Begin a survey

First, you'll download Survey123 Connect for ArcGIS to build a digital survey for a technology store franchise. Survey123 for ArcGIS has three components that work together so you can build, conduct, and analyze your survey.

  • Survey123 Connect: A program on your computer that you use to build the survey
  • Survey123 mobile app: A mobile app for phones and tablets used to conduct the survey
  • Survey123 website: A website portal that compiles your results and provides an analytics report

The franchise Super Tech Now has asked you to create a digital survey to gather information about their customer base. Specifically, they're interested in the age demographic that shops most frequently at their stores and the online preferences of these customers. Their hope is that by reaching out to the largest relevant audience, they will maximize their return on investment from future marketing campaigns.

Super Tech Now's first priority is to determine the typical age range of their customers. Then, they want to find out which of the five most popular social media websites their customers visit. For customers who do not use social media, the franchise would like to know which of the three most popular search engines they use most often. This information will help corporate marketing make decisions on where to purchase advertisement space.

To see the questions the company wants to ask, you can download a Word document that contains the complete set of survey questions. (The steps in the lessons also include this information.)

Download Survey123 Connect for ArcGIS

First, you'll download and install Survey123 Connect for ArcGIS. If you already have this program installed on your computer, you can skip this section.

  1. Go to the Survey123 for ArcGIS website.
    Note:

    To create forms in Survey123 Connect, you need an ArcGIS organizational account with publishing permissions. If you don't have an organizational account, you can sign up for an ArcGIS free trial.

    Survey123 for ArcGIS website

    The Survey123 for ArcGIS product page contains a variety of resources for all Survey123 components.

  2. Scroll to the bottom of the page and click Get It Now.

    Get It Now button

  3. Sign in using your ArcGIS Online organizational account.

    Once you sign in, the Survey123 website displays a survey gallery page with your surveys. If this is your first time using Survey123, your gallery will be empty.

  4. Click Create a New Survey.

    The Create a New Survey window opens. In this window, you'll choose whether to use the web designer or Survey123 Connect.

  5. Under Using Survey123 Connect, click Get Started.

    Get Started button

    Note:

    To learn how to create a survey using the web designer, see Get Started with Survey123 for ArcGIS.

    The Create Surveys using Survey123 Connect for ArcGIS window opens. It illustrates the workflow to create a survey. This workflow involves downloading Survey123 Connect, designing your survey using an XLSForm spreadsheet, and publishing your survey to Survey123 for ArcGIS.

  6. Click Download Survey123 Connect (Windows | Mac | Linux).

    Download Survey123 Connect

    A window opens with instructions to download your survey.

  7. Under Survey123 Connect, click the appropriate download for your operating system.

    Operating systems for Survey123 Connect

    Note:

    Depending on your web browser, you may be prompted to choose the file's location before you begin the download. Most browsers download to your computer's Downloads folder by default.

  8. When the download is complete, browse to the location where the downloaded file was saved. Double-click the Survey123Connect.exe file.

    Depending on your operating system, a window may ask you to confirm whether you want to run the file.

  9. If necessary, click Run.

    The Survey123 Connect for ArcGIS Setup wizard opens. Follow the instructions in the wizard to install the program.

  10. When the installation is complete, click Finish.

Start building your survey

Next, you'll start building a survey. First, you'll open Survey123 Connect for ArcGIS and become familiar with the built-in Excel table called the XLSForm Spreadsheet, which will be the foundation of your survey. Later, you'll add survey questions and responses to the XLS spreadsheet.

  1. On your computer, open Survey123 Connect for ArcGIS.
  2. Click New Survey.

    The New Survey window opens. With this window, you can name the survey and choose either an advanced or basic design template. With the advanced template, you have significantly more options for customizing your customer sentiment survey. The basic survey allows you to set up questions and answers, but with fewer options for changing the appearance and behavior of your survey.

  3. For Title, type Super Tech Now Customer Survey.

    Survey title

  4. Under Select an initial XLSForm design, choose Advanced (it may be chosen by default).

    Initial XLSForm design

  5. Click Create Survey.

    The Survey123 Connect for ArcGIS window changes to a blank survey preview page. Additionally, a preformatted XLS spreadsheet opens.

    Note:

    If the spreadsheet does not open or closes accidentally, you can reopen it. On the toolbar on the left side of the Survey123 Connect for ArcGIS window, click the Open XLSForm Spreadsheet button.

    Survey preview page open form button

    You'll create the majority of your survey in the XLS spreadsheet. The first three columns in the survey are used to create the questions in the survey. These columns are frozen, which means that they appear on the spreadsheet no matter where you scroll. By default, these frozen columns may be covering other columns in the sheet. You can access the other columns with the horizontal scroll bar at the bottom of the spreadsheet.

    XLSForm Spreadsheet first three columns

    • In the type column, you can choose individual question and answer formats. Each question can result in different types of answers. For example, a question can be defined by time, date, location, number, text, notes, calculation, a bar code scan, signature, email, or a list of options.
    • In the name column, you can define a unique field name for each question to store responses to that question in the survey database. To differentiate between each question in the survey, these field names must be unique and contain no spaces.
    • In the label column, you can provide the question that should appear in the survey.

