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Questionnaires: build the questions for a survey ​

A questionnaire is the content of a StoreBuddy survey: the questions, the photo steps, the order they appear in, and the logic that decides what a rep is asked next. You build it once and can use it in several surveys, each with its own schedule and assignment.

Who uses it: administrators who design store visits. Where: StoreBuddy › Questionnaires.

Create a questionnaire ​

  1. Open StoreBuddy › Questionnaires and select Create Questionnaire.
  2. Enter a title and description and set the status.
  3. In Edit, drag question types from Question Types into the editor and fill in each question.
  4. Select Preview to check the questions and flow as a rep sees them in the app.
  5. Select Save.

Questionnaire editor layout with sample data: Edit, Preview, Save, Cancel and Delete buttons; title, description and status; the Question Types panel; and the editor with section tabs and a sample question card

Question types ​

TypeOptions
Single ChoiceBoolean, radio, dropdown
Multiple ChoiceCheckbox, multi-select dropdown
Input BoxNumber, date, single-line or multi-line text
CameraGeneral Image Capture (one or more photos); Asset Barcode Capture (compares the scanned barcode with the asset serial number); Product Image Capture (product photos, with optional before/after labels and image count); POS Materials Image Capture (photos of point-of-sale promotional material)

Sections ​

Sections group questions. Select Add Section to add one. Its dynamic setting decides how often its questions are asked:

SettingQuestions are asked
None (default)Once
For Assets in StoreOnce for each asset in the store
For Products in AssetFor each product in an asset
For Products in StoreFor products throughout the store
For Products TotalFor the store's product total. Check with your administrator before using it.

Question settings ​

Question logic with sample questions: a dependency shows a barcode question after Yes, a repeat asks product questions again while the answer is Yes, and an alert is generated when the cooler is not clean

SettingEffect
RequiredThe question must be answered before the survey can be submitted.
VisibleWhen off, the question stays in the questionnaire but is hidden in the app.
More infoAdds guidance the rep can open, such as how to overlap photos. Shown on question types that support it.
Add DependencyShows the question only after a chosen answer to another question.
Repeat QuestionAsks selected questions again after a chosen answer. For Boolean, radio, checkbox and dropdown questions.
Generate AlertRaises an alert when the survey is submitted with a chosen answer. For Boolean, radio and checkbox questions.
Run image analyticsSends Asset Barcode, Product Image and POS Materials photos for image recognition and KPIs, shown in Result Analysis. When off, the photos can be viewed but no analytics are produced.

Next step ​

Use the questionnaire in a survey to schedule it and assign it to outlets and users.