For a full list of all objects, have a look at our Questionnaire Builder 2 Objects Guide.

When you have added your object, your new object will now appear in the Object List, where you can edit its configuration settings (see image below for an example of the Dropdown object).

Example of a Dropdown object and its configuration on the right

You can create a copy of an object by clicking the black Duplicate button at the top-right of the Object Editor. This will create the same object on the same page, which you can then edit. If you need the same object, but on another page, you can use the copy and paste functions under the 3 little dots instead. The video below shows these actions:

When you are adding several objects to one page, they will appear on your page in the order they appear in the Objects list. If you want to change their order, simply drag and drop them in the Objects list to fit your needs.

Example of a Dropdown object, a Date Entry and a Multiple Choice List

Conditional logic


Every Object has a toggle for the Conditional setting. This is where you are able to set up whether you want to hide or show this object, based on a set of possible conditions. Let's say you want to ask participants first if they play an instrument. If they select Yes, you then want to show them a followup question about types of instruments they play.

Screenshot of 'do you play an instrument' question with Yes selected. Followup question appears below

Below you can see a screenshot of the Conditional settings for the Multiple Choice object corresponding to the second question above.

Conditional logic for an object to show if the response to the 'Do you play...' question was Yes

The Conditional setting is toggled on. The Default State is Hide, meaning that by default, this question will not appear. However, it will appear if our participants have answered 'Yes' to the previous question where we asked if they play an instrument. By binding to the response from this question, we can implement a skip logic (for participants who don't play an instrument) and a display logic (for participants who do play an instrument).

Tutorials that show this feature

Conditional Logic


Branching


Sometimes, you want to decide which page a participant sees next based on a manipulation or a response to a previous question. By using the Branch toggle in the Screen tab, you can set up a skip logic on every page and for every object you need this setting for. Below you can find an example where we are using the response from a previous question to branch participants to the appropriate page in the questionnaire.

Branching setting in the Screen tab to branch participants to Page 2 if the Response to a previous question equals Yes

On the Screen tab, the Branch setting is toggled on. Under Criteria, the default 'Match Field' is selected. The Field is bound to a previous response, to the question 'Are you happy to provide some more details about yourself?' Participants who answered Yes to this question will be branched to Page 2 of the questionnaire. Any participants who do not meet this criteria will continue with the normal flow of your questionnaire.

You can instead choose to always branch participants to a given page, regardless of their responses, by selecting 'Always' instead of 'Match Field' from the Criteria dropdown. This is useful in cases where you have several alternative pages for different groups of participants to fill in, but want to direct all participants on to the same final page afterwards.

Warning

If a participant's answers meet the criteria for multiple branching Destinations, they will be sent to the last specified Destination for which they meet the criteria. You can reorder Destinations by dragging them up and down in the Destinations list within the Branch component to ensure your participants are branched to the appropriate page.

Tutorials that show this feature

Branching


Randomisation


There are three types of randomisation which are possible in Questionnaire Builder 2. You can randomise entire pages, individual questionnaire items or the answer possibilities within a questionnaire item.

Tutorials that show this feature

Randomisation


Randomise Pages


In the page view, at the bottom, you can see the toggle Randomise Page Order. Switched on, this will allow you to display all your pages in random order. If you want to make some exceptions (i.e. some pages should not be randomised), you can add those to the Except field.

When in the page view, you can select to randomise pages and make exceptions to these

Randomise Questions


In the Screen tab of each of your pages, you can see the toggle Randomise Questions. Switched on, this will allow you to display all your questions (i.e. objects) in random order. If you want to make exceptions (i.e. some questions should not be randomised), you can add those to the Except field.

When in the Screen tab of your page, you can select to randomise questions and make exceptions to these

Randomise Response Options


Some questionnaire objects also allow you to randomise the response options, so that these appear in a different order for participants. If this is the case, you can find the setting within the settings of the object. Below, you can see an example of the Dropdown object with the randomising response options switched on.

When in the Object tab of your page, you can select to randomise response options for individual objects

Adding Stimuli


Stimuli are any media files (images, audio, video, etc.) which you can present to participants during your questionnaire.

You can add, delete, and manage stimuli on the Stimuli tab. To access the Stimuli tab, click the image icon in the left sidebar of the Questionnaire Builder. To add stimuli, click the Add First Stimuli button or the Add Stimuli button for any subsequent stimuli.

Stimuli Tab before adding stimuli

Browse the files on your computer and select the stimuli you want to add. Once the stimuli have uploaded, you will see a preview of each stimulus. Stimuli are shown 10 to a page. To navigate between pages, use the arrows at the top of the Stimuli tab. Click 'Remove' next to a stimulus to delete it from your task.

You can search for specific stimuli by typing part of the filename in the search box at the top left. You can also filter stimuli by type (image, audio, video, and document) using the Filter icons at the top of the Stimuli tab. Active filters are displayed in red, while inactive filters are displayed in black. Toggle whether a filter is active or inactive by clicking it.

