---
title: "How to Use the Survey Module"
canonical: "https://resources.shelvz.com/space/KB/188416013/How%20to%20Use%20the%20Survey%20Module"
format: markdown
---
## **Survey Module**

### **🎯 Objective**

> Macro (excerpt)
> 
> The **Survey** module allows clients to create customized surveys with a variety of questions and answer types. It makes the collection of data easier and provides valuable insights for making informed decisions, thus improving operations.

### **📘 Instructions**

#### **Step 1: Enable the Module**

Ensure the **Survey **module is enabled in the **Access** **Rights**.

Next, provide access to admins and field reps’ accounts to the module from **Access** **Rights** > **Groups.**

> 📝 - Enable the **Survey** **Merchandiser** when using **Visit** **Surveys**, or **Survey** when using **Ad-hoc** **Surveys**.
> 📝 - **Visit** **Surveys** are found under the **Merchandiser** menu, whereas **Ad-hoc Surveys** are located under the **Survey** vertical in the top bar.

![Survey Modules Portal Adhoc vs Merchandiser.mov](media://fb646090-5391-4b5c-8ba7-b25a4a5ea3e9)

#### **Step 2: Configure the Module**

- For **Visit Surveys**: Go to the **Merchandiser** tab (top right bar), click on the **Survey** module in the left-hand menu to reveal the sub-menu, and then click **Setup**.
- For **Ad-hoc Surveys**: Go to the **Survey **tab (top right bar) and click on **Configuration **under **Settings **Menu.

**Manage the Surveys list:**

1. **A****dd **a** Survey:**
  - Click on the + button.
  - Fill in the required information.
2. **Assign **the** Survey **to a specific** Branch **(applicable to visit surveys only):
  - Switch to the **Branch** tab next to the section.
  - Click on the + button and select the required branches.
3. **Assign **the** Survey **to a specific** User **(applicable to ad-hoc surveys only):
  - Switch to the **User** tab next to the section.
  - Click on the + button and select the required users.
4. **Edit **the** Survey:**
  - From the Survey grid view, Click on the **Edit** icon.
  - Apply the needed changes.
5. **Activate/Deactivate **the** Survey: **
  - From the Survey grid view, Click on the **Activate/Deactivate** icon.
  - Confirm your selection.
6. **Preview **the** Survey:**
  - From the Survey grid view, Click on the **Preview** icon.
  - The survey will be displayed with all questions and answers similar to what will be displayed for the field rep.
  - You can imitate filling out the survey but the answers will not be saved or recorded.

![Add Survey Edit Preview .mov](media://b1366a57-f25c-49a9-808a-6631d81b305c)

7. **Add/Update Sections:**
  - Click the **Settings** icon next to the created survey.
  - Click on the **Edit** icon to edit previously created sections.
  - Click the + button to add new sections to the survey.

> 📝 **Skip** **Logic** must be enabled at the section level if any question within the section has conditional logic applied (e.g., answer or question visibility, skip logic, etc.).

8. **Add **the** Questions **for each** Section:**
  - Click on the section for which you need to add questions.
  - Click on the + button.
  - Fill in the required information.

![Sruvey - Add Section & Questions.mov](media://9642ab8c-c84c-47f6-a0bb-5937b6c33470)

9. If you need to add the **same question/answers** for **several items** follow the steps below:
  - Edit the question.
  - Click on the **Add** **Items** button:
    - **Add **an** Item **for the** Question manually: **
      - Click on the + button.
      - Fill in the required details.
    - **Add **several** Items **in** bulk:**
      - Click on the upload button.
      - Select **Add**.
      - Download the **template**.
      - Fill in the required information.
      - Upload the file.
      - Select **Add** **Missing** **Data** if you’re adding additional items or **Replace** **All** if you need to delete all previously uploaded items and add the new ones from the uploaded sheet.
    - **Update **the uploaded** Items manually:**
      - Click on the **Edit** icon next to the created item.
      - Update the information.
    - **Update **the uploaded** Items **in** bulk:**
      - Click on the upload button.
      - Select **Update**.
      - Download the template.
      - Fill in the required information.

