Surveys & Consent Forms
Create surveys with the WYSIWYG survey editor, and manage delivery schedules.
Basics
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Creating a Survey
Start by navigating to either the home screen or the surveys screen. Enter a survey name where ...
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Survey Settings
While editing a survey you can adjust various settings to control how the survey is displayed t...
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Survey Versioning and Publishing
Surveys support version control, which allows you to track, compare, and even revert changes. O...
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Manually Delivering Surveys
Usually you will set up automatic delivery of surveys using survey schedules. However, there ma...
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Completing Surveys with Survey Links
Once participants have been added to your project, they can complete surveys a variety of ways:...
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Comparison of Native Apps and Web Survey Features
The table below provides a matrix of which survey features are currently available for native a...
eConsent
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Creating eConsent & Enrollment Surveys
Each project requires an enrollment survey to be configured before participants can join. Unlik...
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[Legacy] Creating a Consent Document and Consent Surveys
Please note that the consent survey building process has changed. This article should only be u...
Best Practices
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Reducing Participant Cognitive Burden
When creating a survey with MyDataHelps Designer, it's crucial to minimize the cognitive load f...
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Look and Feel
A key element in designing a survey that offers participants an engaging experience is the look...
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Data Integrity
While enhancing the participant experience and keeping participants engaged is crucial in parti...
Logic
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Validation
Sometimes in surveys, you may want to prevent a participant from proceeding based on their resp...
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Navigation (Branching) Rules
In survey creation, it’s often helpful to be able to skip questions, show questions, or go to d...
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Setting Demographic & Custom Fields From Survey Answers
A participant can set certain demographic and custom information (such as their name, date of b...
Step Types
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Step Type: Instruction
An instruction step is the most basic step type. It allows you to present some simple text cont...
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Step Type: Question
A question step allows you to present a single question to the user. If you would like to prese...
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Step Type: Form
A form step allows you to present multiple questions to the user on a single step. Basic Prop...
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Step Type: Consent
The consent step allows the user to review and sign the selected consent document. See creating...
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Step Type: Countdown
A countdown step prompts the participant to wait a set period of time before allowing them to c...
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Step Type: Web View
The web view step allows for embedding any HTML, CSS, or JavaScript inside a survey. It allows ...
Answer Formats
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Answer Format: Phone Number
The phone number answer format allows the participant to enter a phone number which will displa...
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Answer Format: File Upload
The file upload answer format allows participants to submit a range of file types, from PDFs to...
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Answer Format: Text
The text answer format simply allows the participant to enter free text. You can configure it t...
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Answer Format: Numeric
The numeric answer format allows the participant to enter a number. You can choose to allow onl...
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Answer Format: Text Choice
The text choice answer format allows the participant to choose from a set of options. Text Cho...
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Answer Format: Yes/No Choice
The yes/no choice answer format simply allows the participant to select yes or no in response t...
Advanced Survey Editing
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Displaying Previous Survey Results
If you wish to display previous survey results to a participant, either within a notification, ...
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Changing a Survey's Look and Feel
You can customize several aspects of a survey's font and color scheme using the "Look & Feel" t...
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Formatting Survey Text
You can format your surveys (e.g. add bold/italic text and hyperlinks) by adding special format...
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Creating Multilingual Surveys (Localization)
You can make your survey available in multiple languages in a process called localization. You ...
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Copying Steps and Form Items
Sometimes, steps and form items follow a certain pattern. Instead of starting from scratch from...
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Editing Raw Survey Templates
When editing a survey, you can click the “Edit Raw Template” button to view the actual JSON fo...
Importing and Sharing Surveys
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Importing Surveys from the NIH Common Data Elements (CDE) Repository
Table of Contents What is the NIH CDE Repository Import Complete Surveys from the NIH CDE Rep...
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Importing Surveys from the Survey Library
The MyDataHelps Designer Survey Library allows you to import standard surveys that others have ...
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Sharing Surveys in the MyDataHelps Survey Library
After you’ve published a survey, you can share your survey with the wider community of research...
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Importing Surveys from REDCap
MyDataHelps Designer makes it possible to import surveys from Project REDCap. Watch this quick ...
Additional Survey Types
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Active Tasks
MyDataHelps supports delivering ResearchKit Active Tasks to participants. Active Tasks are adva...
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Ecological Momentary Assessments (EMAs)
Allow participants to quickly submit single-question survey responses directly from a push noti...