根据不同的岗位职责和工作内容创建角色，有序开展工作。

角色

Getting Started

My Surveys is the system's questionnaire manager, designed to display and manage survey projects for your current account or team organization.

My Surveys

Description of the survey card functionality.

Survey Card

Users can create survey folders to organize and categorize their surveys.

Survey Folder

Filter surveys by status and set sorting rules for surveys.

Survey Filtering and Sorting

Quickly search surveys by entering keywords.

Survey Search

The system supports team collaboration, allowing you to join teams and share surveys, resources, and data with colleagues, boosting work efficiency significantly.

Switching Accounts and Teams

Creating a Survey

Start from a blank survey and build your personalized survey step by step.

Create a Blank Survey

Choose a survey template from the template library to create a professional survey quickly.

Create from Template

Write your survey in Word format, upload the text, and effortlessly create a simple survey.

Create Survey from Text

Import surveys directly from files, share surveys across accounts and teams, and exchange even the most complex surveys with ease.

Create Survey from File

Create a new survey and save it to a specified location

Create at a Specified Location

A comprehensive overview of the survey editor interface, including canvas area, survey components, view controls, property editing, survey publishing, and navigation

Survey Editor Interface

The Survey Editor is the most important survey editing tool, and mastering the canvas is fundamental to proficient survey editing.

Survey Editor Canvas Area

Nodes are the fundamental building blocks of a survey. Connected through input and output ports, they form the survey flow.

Survey Nodes

Connections link survey nodes and control the survey logic. By drawing connections on the canvas, the survey flow becomes clear and visual, making it easy to understand and avoid mistakes in skip logic.

Connections

Learn essential canvas operations like panning, moving nodes, adding and removing connections.

Basic Operations

A comprehensive guide to Windows keyboard shortcuts and operation techniques for efficient survey editing

Windows Keyboard Shortcuts and Operation Tips

A comprehensive guide to Mac keyboard shortcuts and operation techniques for efficient survey editing

Mac Keyboard Shortcuts and Operation Tips

The node library and module library contain over 30 powerful question nodes and function nodes for building professional surveys.

Adding Nodes

Images and videos are essential media for surveys. The media library helps you manage all media assets in your current survey, with features like quick media location and replacement to help you efficiently work with media resources.

Media Library

Want to enhance your survey's visual appeal and make it unique? The theme library offers rich style controls and preset themes to make your survey stand out.

Themes

Take your survey to the next level with variables! Beyond nodes, connections, logic, loops and randomization, variables add powerful dynamic capabilities to your surveys.

Variable Library

The timer helps track and calculate response times for each survey question, providing optimization suggestions. You can use this timing data to set time limits for the entire survey or individual questions.

Timer

View all question nodes in your survey and customize their order in the final data output.

Node Navigator

Built-in interfaces can handle complex survey logic without coding. You can also try interface variables and write custom interface code to meet all your survey needs.

Built-in Interfaces

Generate a document-style printout of your survey that displays questions in list format, complete with annotations for survey logic, skip patterns, variables, and other settings - perfect for documentation and verification.

Print Survey

Export your survey to share with colleagues via USB drive or email. Import surveys to build upon others' work, saving time and effort by avoiding duplicate work.

Import and Export

Need assistance? Visit our Help Center for comprehensive guidance and support.

Help Center

Master canvas view operations like zoom in and out. The "Show All" feature ensures you'll never get lost in complex surveys again.

View Operations

Master node operations like copying nodes, hiding unused nodes, and other node management tips.

Node Operations

Organize nodes into groups to streamline your survey canvas and configure single-page displays for better organization.

Group Operations

Never lose track of nodes in complex surveys. Global search puts everything at your fingertips.

Global Search

The Properties panel is the most essential workspace in the survey editor, where all your property configurations come together.

Properties

Configure additional options and validation rules for your survey questions through the Settings panel.

Settings

Don't worry about editing mistakes - use Undo and Redo to fix them easily.

Undo and Redo

Need to make changes to your survey but worried about losing previous versions? Don't worry - save survey versions to easily roll back to important milestones whenever needed.

Save and Version Control

After completing your complex questionnaire, preview and test it to check for any errors.

Preview and Test

Publish your survey quickly and start collecting responses right away.

Quick Publish

增加问卷题目

增加题目选项

选项太多了，一项一项输入选项太慢了，批量输入选项更方便些。

批量输入选项

设定题目跳转

设定开始和结束节点

问卷全局设置

看看题目的显示效果，体验下问卷的整体流程。

问卷预览和测试

完成问卷编辑，快速发布问卷。

快速发布

预览和测试功能详细介绍汇总。

预览和测试

问卷实时预览和完整预览的详细介绍。

实时预览和完整预览

问卷测试

预览测试过程中，保存预览测试进度书签，缩短测试时间，提高工作效率。

预览测试进度书签

统计预览测试用时为您优化问卷题目提供建议.

统计预览测试用时

问卷打印

问卷发布

当问卷没有设定红包、没有收集数量和收集时间限制时，可以快速发布问卷。

问卷通过收集器来收集问卷，一份问卷可以创建多个收集器同时收集数据。

新建收集器

开启收集器，生成正式问卷链接和二维码，分享他们，开始收集数据。

收集器

除了问卷二维码和链接外，我想把问卷嵌入到我们的企业网站页面里，试试看代码嵌入。

分享设置

设定问卷回复数量，也可以通过配额设定自动关联问卷回复数量。

回复数量限制

设定问卷收集数据的截止时间，支持不限日期和时间地收集数据。

日期与时间限制

被访者多次回复同一份问卷可能会对数据结果产生潜在影响，设定您个性化的多次回复和收集器限制策略。

多次回复和收集器限制

问卷渠道设置控制收集问卷数据的渠道，并且可以设置在问卷中获取被访者微信ID。

预估

设置问卷Webhook触发事件，当发生特定事件时触发指定的处理流程，例如与样本库实现状态对接等。

Webhook设置

掌握问卷收集数据进程，图表展现每小时、每天的问卷收集数量变化。

回复数据图表

问卷数据表格布局控制，使表格更符合我的阅读习惯。

数据表格布局

输出问卷数据，支持CSV、SPSS格式，还可以打包下载被访者上传的文件。

导出数据

对数据结果打标签、清理规整数据结果以及清洗数据结果。

编辑修改数据结果

个性化地排列数据表格里的数据列顺序，还能隐藏指定数据列，数据表格布局帮助您个性化地调整数据表格布局，提高数据查看效率。

创建数据表格布局

在问卷正式上线前，自动生成批量测试数据。

工具

数据过滤器提供强大的数据过滤功能，设定数据筛选条件，为您精准筛选出符合复杂逻辑关联条件数据集合。

过滤器

问卷题型及工具节点清单

选择题

打分题

演示评价题

权重题

填空题

排序题

菜单题

级联题

图标题

图片选择题

图片热点题

描述节点

上传题

定位题

范围定位题

矩阵题

结束节点代表问卷结束，问卷所有的问题已经回答完毕，问卷结束时还可设定发放奖励、跳转到指定页面、调用指定接口等多种后续功能。

结束节点

图片热力题

最大差分题

逻辑节点用来判断逻辑条件，控制问卷流程走向。

逻辑节点

循环节点用于对一组问题循环提问。

循环节点

随机节点用于在答题过程中打乱题目的出现顺序，并可以从随机题目队列中抽取一部分展现给被访者。

随机节点

甄别节点用于设定问卷的甄别题目，在问卷里加入甄别节点后，甄别节点前的题目将切换为甄别模式，甄别模式题目可设定配额。

甄别节点

验证节点提供了短信验证，密码验证和验证码对被访者进行验证。

验证节点

设定抽奖策略，按预设规则发放红包奖励。

抽奖节点

奖励节点用于发放微信红包等奖励。

奖励节点

数据节点只用于承载数据，象一个盒子一样聚合不同涞源的数据，便于后续数据引用。

数据节点

开始节点是问卷的首页面，可以设定问卷封面、标题、图片、说明等信息。

开始节点

中转节点用于把连接到同一个节点的连线汇集在一起后再中转连接到目标节点，使问卷画布更为简洁清晰。

中转节点

节点属性设置项汇总，以及问卷全局设置。

问卷和节点设置

题型切换和题目编号设定，以及在画布上快速定位当前节点。

题型切换和题目编号

问题内容和描述

题目图片和视频

设置问题题目标签，个性化的标签有效提升数据解读效率。

题目标签

媒体资源

图片资源

视频资源

可以为每个选项设定唯一的编号。

选项编号

可以对选项进行分组，并且设定不同分组间的互斥排他特性。

选项分组和排他

选项备注用于被访者选择选项后，提示其进一步地输入备注说明文字。

选项备注

对被访者输入的内容进行格式验证，拒绝接收不符合格式要求的数据。

输入验证

预设选项是一些经常会用到的问题。

预设选项

有些选项的输入框和排序图标之间会有个箭头图标，开启后显示选项的附加设置。

附加设置

选项引用在当前题目选项中插入该被访者在之前的选择。

选项引用

显示条件可以设定选项的显示条件，在同一道题目中，不同条件的被访者看到不同的选项内容，同时又不改变题目选项结构。

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