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.

⚙️Form Editor

Form Editor

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

1 - Basic

  • Activity Status - Determines whether the form is currently accepting contributions (on) or not (off). You can choose to display this status to users by ticking the checkbox.
  • Activity Title - Set a title for the activity, which is used for identification in the results tab. You can choose to display this title to users by checking the checkbox.
  • Activity Description - Set a description that provides additional information about the activity, including internal notes for other users. You can choose to display this description to users by checking the checkbox.

2 - Elements

  • Questions - Here, you define the questions you want to ask participants. There are 16 different question types to choose from, each with unique settings that you can configure based on the data you need to collect.
  • Presets - Preset questions include commonly used demographic and personal questions that come pre-configured.
  • Content - These are content tools that you can add to the survey to provide guidance for participants.

3 - Display

  • Form Type - Choose from three different visual styles or form types. Each have their own advantages, so select the one that suits your form best.
  • Question numbers - Enable this option to display question numbers on the form.
  • Page numbers - Enable this option to display page numbers on the form.
  • Progress bar - Enable this option to display the progress bar on the form.
  • Next/Prev button label - Edit your next/previous button label.
  • Submit button label - Edit your submit button label.
  • Completed message - Edit what participants see once they complete the form.

4 - Advanced

  • Unique contributions - Ensures registered members can only make one contribution to the form.
  • Activate Anti-Spam - Enables a reCAPTCHA that the user must answer before submitting their contribution.
  • Registration required - This setting requires participants to register or login before they can access and contribute to the form. It helps ensure that contributions are tied to specific users and can be used for tracking and managing participant engagement. When enabled, participants must create an account or log in to their existing one before accessing the form.

5 - Notifications

  • Contribution notifications - Sends an email notification to the provided email address whenever a contribution is completed by a participant.
  • Email confirmation - Allows you to toggle on or off whether participants get an email confirmation about their submission.

6 - Print Options

  • Include Header and Footer - If enabled, it includes page numbers and the total number of pages in the footer.
  • Include Page Numbers - if enabled, it will include the page numbers and total number of pages in the footer.
  • Include Logic - If enabled, conditional requirements are included in the questions as text prompts. 💡 User Tip: Please note that logic related to content blocks will not be included.

📝Build Your Form

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:

  • Questions - Use various question types (16 in total) to collect participant responses.
  • Presets - Pre-configured demographic and personal questions.
  • Content - Add text and images to provide context and information between questions.


Adding an element

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.


Logic Setup

You can setup logic from the settings panel by clicking the 'Logic' tab in the elements editor.

Logic can be used to ask follow up questions or divert users to a different set of questions based on their responses.


Editing existing elements

To edit an existing element, click the 'pencil' icon in the preview panel. Adjust settings or change the question type from the drop-down.

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:

Editing Live Forms


Re-ordering elements

Elements can be easily re-ordered by dragging them up and down in the preview window.


Adding sections

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.


Duplicating elements and forms

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.

🗊 Form Types

Form Types

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.


Standard

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.


Paginated

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.


Flow

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.

⚡When using the Paginated or Flow form types, a ‘review screen' is shown at the end of the form to let participants review their responses before submitting the form.

Editing a live form

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:

  • Deleting questions without responses - If a question on a live survey has not received any responses, you can remove it with no impact.
  • Editing questions with responses. If you edit a question that has already received responses, you can modify the text of the question name and description. However you will not be able to change the question type. If there is a multiple choice question that has received responses. See 'Hide a question' to remove a question from public view and be able to view results in your data.
  • Deleting questions with responses. If you delete a question that already has collected responses, the question will be removed from the data and report and you will not be able to recover this data (unless you revert to a previous version). If you have a multiple choice question, and the options have not received any responses, these can also be deleted.

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.

🎯Key Actions

With our recent update you can now generate the form as a word document. To print a form:

  1. Go to the Print Options '' icon
  2. Adjust the settings accordingly
  3. Select the blue 'Print Form'

It 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:

  1. Under the ‘Question’ field you have chosen to add, click the ‘Required’ on/off setting to ‘on’ when setting up. Or;
  2. For existing questions you have already added, you will need to click the pencil 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:

  • Select Box
  • Multiple Choice
  • Ranking

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:

  1. Firstly ensure the ‘Email’ Question Type has been added to the Form
  2. Then navigate to the ‘Notifications’ tab on the Form’s Block Settings
  3. Set ‘Email confirmation’ setting to on
  4. Choose the email question you wish to link the confirmation notification too
  5. You have the option to write a custom message for the Contributor to receive
  6. Choose whether to to append a copy of the contributors submission
  7. This will be saved once you have completed the Form/Survey and you select the Blue ‘Save’ button on the Block Settings to make all changes take effect.

How 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:

  1. Update the unique contribution settings but not publish the page version
  2. Submit the responses
  3. Change the unique contributions settings back again
  4. Then publish the page version.