Surveys & Consent Forms

Create surveys with the WYSIWYG survey editor, and manage delivery schedules.

Basics

Creating a Survey
Start by navigating to either the home screen or the surveys screen. Enter a survey name where ...
Survey Settings
While editing a survey you can adjust various settings to control how the survey is displayed t...
Survey Versioning and Publishing
Surveys support version control, which allows you to track, compare, and even revert changes. O...
Manually Delivering Surveys
Usually you will set up automatic delivery of surveys using survey schedules. However, there ma...
Completing Surveys with Survey Links
Once participants have been added to your project, they can complete surveys a variety of ways:...
Comparison of Native Apps and Web Survey Features
The table below provides a matrix of which survey features are currently available for native a...

Creating eConsent & Enrollment Surveys
Each project requires an enrollment survey to be configured before participants can join. Unlik...
[Legacy] Creating a Consent Document and Consent Surveys
Please note that the consent survey building process has changed. This article should only be u...

Reducing Participant Cognitive Burden
When creating a survey with MyDataHelps Designer, it's crucial to minimize the cognitive load f...
Look and Feel
A key element in designing a survey that offers participants an engaging experience is the look...
Data Integrity
While enhancing the participant experience and keeping participants engaged is crucial in parti...

Validation
Sometimes in surveys, you may want to prevent a participant from proceeding based on their resp...
Navigation (Branching) Rules
In survey creation, it’s often helpful to be able to skip questions, show questions, or go to d...
Setting Demographic & Custom Fields From Survey Answers
A participant can set certain demographic and custom information (such as their name, date of b...

Step Type: Instruction
An instruction step is the most basic step type. It allows you to present some simple text cont...
Step Type: Question
A question step allows you to present a single question to the user. If you would like to prese...
Step Type: Form
A form step allows you to present multiple questions to the user on a single step. Table of C...
Step Type: Consent
The consent step allows the user to review and sign the selected consent document. See creating...
[Legacy] Step Type: Completion
Please note that the Completion Step is a legacy survey step and we suggest reviewing the Step ...
Step Type: Countdown
A countdown step prompts the participant to wait a set period of time before allowing them to c...

Answer Format: File Upload
The file upload answer format allows participants to submit a range of file types, from PDFs to...
Answer Format: Text
The text answer format simply allows the participant to enter free text. You can configure it t...
Answer Format: Numeric
The numeric answer format allows the participant to enter a number. You can choose to allow onl...
Answer Format: Text Choice
The text choice answer format allows the participant to choose from a set of options. Text Cho...
Answer Format: Yes/No Choice
The yes/no choice answer format simply allows the participant to select yes or no in response t...
Answer Format: Discrete Scale
The scale answer format displays a scale to the participant for them to select a value in a ran...

Displaying Previous Survey Results
If you wish to display previous survey results to a participant, either within a notification, ...
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...
Formatting Survey Text
You can format your surveys (e.g. add bold/italic text and hyperlinks) by adding special format...
Creating Multilingual Surveys (Localization)
You can make your survey available in multiple languages in a process called localization. You ...
Copying Steps and Form Items
Sometimes, steps and form items follow a certain pattern. Instead of starting from scratch from...
Editing Raw Survey Templates
When editing a survey, you can click the “Edit Raw Template” button to view the actual JSON fo...

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...
Importing Surveys from the Survey Library
The MyDataHelps Designer Survey Library allows you to import standard surveys that others have ...
Sharing Surveys in the MyDataHelps Survey Library
After you’ve published a survey, you can share your survey with the wider community of research...
Importing Surveys from REDCap
MyDataHelps Designer makes it possible to import surveys from Project REDCap. Watch this quick ...

Active Tasks
MyDataHelps supports delivering ResearchKit Active Tasks to participants. Active Tasks are adva...
Ecological Momentary Assessments (EMAs)
Allow participants to quickly submit single-question survey responses directly from a push noti...