System Administration

Jay Dawkins avatar Warren Foushee avatar Brad Johnson avatar +1
97 articles in this collection
Written by Jay Dawkins, Warren Foushee, Brad Johnson and 1 other

Explainer: organizational admins vs project-level admins

What is the difference between organizational and project-level administrators, and how do you add them to your organization?
Warren Foushee avatar
Written by Warren Foushee
Updated yesterday

Editing System-Generated Email Content Blocks

Need to modify the header, footer, or question formatting? Here's how to convert any system-generated block into editable content.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

Removing comments from dynamic reports

Toggling comments for regular questions, and removing comment questions (since you can't toggle comments off for comment questions)
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

What is a Kiosk?

Kiosks can be used as meeting sign-in portals or mobile survey tools.
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to create a Kiosk survey

Creating a kiosk to allow multiple users to take your survey in person on the same device
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to re-open a closed question

Re-opening an individual question that is closed to responses.
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to re-open all closed questions

Quickly re-open all questions to allow responses again
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to un-archive a project & re-open a Survey

How to re-open a closed survey or project.
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How can I create a survey template to create several similar surveys?

What is the best way to create multiple similar surveys?
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to change the name of a step

Changing step names
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to add a background image to poll series questions

Add a banner image to your survey, or background image to your poll series
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to authenticate a Facebook account

Easily associate your Facebook account with your PublicInput account
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Using Cross-Tab Builder

Creating insightful cross-tabs to compare data in your surveys and projects
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Location Question types

3 ways to collect your participants location information
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to create a dynamic report

Using the Results & Data tab to create a dynamic report
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

Add a map of participants to a report

Add an interactive google map of participants by zipcode, or point on a map.
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

Adding an image to a content box & scaling (sizing)

Resize images to create crisper pictures and scale your photographs
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to create an audience segment of meeting participants from the CRM

Use segmentation to group survey participants in different ways, e.g. question and response, location, or meeting or event
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to add documents to a survey

Add a .pdf or document to a survey
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Why would you archive a comment?

How to archive comments so they don't appear in your survey results
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to reply to a comment as an Admin

Replying to a comment as an Admin or organization
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to enable an SMS survey

How to set up a text survey for your project
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

What's the difference between the tag cloud and the smart cloud?

Tag clouds and smart clouds both use keywords to help you analyze words and phrases in survey participants’ comments.
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Comment Admin Options & Actions

How to up vote, highlight, hide, add a tag or change the sentiment of a comment.
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to send an outbound text

Outbound SMS messaging
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to use Skip-Logic

Creating a skip logic question
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Enable or Disable Live Results for public-facing surveys

Viewing real-time results can be a major driver of engagement, but in some cases you might prefer to not show those results until later.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

Creating a unique URL

How to create a custom shortcode link (URL and email address) for your project or survey
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How comment moderation works

hide and un-hide comments, and how to add admins for email notifications about comments
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

Open, close, or edit settings for all questions

If you want to update multiple questions, and aren't ready to fully archive/close your project, the "Edit All" dialog is helpful.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

How to create a Facebook campaign

Create and submit Facebook ad campaigns from the Social page in the Publicinput toolkit directly to Facebook for review.
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Deleting and Archiving a Survey

Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How do I use meeting mode?

How to use Meeting Projector Mode, launch projector view for in-person engagement and filter in-meeting results
Brad Johnson avatar
Written by Brad Johnson
Updated over a week ago

How to download a Dynamic Report as a PDF file

How do I save a report of my entire survey, including graphs/poll responses?
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Ranking, Percentages, raw numbers for Ranking questions on Dynamic Reports

This article provides definitions about rankings and percentages found on dynamic reports
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Preventing "Ballot Box Stuffing" and "Spoofing" with IP Address Monitoring

Automatically detect and stop attempts to respond multiple times to the same question, and optionally disable this setting.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

Using "Last Mile" translation to manually edit Google Translated Surveys and Pages

Manually edit a Google-Translated version of any page or survey, and share access with a translator to modify machine-translated pages.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

Creating a survey in another language (with language-specific link)

Translate any survey using Google translate, with the option to manually translate or modify specific language.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

Creating a new meeting or event

Add an event or meeting to your project to connect offline event and meeting engagement.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

Tagging multiple comments with tagging rules

Create comment tags using the search box or by creating comment tagging rules.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

How to make comments private

Here's how you can remove participants comments from public view
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Embedding questions, surveys, and project content into your website

All public-facing content can be embedded in your existing website if your content management system supports iFrame embedding. Here's how.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

Creating a custom link/URL to segment participants

Create a custom URL that tracks and automatically segments participants, and optionally points to a translated version of your page.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

Adding geotargeting or geofencing to your embedded

Embed surveys with local news partners, and target to specific content and geography.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

How to filter or tag comments by common themes/topic words

Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Send a welcome email to new list subscribers

When participants sign up for a contact list, the system can automatically send a welcome email of your choosing
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

How to pull KML data from a map question

Instructions on how to download geographic data for use with ArcGIS or other geospaitial software.
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to close a Project

How to end a survey or project to prohibit further responses
Warren Foushee avatar
Written by Warren Foushee
Updated this week

How to delete a single participant's responses

Archive an individual's answers (helpful for test participants).
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

Collecting participant zip code

If you'd prefer not to use the location question format, a simple zip code collection question format is available.
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Upload KML or KMZ layers to a map question

Adding a KML or KMZ layer to your map from tools like ESRI, Google Earth, and ArcGIS. Optionally use these to set the boundary of your map.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

How to embed a video (such as Facebook Live) on a project page or kiosk

Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Uploading or importing contacts into a list

Creating and importing lists of email and SMS subscribers from a CSV or Excel file is handled in the Email & SMS interface.
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Add a map of participants to a report

You can add participant maps to dynamic reports and filter those maps to show specific segments from your CRM.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

Delete or archive a participant's responses

Removing a single participant's responses from reporting takes two clicks.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

How to build a data insight

Creating and sharing cross-tabs and interesting data insights in a dynamic report
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

Adding custom embeds and code to your project page

PublicInput supports embedded items like iFrames and custom JS and HTML.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

Creating a Dynamic Report filtered by an audience segment

This article gives instructions on how to create a dynamic report filtered by an existing audience segment
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to let people take your survey before it goes live

Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to create an embedded signup form

Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to re-use or copy an entire survey

Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to print a survey

Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Automatically Import Meetings & Events from Google Calendar

Publicly available calendars can be imported to any project or topic automatically using the Google Calendar API.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

How to let multiple people take a survey from the same device or IP address

This article will provide instructions on how to allow multiple people to take the same survey from the same device or IP address
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Content editing issues: Could it be a browser plugin conflict?

Grammarly and other browser plugins can occasionally cause problems when editing surveys and content.
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Re-using and Copying questions

Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Creating an open ended question

Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago