20  Survey Checklist

20.1 Survey Options

20.1.1 General

• Change the survey “Display Name” and “Survey Description”
• Turn on “ExpertReview”
• Turn on “New Survey taking experience”

20.1.2 Responses

• Enable the back button
• Turn on “Allow respondents to finish later”

20.1.3 Security

• Turn on “prevent multiple submissions”
• Turn on “bot detection”
• Turn on “prevent indexing”
• Turn on “anonymize responses” (unless collecting IP address and identifying information with IRB approval)

20.2 Look and Feel

• Change next and back buttons to text rather than an arrow symbol (e.g., Next page/Previous page)
• Optional: Change next button text to “Submit survey” after last question (in last Block settings)
• Optional: Include progress bar with verbose text

20.3 Survey Builder

• Spell check (e.g. use Grammarly or your browser’s spell check feature)
• Label blocks (e.g., Demographics) and questions (e.g. change “Q2” to “age”) for easier analysis
• Include 1-3 questions per page (use blocks or page breaks)
• Include “Force Response” only for necessary variables (e.g., consent) otherwise use “Request response”
• Include validation for open-ended questions (e.g., content type, length, etc.)
• Recode variables
• Set “None of the above” options as “Exclusive”
• Allow “Text Entry” for “Other (Please Specify)” options
• Turn on “Mobile friendly” for questions
• Check question logic (e.g., display, skip, etc.)
• Check survey preview
• Check “ExpertReview”
• Publish your survey each time you make changes

20.4 Survey Flow

• Check/test survey flow
• Optional: Customize end-of-survey message

20.5 Survey Accessibility

• Turn on “New Survey taking experience”
• Include alt text in images
• Include captions in audio
• Indicate validation or force/request response
• Check readability and contrast
• Change format to “Profile” for Matrix Questions (if not using New Survey Experience)