Funding Allocation questions allow the public to not only select different initiatives to they'd like to see funded, but also the amount to fund each of these projects. Each of these can be limited by a defined budget amount.
In the example below, we ask the public to select the projects they'd like to see funded from the Options listed below. The participant's selections appear in the remaining budget listed at the top:
The budget total is automatically calculated as participants select options, and the bar below the question tracks how much of the budget allocation has been spent based on the participant's selections.
We've set maximum amounts for each budget option, and a total budget amount of $50,000. We can also set a minimum required allocation that the participant needs to reach to ensure a reasonable amount of the budget is being represented.
Lets take a look at how to set up this question!
Step 1: Adding the Question
On the Page & Survey tab to create a new survey question, click the green Add Question button.
From here, choose the Funding Allocator question from the question bank that pops up.
Step 2: Write the Question Prompt
If you do not type in your own question prompt, the default prompt "Please select the options you want funded while staying within budget." will be used.
The explainer text is a great opportunity to mention the budget limit or further explain the feedback you're looking for. (e.g. select your top options.)
Don't forget to save your Text Changes before moving on!
Step 3: Setting your Budget and Visual Options
Next you'll want to set the total budget available to allocate. Participants will also be able to choose a minimum amount that their allocations need to add up to.
You can also choose how many columns we'll separate the slider choices into. In the example above, we'll have two options side-by-side, before going on to the next row.
Finally, we'll choose the aspect ratio of any pictures that are include with each budget slider.
Step 4: Add your Funding Options (Responses)
This is where we'll add the options your participants will choose from.
Select the New Funding Option Button
Set the Title to display at the top of the funding option
Set the Max Cost that participants can add to this option
Set your description - this will appear below the Title
(optional) set a picture you'd like to display above the funding option. It's sizing will depend on the Aspect Ratio setting in step 3.
If 0 is left on Max Cost, or the value is left empty, it will default to the value of your Total Budget
Repeat these steps for each Funding Option you'd like to add!
Step 5: Collection Settings
Finally, to help avoid selection bias, you can choose to randomize the order the funding options will be presented.
This is also where you can choose to collect contact info to tie the response to the participants information. This allows you to choose what pieces of information you'd like to collect, and which are required to submit alongside their submission.
And with that, congratulations! You've successfully create a funding allocation question! When used along side Budget Questions, and our other question tools, you can create a comprehensive view of participant sentiment!
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