How to create or change a registration survey

Introduction

A registration flow is made up by a survey. In a survey you have different pages on which you can customize all questions. There is no restriction on the number of survey pages and questions, but make sure to configure a clear and intuitive survey.

Configuration

--- Note: If you want a very simple Kiosk survey, you need to add the 'Last name' field somewhere in the flow, otherwise the registration won't work.  Next to that, you need to have at least one page after the 'Personal details' page. ---
  1. Go to Menu -> Communication -> Surveys
  2. Select the Survey you want to adjust or click + to create a new survey. If you want to add a new Survey, a list of pre-defined surveys will open, you can choose one template and a new complete survey will be created.
  3. You are able to edit existing pages and add new ones. Click on the "+" icon to add an new page.
  4. Configure all page settings:
    • Name” you want to give the page.
    • Sequence” determines the order of the pages and so the flow of the survey. Best practice a 5 unit sequence between pages, this gives you the liberty to add more pages in the future without having to adjust each following page.
    • Active” when enabled the page will be visible in the survey. If you want to remove a page from the survey, you simply put it off.
    • Show keyboard” when enabled the page will show the build-in keyboard.
    • Can navigate back” when enabled the user can return to the previous page.
    • Background” Select an imported image as background. 
    • Periods” Select the period when you want the page to be visible in the survey.
    • Description” Fill in a few words about the goal of this page.
    • Hint” Fill in a Visible Hint to help customers understand the page and the requested information.
    • Rows” How many rows do you want to provide on this page?
    • Columns” How many columns do you want to provide on this page?
    • VAlignment” how would you like the Vertical alignment of the columns?
    • HAlignment” how would you like the horizontal alignment of the rows?
    • Inner padding” Determines the space between the table border and the content.
    • Outer margin” Determines the space between the table border and the page border.
    • Triggers”  can be used together with the operator and value to make a rule which (dis)allows you to proceed.
  5. Review existing questions: you can edit the text and the translations etc. or add a new question.
  6. Review order of pages and disable one or more

Extra: