The Social Pinpoint Learning Centre
Easily build engaging forms and surveys with Social Pinpoint (SPP). With a wide range of settings and options available, you can make them as simple or as complex as you like. In this section, we'll explore the Form Editor, where you will set up and configure your forms and surveys.
The Form Editor is where you can create and manage your forms on Social Pinpoint (SPP). Whether you're adding a new Form block or editing an existing form, this editor will open up and provide multiple options for configuring your forms.
It is divided into six main sections, as described below:
The side menu lets you toggle between the six sections of the Editor
Build Your Form
Forms consist of elements, which are different content types. You can add and configure these elements in the editor - where you can find these three tabs:
To start building your form, go to the Elements section, select the element you need, and drag it from the left panel to the right preview window.
After adding an element to the previous window, adjust its individual settings in the left-side panel. You can name the question, provide a description, require a response, and more. Click the green 'Save' to add it to the preview.
You can setup logic from the settings panel by clicking the 'Logic' tab in the elements editor.
Elements can also be deleted by scrolling to the bottom of the settings panel and clicking the red 'Delete' link. You can exit the settings panel at any time by clicking the 'x' icon at the top of the panel, or navigate between elements using the arrow icons.
To learn more about editing live forms click the button below:
Elements can be easily re-ordered by dragging them up and down in the preview window.
Sections are a good way to group questions and content together. To add a new section, click 'Add Section' at the bottom of the preview window and name your section then save. Sections can also be re-ordered by dragging their position up or down in the editor.
If you have already configured an element and want to reuse this in your current form, you can click the '
' icon at the right of the element name to clone it.
This creates a duplicate copy of the element where you can modify its settings as required. This is useful if you require a group of similar questions but just need to change something minor like the question name.
💡USER TIP: Entire forms can be copied by using the Clipboard functionality. Please note that you need to select 'Yes' when the pop-up asks if you want to create a new result set - otherwise you will end up with two forms storing data in one place.
When presenting a form to your participants, you can choose between 3 different visual styles or form types. Each has its particular advantages, so you should assess which one is right for your form.
Displays all questions and content in a single view on the page. This form type is good for short forms or surveys and should be used for registration forms, contact forms, simple application forms, etc.
Displays groups of similar questions and content by sections directly on the page. After completing a section, participants advance to the next section to see another group of questions. This form type is useful for longer forms and surveys or those that have questions about
different subjects e.g. a survey that asks about community satisfaction
and community need in the same survey. At the end of the Paginated survey, a participant will get to review their answers and choose to go back if they need to change or add something before submitting.
This template provides a full screen experience to participants and displays one question at a time. Participants can only advance to the next question once they have responded to the previous question. Use the flow form type if you’re thinking of adding images with each question e.g. a survey asking the participant to score or rank different designs for a new facility. At the end of the Flow survey, a participant will get to review their answers and choose to go back if they need to change or add something before submitting.
The Flex form type offers the immersive, full-screen experience of the Flow style while incorporating the organized, section-based structure of the Paginated format. With Flex, you control how many questions appear per screen by setting up customizable sections. This approach creates a visually engaging survey experience, balancing content presentation and guiding participants through distinct sections. Perfect for surveys that require detailed responses and an attractive interface, Flex also allows participants to review and edit their answers before final submission, ensuring accuracy and completeness.
💡Review Screen: Appears at the end of the survey for the following Form types: Paginated, Flow, and Flex. This allows participants to review their responses before submitting
Once your form is published, participants will be able to start leaving feedback. It is possible to edit a form that is already published, but you should note the following conditions:
Be advised it is not recommended to edit live forms after you have published them, as this can have consequences for the data you collect.
If you are looking to delete questions from a survey which has been published, there will be different implications on the reporting of data which may have already been collected. Before editing or deleting questions from your live survey, please refer to our guide below:
Response and | Responses Received | Impact | Notes | |
Deleting questions with no responses | No | None | Minimal to no impact on existing live survey | |
Editing a question with responses received | Yes | Low-Med |
| |
Deleting question with responses | Yes | High |
|
With our recent update you can now generate the form as a word document. To print a form:
' icon at the bottom left corner of the Form settingsIt will automatically download a word document of your form.
You can easily preview how a form will appear to your participants by clicking the 'Preview' button at the bottom-right of the editor. This is particularly useful when using logic, to make sure you have set up any conditions and actions correctly.
While in preview mode, you can see changes made in the settings panel in real-time. For example, modifying the 'Activity Title' will automatically as you type.
You will need to exit preview mode to add new elements or make changes to existing elements on your form. Click the 'Edit Mode' button at the bottom of the preview window to exit out of preview mode.
We highly recommend you test your forms using the preview function of the form. Entering data as your participants would from the front-end of your site will create data that can only be removed by our customer support team on request.
All questions can be set to mandatory or optional by checking or unchecking the ‘Required’ parameter of the Question. Questions marked as ‘Required’ must be completed by the contributor before they are able to submit a Form.
Questions that are not marked as ‘Required’ are optional, and contributors may choose to either answer or not prior to submitting a Form.
To make a question required there are two options:
icon to edit the question and then click the ‘Required’ on/off setting to ‘on’.Once complete select the ‘Green’ save button at the bottom of the Question Type to make your changes take effect.
Currently there isn't an option to hide a question in the form tool.
A way to do this is making a 'logic' on that question that would skip it no matter what the user's answer would be.
Example:
Allows answer choices to be displayed to participants in a random order for certain questions. Responses are randomised each time the form is loaded to prevent biasing the participant's selection. Randomising enable you to prevent any potential bias in the responses.
The questions below can be set to on or off by sliding the parameter button of the Question.
Randomisation can be added to:
Allows you to add an image to the question either through file manager or upload.
An image can be added to a question by selecting the on or off parameter button of the Question.
Confirmation emails can be sent to Contributors following the submission of a Form as a record of their Contribution. This requires the ‘Email’ Question Type to first be added to the Form, so the system knows where to send the email to.
To send confirmation notifications to participants once the ‘Email’ Question Type has been added:
on the Form’s Block SettingsHow you record survey responses collected via hardcopy or printed surveys will depend upon how you have your Form configured:
With both the unique contributions and registration required settings OFF, a Site user is able to submit multiple responses recorded from hardcopy.
However, if those settings are set to ON you would need to:
In today’s landscape, having an online community engagement platform is essential to connect with your residents, gather feedback, and involve members in decision-making. However, simply having a community engagement platform isn’t enough. To make a real impact, you need to drive traffic to your engagement site, ensuring you hear from a diverse range of voices.
Community engagement is an ongoing process of collaboration and co-learning. When we evaluate our community engagement initiatives, we give ourselves the opportunity to measure our deeper impact and make improvements for future projects.
With the right action plan in place, we can ensure we are connecting with our community on an appropriate level to enhance public decision-making.