    You can use the remaining columns to change the survey interface, question and answer behaviors, calculations, response constraints, and so on. You can also add audio and images. The four tabs at the bottom of the spreadsheet provide additional functionality and supporting information for you to build the survey.

    XLSForm Spreadsheet tabs

    • The survey tab is where you add the questions and customization for the survey.
    • The choices tab is where you define the potential responses to the questions in the survey. The first time you click this tab, the page contains default examples of how the page works. Entries on this page are the connection between the questions on the survey page and the potential responses that require more than one option.
    • The settings tab is where you change the title, ID, and submission URL of the survey.
    • The types tab is where you can find a reference guide to various types and features you can add to your survey. For further information, see the Survey123 for ArcGIS help.

    Your client has given you the paper version of their marketing survey, which you looked at when you began this lesson. Next, you'll re-create the survey in an XLSForm Spreadsheet.

Create survey questions

Now that you've become familiar with the XLS spreadsheet, you'll start adding the questions that you'll ask in your survey. You'll preview the survey as you add questions, notes, and parameters.

  1. In the XLS spreadsheet, if necessary, click the survey tab. In the first two rows of the label column, type the following questions:
    • What is the date?
    • What is your age?

    XLSForm add date and age label

  2. In the name column, type the following identifiers in the first two rows (use lowercase):
    • survey_date
    • age

    XLSForm add date and age name

    Next, you'll choose the type of question from a list of options. For the date question, you'll choose a question type that stores answers in a date format.

  3. In the type column, in the row that contains the date question, choose date from the list of possible values.

    XLSForm type list

    For the age question, you could choose a question type that stores answers in an integer format. However, your client has requested the answers be stored in a series of age ranges. You'll choose the select_one [list_name] option, which allows the survey participant to choose one option out of several provided (in contrast, the select_multiple [list_name] option allows the participant to choose multiple options).

  4. In the row that contains the age question, click the menu and choose select_one [list_name].

    XLSForm add select_one [list_name]

    The cell value select_one [list_name] also appears in the formula bar above the table (the formula value displays the content of the selected cell). You'll edit the formula bar to change the generic [list_name] to a more descriptive name that will describe the list of answer options.

  5. In the formula bar, change select_one [list_name] to select_one age.

    XLSForm change type for age

    Every time you make a change to the select_one [list_name] option, a warning opens. The warning appears because every time this type is used, you need to create multiple responses on the choices tab. If you do not create responses, the survey will not work. Be sure to always click Yes for this warning.

  6. In the Not a valid XLSForm Type window, click Yes.

    XLSForm select_one warning window

    Next, you'll create the list of age options for survey participants to choose from. To create the list, you'll use the choices tab.

  7. At the bottom of the spreadsheet, click the choices tab.

    XLSForm choices tab

    The choices tab has some default examples for list choices. You'll replace these examples with age ranges of 10 years.

  8. Highlight and delete the default examples so that you have a blank sheet to start your list.

    XLSForm choices tab default examples

    The choices tab and survey tab have some column headings with similar or identical names. However, these columns generally refer to different things for each tab. For instance, the survey tab's name column is the unique ID for the question, while the choices tab's name column is the unique ID for the answer. Similarly, the choices tab's label column is the answer presented to the survey participant. The last important column is the list_name column, which refers to the unique ID of the question to be answered. You want the answers to be for the age question, so you'll use its ID (which you can find in the survey tab's name column).

  9. In the list_name column, in the first row, type age.

    Next, you'll add the first option to the age question.

  10. In the name column, in the first row, type under_10 (lowercase and with an underscore).
  11. In the label column, in the first row, type Under 10.

    XLSForm choices tab start age options

    The remaining answers to this question represent intervals of 10 years.

  12. In the rows below the first answer, add the following remaining answers:

    list_namenamelabel

    age

    under_10

    Under 10

    age

    11_20

    11 to 20

    age

    21_30

    21 to 30

    age

    31_40

    31 to 40

    age

    41_50

    41 to 50

    age

    51_60

    51 to 60

    age

    61_70

    61 to 70

    age

    over_70

    Over 70

  13. On the ribbon, click File and click Save.

Preview the survey

You've added the first two questions to your survey. Before you continue, you'll check what the survey looks like to determine if you need to make any changes.

  1. Minimize or close the XLS spreadsheet.
  2. If necessary, return to the Survey123 Connect window.

    Survey123 Connect page first preview date and age

    The Survey123 Connect window has automatically updated to show a preview of the survey thus far. It's looking pretty good, but you can adjust certain elements of the appearance and behavior of the survey. The date question appears as a menu with calendar options. However, to save time, you can automatically populate the response with the date that each survey is conducted. The age question appears as a list of choices from which the participant can pick one answer. The options for age appear in a vertical list, but this creates a lot of empty space in your survey. To maximize the screen space, you can change a parameter for potential responses to display horizontally.

