Question set

A Question Set is a collection of questions that can be quickly and easily inserted into any of your surveys. Question Sets are useful for frequently used questions, such as standard demographics that you use in many of your surveys.

Once a Question Set’s been inserted into a survey, all of the questions may be edited, moved, or deleted in the same manner as any other survey object.

There is no limit to the number of questions that can be added into a question set, nor is there a limit to the number of question sets that can be inserted into a survey.

Account Owners and Administrators can promote a question set to the Account library.

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Creating a Question Set

Here’s how to create a new Question Set:

1. Click Survey Shaper in the header bar to open the Survey Shaper home page
2. Click the CREATE button and select Question Set from the dropdown menu
3. Give your new question set a Name (you can edit the name later if you need to), then click Save
4. Your new question set will open in a Survey Shaper window — add questions to the survey flowchart in the same way as you would to build a survey
5. Save and Preview the question set

Unique variable names

When adding objects to a question set, it’s recommended that you use unique variable names that are unlikely to be used elsewhere in a survey (e.g. “AgeGroup”, “NPS”, “HHIncome”). In other words, avoid the use of generic variable names such as “Q1” in a question set, as these names are likely to be used in any survey and may cause duplication.

Start and End objects

By default, all new question sets will be populated with the same “Start” and “End” objects as with a new survey. Neither of these objects are required in a question set (they’re contained in the parent survey that the question set will be inserted into) and can therefore be deleted.

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Adding a Question Set to a survey

Here’s how to add a question set to the survey flowchart:

Survey Editor (Legacy)

1. Drag the Question Set object from the Toolbox into the survey flowchart
2. In the Insert Question Set dialog box, select the name of the question set you want to add
3. Click OK

Survey Editor (Beta)

1. Drag the Question Set card from the Add to survey toolbar to where you want the questions in the flowchart, or click it to add them at the end. The Import questions dialog opens, with Import from set to Question Sets.
2. In Project, choose the question set. All its questions are checked.
3. Uncheck any questions you don’t want, and fix any issues listed
4. Check Position, then click Import

For more about the dialog, see Import.

Check for duplicates

After adding a question set to a survey, check for duplicate variable names and amend accordingly.

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Opening a Question Set

Here’s how to open a question set:

1. Click Survey Shaper in the header bar, then expand the Survey Question Sets category in the content table
2. Click the View icon for the question set you want to open

Published question sets are read-only

If the question set has been published, it’s read only. If you need to make changes to the question set, you’ll need to save as a new version.

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Editing a Question Set in a survey

Once a Question Set’s been inserted into a survey, each individual object can be edited. There is no link between the survey and the question set, so any changes made to one aren’t reflected in the other.

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Editing a published Question Set

Here’s how to edit a published question set:

1. Click Survey Shaper in the header bar, then expand the Survey Question Sets category in the content table
2. Click the more icon (⋮) for the question set
3. Select Scripting > Save As New Version to create a new version of the question set
4. Make the required changes in the survey flowchart and Save

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Publishing a Question Set

A question set doesn’t need to be published before inserting into a survey.

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Finding question sets

If you’re having trouble finding a question set, try the following:

• Click Survey Shaper in the header bar, then expand the Survey Question Sets category in the content table
• Click the Refresh icon to reload the list
• Select the Archived Content tab to view archived question sets
• Use the search box to filter by question set name

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Renaming a Question Set

Here’s how to rename a question set:

1. Open the question set
2. Open the project properties
3. Edit the text in the Survey Title property
4. Click OK (SAVE in Survey Editor (Beta))

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Deleting a Question Set

To delete a question set, click the question set’s more icon (⋮) in the content table and select Delete.

Deleted question sets are moved to the Recycle Bin tab where they can be recovered within 30 days or permanently deleted.

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Recovering a deleted question set

Here’s how to recover a deleted question set from the Recycle Bin:

1. Click Survey Shaper in the header bar
2. Select the Recycle Bin tab
3. Click the more icon (⋮) for the question set you want to recover
4. Select Restore

The question set will be restored to the active list. For more information about the Recycle Bin, see the Content table documentation.

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Archiving a Question Set

Archiving a question set removes it from the active list and it’s no longer available for selection when adding a Question Set object to the survey flowchart.

To archive a question set, click the question set’s more icon (⋮) in the content table and select Archive.

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Unarchiving a Question Set

Here’s how to unarchive a question set:

1. Click Survey Shaper in the header bar, then expand the Survey Question Sets category
2. Select the Archived Content tab
3. Click the more icon (⋮) for the question set
4. Select Unarchive

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Adding a Question Set to the Account library

Only Account Owners and Account Administrators have permission to add a question set to the Account Library. Account question sets are accessible by all users in all Sub Accounts within the Account.

Here’s how to add a question set to the Account Library:

1. Click Survey Shaper in the header bar, then expand the Survey Question Sets category in the content table
2. Locate the question set you want to add to the account library, and click the more icon (⋮)
3. Select Scripting > Promote
4. Click Confirm — the question set will be moved to the Survey Question Sets (Account) category