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Choosing the Right Questions and Form Elements

Choosing the right questions and form elements in your survey is key. This article explains each type and how to use them effectively.

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Written by Tom Aristone
Updated over 2 weeks ago



Company Information

Company Information asks survey recipients for their company name, industry, and size. You can choose to include all three questions or only a specific subset. This context is especially helpful when reviewing responses from anonymous recipients.


Personal Information


Personal Information asks survey recipients for their company role, title, and seniority. You can choose to include all three questions or only a specific subset. This context is especially helpful when reviewing responses from anonymous recipients.



NPS

The Net Promoter Score (NPS) question works like any other question in your survey, with full flexibility to adjust its placement and wording. You can edit the question text if you’d like to make it more specific—for example, to reference a particular product or service—but we recommend keeping it focused on measuring overall satisfaction to maintain NPS accuracy. You can also drag and drop the question to reorder it within your survey or remove it entirely using the trash icon if it’s not needed.



Multiple Choice

There are two types of multiple choice questions:

  • Single Select (One) – Respondents can choose only one option, with the ability to select a freeform “Other” if enabled. Ideal for quantitative insights and clear comparisons.

  • Multi-Select (Many) – Respondents can choose multiple options from the list, including a freeform “Other” if enabled. Useful for capturing a broader range of applicable answers.

Responses to multiple choice questions can be used to create chart and stat assets.


Testimonial

These open-ended questions allow respondents to share detailed feedback in their own words. For optimal engagement, we recommend including no more than four testimonial-style questions per survey.


As the name suggests, these responses are used to create testimonial assets.


Slider

Respondents use a sliding scale within a defined numerical range to select their answer. You can customize the step count, minimum, and maximum values. Ideal for capturing precise and engaging feedback along a continuous scale.


Responses to slider questions can be used to create stat assets.


Matrix

This question type groups multiple choice questions into a single collection, presented in a grid format with rows for individual questions and columns for predefined answer choices. Ideal for efficiently collecting responses on related items using the same scale.


Responses to matrix questions can be used to create matrix chart and stat assets.


Classifier

Classifier questions are unique — they help organize survey responses and assets rather than generating assets themselves. In short, they allow you to categorize content using your own terms.


You can learn more about classifiers in this article.


Advocate

Manage and customize Reference Volunteer advocacy activities directly from your account settings. These activities automatically appear in the Reference Volunteer survey question and can be removed per survey if needed. Respondents who opt in are tagged as advocates and will appear on the Advocates Hub page.


You can learn more about customizing advocate reference volunteers here.



Named Attribution

Named attribution allows each survey recipient to choose whether their responses are tied to their name and company or remain anonymous. That preference is automatically captured and applied to any assets created using their feedback, ensuring responses are handled according to their selection.


End Page


Configure conditional promotions and incentives directly within the survey editor, with fully customizable text and incentive tiles on the end page. Offering compelling incentives like gift cards, company swag, or event discounts can help drive higher participation.


You can learn more about customizing end pages here.



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