Now that you have created an object and uploaded your stimuli, you can then use the 'choose...' dialogue to pick the stimulus you want to display in your object configurations.

Stimuli Tab before adding stimuli

Scoring of participants' answers


In Questionnaire Builder 2, we now have a Scoring tab where you can calculate participants' scores without needing a line of code!

Samples that use this feature

Generalised Anxiety Disorder (GAD 7) - Uses a single score.

Barratt Impulsiveness Scale (BIS-11) - Uses multiple scores.


Starting with a questionnaire


First, let's look at an example questionnaire. The image below shows how we could ask our participants about their language experience. We want to use this questionnaire to calculate a language proficiency score for our participants.

Questionnaire to ask participants severeal different questions about their language experience

The Scoring tab


Once you have created a questionnaire, navigate to the Scoring tab (icon looking like a bar chart) on the left side. Click on 'New Score' and enter a name for the score you want to calculate. If you want to calculate several different scores, this helps you to keep track of which one is which.

Now, you will be able to choose which pages of your questionnaire to include in your score calculation. In our example, as we only have one page, we decide to include it. If you have several pages, they will all appear here.

Scoring tab when you have switched the toggle to include a page in your score calculations

Including pages and individual items


After having included the page(s) which you need to calculate your score, you can choose all individual questionnaire items you want to include.

Starting with including the first two items of our questionnaire, which are both Rating Scales, we can now define a score for each of them.

Scoring tab when you have switched the toggle to include the first two items of page 1

By default, the answers to the Reading question (1, 2, 3, 4, shown in the column on the left) are scored in chronological order, starting from 1 (shown in the column on the right). In other words, at the moment, the score is matching the label of the response. We could also decide to start counting from 0, by choosing the Index from 0 option.

If we wanted to score participants answers in the opposite order, we could choose the Scoring Mode 'Reverse'. This has been done for the next question about participants' listening ability. This way, in our example, the answers 1, 2, 3 and 4 would be matched with the scores 4, 3, 2 and 1, respectively.

We could also apply a custom score, if we wanted to define individual values for each response. This is useful if some answers should account for significantly more points than others.


Individual scoring for grids


So far, so good, let's make this a bit more complicated. For example, consider the Multiple Choice Grid object from the questionnaire above, where we ask participants about their proficiency in several different languages. We could score all languages in the same way, but we could also score them differently. For the latter, choose the Scoring Mode 'Individual'.

Scoring tab when you have decided to score multiple elements of one questionnaire object individually

You can now decide, for each individual row, whether things should be scored by default, reverse scored or whether you want to apply custom scores. In the example, we have chosen to score answers to English in reverse mode, answers to French in default mode and answers to Spanish in custom mode. You can see that the custom scores for Spanish are higher than those for the other languages, so speaking Spanish leads to a higher score than speaking French, for example.


Previewing the Questionnaire


Once you have started building the pages of your questionnaire, you can preview how this will look to participants in two ways.

  1. Page Preview

You can interact with a single page of a questionnaire by using the Play button, as shown in the video below:

In the video, you can see that once Play button is pressed, you can interact with the questionnaire objects on the page. In the Debug panel on the right, the recorded responses are shown. You can also view how the questionnaire will look on desktop and mobile devices by click on the different device icons at the top of the page.

  1. Full Preview

At Gorilla, we also highly recommend previewing your survey in full, using the Preview button in the top-right corner of the Questionnaire Builder.

a screenshot of the Questionnaire Builder 2 editor. The red preview button in the top-right corner is highighted with a green arrow.

By clicking the Preview button, you can view the entire questionnaire from the perspective of a participant. At the end of the preview, you will be able to download the data from this preview. This is a great way to check that all the questionnaire responses are recorded in the way you expect, before launching your experiment.


Committing the Questionnaire


Once you have set up the questionnaire, you can commit it. Committing means saving a version of the questionnaire that you can always go back to. You must commit your questionnaire to be able to add it to an experiment and send it to participants.

To do this, click the green 'Commit' button at the top right of the screen. Then, enter a description of your changes in the text box and press commit to save the new version of the questionnaire.

A screenshot of Questionnaire Builder 2, the top right green Commit button has been highlighted.

You will know the questionnaire version is committed when you can no longer edit the questionnaire, and the blue 'Edit' button replaces the green 'Commit' button. These changes indicate that you are now viewing the committed version of the questionnaire, not editing it.

A screenshot of Questionnaire Builder 2, the top right blue Edit button has been highlighted.

Viewing a Previous Questionnaire Version


Each time you commit a new version of the questionnaire, the version number increases. You can view previous questionnaire versions by clicking on the 'Actions' button (to the left of the 'Edit' button), and then History.

