Project setup and management

How to create a Project Group (Topic page)

Learn how to create a Project Group (Topic page)

Written by Warren Foushee
Updated over a week ago

How to add a Project to a Project Group (previously called a Topic Page)

Learn how to add projects and other items to a Project Group (Topic Page)

Written by Bronlea Mishler
Updated over a week ago

How to add explainer text to a question

Learn how to add more instructions or an explanation to your questions

Written by Bronlea Mishler
Updated over a week ago

Adding images to questions and response options

Written by Warren Foushee
Updated over a week ago

How to add image alt text

Learn how and where to add image descriptions in your project

Written by Bronlea Mishler
Updated over a week ago

How to add a step

How to add a step to your survey

Written by Amanda Irvin
Updated over a week ago

How to add a sidebar to your project

Include a sidebar

Written by Amanda Irvin
Updated over a week ago

Adding content to your project sidebar

How to add content, timelines, events, documents, and video

Written by Amanda Irvin
Updated over a week ago

How to schedule a close date for receiving input

Set a time to automatically close a project or question(s)

Written by Jay Dawkins
Updated over a week ago

How to add a submit button

Learn how to turn on the submit button at the end of your survey

Written by Bronlea Mishler
Updated over a week ago

How to turn off question-level submit buttons

Allow participants to submit all responses with just one click

Written by Amanda Irvin
Updated over a week ago

Enable or Disable Live Results for public-facing surveys

How to show vote counts and results to voters, or hide them

Written by Jay Dawkins
Updated over a week ago

Location Question types

3 ways to collect your participants location information

Written by Amanda Irvin
Updated over a week ago

Collecting Participant Location Data

How to identify project participants by location

Written by Jay Dawkins
Updated over a week ago

How to load GIS shapefiles for an interactive map questions

This article will help you load GIS shapefiles for participants to use in an interactive map.

Written by Warren Foushee
Updated over a week ago

How to add Skip-Logic rules for Content + Question Surveys

Creating a skip logic question

Written by Warren Foushee
Updated over a week ago

​How to add skip-logic rules to question series surveys

skip-logic for poll series questions

Written by Amanda Irvin
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.

Written by Jay Dawkins
Updated over a week ago

How to copy a content box

Copying content for reuse within a project

Written by Amanda Irvin
Updated over a week ago

Image & Design Standards for Graphic Assets

What size should my images be? Helpful standards when creating graphics and content for your projects, surveys, events, and websites.

Written by Jay Dawkins
Updated over a week ago

Using the media library to store and organize images and videos

The media library is used throughout the application and is a place to access media for emails, surveys, events, and more.

Written by Jay Dawkins
Updated over a week ago

How to build a custom link

Creating a custom URL (shortcode link and email address) for your project or survey

Written by Warren Foushee
Updated over a week ago

How to save your custom QR Code

Saving and using your custom URL QR code

Written by Amanda Irvin
Updated over a week ago

Featured vs Listed on the hub

What is the difference between Featured and Listed on the public hub?

Written by Warren Foushee
Updated over a week ago

How to make steps clickable

Clickable steps allow participants to skip back or ahead on your survey.

Written by Warren Foushee
Updated over a week ago

How to add a timeline

Add a timeline to your project, topic page, or sidebar

Written by Amanda Irvin
Updated over a week ago

How to change the name of a step

Editing step names

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

Written by Warren Foushee
Updated over a week ago

How to add documents to a survey

Add a .pdf or document to a survey

Written by Warren Foushee
Updated over a week ago

Embedding questions, surveys, and project content into your website

You can embed public-facing content in your existing website if your content management system supports iFrame embedding. Here's how.

Written by Jay Dawkins
Updated over a week ago

How do I edit the title of my project?

Change the name of a project / survey / initiative / project group (topic)

Written by Brad Johnson
Updated over a week ago

Creating a new content category rule

Custom rules can be created to tag articles that contain specific keywords.

Written by Jay Dawkins
Updated over a week ago

How to change your Site format

Switch between Content + Questions, Question Series (Poll Series,) and add or remove the Sidebar

Written by Amanda Irvin
Updated over a week ago

Add a Youtube video to your project

How to add a Youtube video to a project, project group or sidebar

Written by Jay Dawkins
Updated over a week ago

How to add a project description

This article will show you how to add a description to your project

Written by Warren Foushee
Updated over a week ago

How to add a background image to a Question Series survey

Add a background image to your poll series

Written by Amanda Irvin
Updated over a week ago

How to remove active projects from your hub

Un-list a project from your engagement hub

Written by Bronlea Mishler
Updated over a week ago

List an archived project on you hub

How to showcase a past project's results on your engagement hub

Written by Amanda Irvin
Updated over a week ago

How to add project-level administrators

Written by Amanda Irvin
Updated over a week ago

How to delete a project

Written by Amanda Irvin
Updated over a week ago

How to let people take your survey before it goes live

Written by Warren Foushee
Updated over a week ago

How to schedule a close date for your project

Set a close date for your project

Written by Warren Foushee
Updated over a week ago

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

How to re-open a closed survey or project.

Written by Amanda Irvin
Updated over a week ago

How to print a survey

Written by Warren Foushee
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?

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

Written by Warren Foushee
Updated over a week ago

How can I delete all project responses and views?

This will show you how to clear / remove responses and views on your project so you can start over fresh!

Written by Warren Foushee
Updated over a week ago

Archiving a project

How to close your survey to responses

Written by Warren Foushee
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.

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.

Written by Jay Dawkins
Updated over a week ago

How do I tell if someone took my survey in a different language?

Learn how to create a segment to track participants who took your survey in a different language

Written by Bronlea Mishler
Updated over a week ago

Re-using and Copying questions

Written by Warren Foushee
Updated over a week ago

How to schedule a close date for a single question

How to set a closing date for a specific question (1)

Written by Amanda Irvin
Updated over a week ago

Schedule a close date for all questions

Specify a closing date for all questions

Written by Amanda Irvin
Updated over a week ago

How to re-open a closed question

Re-opening an individual question that is closed to responses.

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

Written by Amanda Irvin
Updated over a week ago

How do I recover archived questions or content?

Learn how to restore questions or content that you've archived

Written by Bronlea Mishler
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.

Written by Jay Dawkins
Updated over a week ago

How to copy a Project

You can re-use or copy a survey to speed up the content creation process

Written by Warren Foushee
Updated over a week ago

How to hide a question

How to hide a question

Written by Amanda Irvin
Updated over a week ago

How to un-archive a question

Un-archive a question

Written by Amanda Irvin
Updated over a week ago

How to un-hide a question

Unhide a question

Written by Amanda Irvin
Updated over a week ago

How to delete a question

delete a question permanently

Written by Amanda Irvin
Updated over a week ago

How to archive a question

How to archive a question

Written by Amanda Irvin
Updated over a week ago

Why can't I take the engagement activity (survey) more than once?

Written by Brad Johnson
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.

Written by Warren Foushee
Updated over a week ago

What's the best way to collect email addresses in a survey?

I want to collect email addresses. Can I do that in a comment field?

Written by Amanda Irvin
Updated over a week ago

What is my page's web address (URL?)

This article will show you where to locate your survey's URL

Written by Warren Foushee
Updated over a week ago