> 📝 The added items will show as separate questions with the same type of answers on the mobile app.

> ⚠️ **All logic applied to this question will be removed upon adding items to it.**

![Survey - Add List Item (1).mov](media://3659e94e-e6ad-470d-b67d-bec923c18f3b)

10. **Edit **the** Question:**
  - Click on the **Edit** icon.
  - Edit the question details.
11. **Activate/Deactivate **the** Question:**
  - Click on the **Activate/Deactivate** icon.
  - Confirm your action.
12. **Re-order **the** Questions:**
  - Click on the question.
  - Drag and drop the question in the preferred order.
  - Click on the **Save** **Sort** button.
13. **Move **the** Question **to** **another** Section:**
  - Click on the **Move** icon.
  - Specify which section you want to move the question to.

![Survey - Edit and Move sections (1).mov](media://2657e1cb-d1a6-4946-84be-e07ed54d2902)

## **Conditional Logic**

### **🎯 Objective**

Enhance the efficiency and relevance of your surveys by dynamically adjusting the flow of questions based on respondents’ answers. Ensure participants are only presented with questions applicable to their responses, reducing unnecessary inputs and improving the overall survey experience.

**To apply the Conditional Logic:**

- Click on the **Logic** icon.
- **Question Visibility:** Used to show or hide a question based on the response to a previous question. It applies only to questions with predefined answer choices (single or multiple selection).
  - **Show**: Specifies which question to be shown.
  - **If Previous**: Select the previous question on which you want to apply conditional logic based on its answer.
  - **Does not**: Check the box to invert the selection of the **Contain** condition ("Does Contain" vs. "Does Not Contain").
  - **Contain**: Select which answers should be selected to apply this conditional logic.
  - **Condition**: If multiple answers are selected, check the **And** box to apply the conditional logic **only when all selected answers match**. If left unchecked, the logic will apply when **any** of the selected answers match.
- **Answer Visibility:**
  - **Show:** Specifies which answer to be shown.
  - **If Previous:** Select the previous question on which you want to apply conditional logic based on its answer.
  - **Does Not:** Check this box to invert the logic of the **Contain** condition ("Does Contain" vs. "Does Not Contain").
  - **Contain:** Choose the specific answers that will trigger the conditional logic.
  - **Condition:** If multiple answers are selected, check the **And** box to apply the conditional logic **only when all selected answers match**. If left unchecked, the logic will apply when **any** of the selected answers match.
- **Skip Logic:**
  - **If Answer Is:** Displays a list of available answers for the question.
  - **Then Skip To:** Select whether to skip to another section or go to the end of the survey.

> 📝 - If a question has subsequent questions related to it, and you want to skip those questions when the field rep selects a specific answer, **Skip Logic** must be enabled.
> 📝 - **Example:** If a merchandiser answers **No** to a specific question, you may want to skip the remaining questions and either jump to another section or go directly to the end of the survey.

![Survey- Conditional Logic.mov](media://c7c5b062-1e9a-4946-b3d0-530c3b8a061f)


## **Field Descriptions**

| **Field Name** | **Description** |
| --- | --- |
| **Survey** | Define a unique name for the survey. |
| **Ref. #** | Define a unique reference number for the survey. |
| **From/To Date** | Specify the date range when the survey should be available for field reps. |
| **Section Name** | Define a unique name for the survey section. |
| **Sort** | Specify a number to sort the section with respect to other sections |
| **Required** | Specify whether the section must be answered by the field rep. Only valid if the field rep opens the Survey Module and starts answering it. |
| **Skip Logic** | Enable Skip Logic for this section. |
| **Distance Radius (m)** | Define the distance within which a field rep must be near the branch to fill out the survey (similar to geofencing). |
| **Enable Gallery Access** | Allow the field rep to upload images from the mobile gallery. |
| **Remove Timestamp from Images** | Enable this option to remove the automatically added timestamp watermark from images. |
| **Active** | Specify whether the survey is active or not. |