Customize Questions

Introduction

While our survey templates will get you started with just a few clicks, the real power of Refiner lies in its ability to customize surveys to your needs.

On this page we explain how you can add additional questions, arrange them in any order, and customize them.

Add a question to your survey

To add a new question, hover your mouse between two questions or click on “Add element” at the end of the survey question list.

You can then choose one of our supported question types.

Information specific to each question type can be found on the following pages:

Customize text elements

One of the strengths of Refiner is the ability to fully customize survey questions. Clicking on any question reveals all important options. Some question types also have Advanced Settings allowing further customization.

Rearrange questions

You can freely rearrange the question flow with our drag & drop feature. Place your mouse on the left edge of a question, click and hold, then move the question to its new position.

Delete a question

To delete a question, click on the question header to reveal all question options. You’ll see a “Remove element” link in the bottom right corner of your question.

Advanced Options

Most questions in Refiner offer Advanced Options. You can reveal them by clicking on “Show advanced options” in the bottom of each question.

Question identifiers

Each question has a distinct identifier which is automatically generated from the question title. Identifiers determine how survey responses are stored in your Refiner account.

After saving a survey for the first, identifiers are “locked” and won’t change anymore. This is to make sure that survey responses for one question are always stored in the same User Trait.

You can choose to manually change identifiers by unlocking the input field. Changing the identifier will have consequences on how upcoming survey responses are stored in your Refiner environment.

You can use the same identifier across different surveys. By using the same identifier, you’ll make sure that similar response data from different surveys is stored in the same User Trait.

We recommend that each question in one survey has its own unique unique identifier. It might makes sense to use the same identifier in multiple questions if you set up a complex survey flows using logic jumps. In a normal survey scenario, a unique identifier for each question is the way to go.

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