From opening this History box, you can view previous questionnaire versions. The '(open)' text indicates that this is the version of the questionnaire you are currently working on and has not yet been committed.

To go back to a previous version of the questionnaire, choose this version from the dropdown and click 'Show this version' to view it. To roll back to this version, choose 'Restore' from the Actions menu.

Sending Questionnaires to participants


To send a Questionnaire to participants, you need to add it to an Experiment.

The Experiment Tree forms a framework around your Questionnaire that allows participants to enter the Questionnaire. You can also connect your questionnaire to other questionnaires and tasks in a single experimental flow.

Once you have constructed an Experiment Tree, you’ll want to distribute it to participants. To do this, go to the Recruitment tab in the Experiment builder. In this tab, you can choose a Recruitment policy, which will generate a URL to send to participants. We offer a variety of recruitment policies, all explained in our Recruitment Policy Guide. After selecting a policy, set your Recruitment Target (i.e., how many participants you want to complete your experiment), and apply any Participant Requirements, such as a time limit or specific device types.

As participants begin the experiment, they will appear as Live in the Participants tab. When a participant reaches the Finish node, their status will change to Complete. You can then download the participants' data from the Data tab.

Screenshot of the Experiment Builder showing a simple experiment with a Questionnaire node added between the Start and Finish nodes

You can find out more information on how to design and build your Experiments in our Experiment Builder: How-To guide.


Manipulations


Manipulations allow you to change settings on your questionnaire from within the experiment tree. You can use manipulations to implement between-participant conditions in your questionnaire.

To add a manipulation, navigate to the questionnaire setting you want to manipulate. For example, imagine you want to use a manipulation to vary the labels of your slider object between participants. Go to the relevant page and navigate to the Slider object and toggle Add Labels. Then click Bind (the link icon to the right of the setting).

Binding to a Manipulation

You can find more information about binding to manipulations, including how to configure manipulations in the Experiment Tree, in our Binding Guide.

To view all manipulations set up on your questionnaire, go to the Settings tab on the left and click Manipulations. Here, you can delete any manipulations you are no longer using by clicking the bin icon on the left of each manipulation. You can also add a description for your manipulation, set its Label and Key, define Options, and set up a default value.

Settings were you can define and configure your manipulation

Label: This is the name of your manipulation, as it will appear in all configuration menus.

Description: Use this to add a description of your manipulation and its possible values.

Key: This is the name of your manipulation, as it will be referred to in Gorilla's underlying code. By default, the Key is identical to the Label. You will need to use the Key if you refer to your manipulation within a script.

Default: Use this to set a default value for your manipulation. This value will be used if you do not set a value manually within the Experiment Tree.

Options: Here, you can define options for the values of your manipulation. If you define options, these options will show up as a dropdown menu when you set up your Task in the Experiment Tree. If you do not define options, then you will enter the value of the manipulation in a free text field when you set up your Task in the Experiment Tree.


Store


The Store is a place to save participant data that you want to use later in the questionnaire or the experiment: for example, participants' responses to specific questions. Each piece of data that you save in the Store will be saved in a named Field, so that you can retrieve it and use it later. If you're already familiar with Questionnaire Builder 1, this is analogous to what was previously called embedded data.


Saving data to the Store


For example, imagine that you want to save participants' response to the question whether they have ever taken swimming lessons in their life. Navigate to the object (the question) where you collect participants' responses. In the example below, we are using a Dropdown object with two response options (Yes or No). You can then Save the data from this question to the Store, by creating a new Field under which the data will be saved.

Creating a Field in the Store for saving the response to this question

This will appear under Destinations now, preceded by an orange F (which indicates that you have created a Field in the Store).

Stimuli Tab before adding stimuli

Retrieving data from the Store


Now, navigate to the page where you want to retrieve and display the values of the Store field you created earlier.

There are two ways to retrieve fields from the Store and display their values on your questionnaire page:

  1. Directly bind an object to a Store field. You can find how to do this in the Binding Guide.

  2. Incorporate Store fields within a Markdown text object. This is the easiest way to show participants their responses.

Add an object to your screen containing a Text component. In the component's Raw Text field, type the text you want to display to the participant. To incorporate a Store field, use the syntax ${store:myField}. For example, 'Hello ${store:firstName} {store:lastName}'.

Tutorials that use this feature

Saving to and retrieving from the Store


Customisation


In the Customisation tab, you can add a Back button, change the text of the Next button, and set your questionnaire text to display in right-to-left mode.


Next Button Label


Here, you can customise the label shown on the Next button at the bottom of each page of your questionnaire.


Show Back Button


Toggle this setting on if you want to show a Back button that allows participants to return to previous pages of your questionnaire. You can also customise the label shown on this button.


Right-to-left


Toggle this setting on if you want the text on your questionnaire pages to be displayed from right-to-left.


Scripts


Coming soon!