Change how questions display and behave

Now that you have your first questions and responses in the survey, you'll change their behavior and display format on the survey interface.

  1. If necessary, open your Super Tech Now XLSForm Spreadsheet.
  2. Click the survey tab. In the row for date, scroll to the right until you reach the default heading. Type today().

    XLSForm survey tab change date default parameter

    The default column allows you to have a response already populated in the field. Because you can assume the survey is being conducted on that day, there's no need for the participant to choose a different date.

    The appearance column is a setting for how the question and responses will appear to the participant. To maximize screen space, you'll change the appearance of the age question to horizontal.

  3. In the row for age, in the appearance column, click the menu and choose horizontal.

    XLSForm survey tab change age appearance

  4. Save the spreadsheet.
  5. Minimize the spreadsheet and preview the survey again.

    Survey preview appearance

The date question automatically shows the current date and the answers to the age question are arranged horizontally.


Perform a calculation

Previously, you added some basic questions to your survey, as well as optional responses for the participant to choose from. Your client wants to understand more about how much time each age group is spending on their computers and mobile devices. This information will help them determine where to spend money on advertising when trying to reach their largest demographic. To do this, you'll ask the user to provide how many hours a day they spend using these products. The survey will calculate the total time per day that users spend in front of a screen.

Add notes to your survey

Before having the participant answer questions about how much time per day they spend on their computer and mobile device, you'll add a series header and brief definition of daily screen time. You'll accomplish this task with a note that provides the participant some context for the next set of questions. First, you'll add a row for the note's title. Then, you'll add another row for the note text.

  1. If necessary, open your Super Tech Now Customer Survey.
  2. In the Super Tech Now XLSForm spreadsheet, click the survey tab.
  3. In the next empty row, under the type column, click the cell to open the menu and choose note.
  4. For the note's name, type screen_time_note_name.

    To make the note appear as a title for the next series of survey questions, you'll format the text alignment and font color. To format labels for items in a survey, you'll use HTML tags.

  5. In the same row, under label, add the following HTML tags:

    <center><font color = 'green'>Daily Screen Time</font></center>

    XLSForm survey tab add screen time note

    Next, you'll add a short explanation for this series of questions.

  6. In the next empty row, under the type column, click the cell to open the menu and choose note. In the name column, type screen_time_note.
  7. In the label column, copy and paste the following text (which includes HTML tags for changing the font):

    <font size=1><i>"Screen time" is a term used for the total number of hours spent on your computer and mobile device in a typical day.</i></font>

  8. Select the screen_time_note_name row. Double-click the line under the row number. On the ribbon, on the Home tab, click the Wrap Text button to view the full HTML tag.

    XLSForm adjust cell size with wrap text

  9. Expand the row and wrap the text for the screen_time_note row.

    XLSForm add screen time title and note

  10. Save and minimize the spreadsheet.
  11. Preview the note in Survey123 Connect for ArcGIS.

    Survey123 Connect second survey preview

    The Daily Screen Time series of questions now has a heading and explanation to help the participant understand what information is being asked of them.

Ask for integer responses

Next, you'll add some additional questions asking how much time the participant spends using their computer and mobile device.

  1. In the next two empty rows of the XLS spreadsheet, add the following information:
    • label: How many hours a day do you spend on your computer?
    • name: computer
    • type: integer
    • label: How many hours a day do you spend on your mobile device?
    • name: mobile_device
    • type: integer

    XLSForm add computer and mobile device usage

  2. Adjust the rows until you can see the entire question for each row.

    It's unlikely, if not improbable, that the sum of these questions would be more than 48 (a response of 24 hours for both questions). Next, you'll restrict the answers to two digits. The field bind::esri:fieldLength is the column where you can restrict the number of integers entered for a response.

  3. Scroll to the right until you reach the bind::esri:fieldLength column. For both questions, type 2.

    XLSForm restrict integer length for computer and mobile usage

    You now have the questions in place to collect the number of hours a participant spends using their computer and mobile device per day.

Add a calculation for total screen time

Next, you'll add a calculation that will determine the total screen time based on the participant's responses to the two questions. The total screen time will display as the participant submits their answers.

  1. In a new row, add the following label, name, and type:
    • label: Total Screen Time
    • name: total_screen_time
    • type: integer
  2. Scroll to the calculation column and copy and paste the following equation:

    int(${computer}) + int(${mobile_device})

    The formula uses dollar signs to refer to the integers from the responses to the computer and mobile device questions. It then adds the integers together to determine total screen time.

    XLSForm add a calculation for sum of computer and mobile usage

  3. Save and minimize the spreadsheet.
  4. Preview the survey in Survey123 Connect.

    Survey123 Connect third survey preview

  5. Test your survey by filling in responses as though you were the participant.

    The sum of the screen time calculation automatically updates when hours are added to those two questions.

    Survey123 Connect perform test survey

You've added another series of questions that delve deeper into the behaviors of your client's customers. Super Tech Now can use this information to determine which age categories visit their stores most often and how much time they generally spend online. These questions are the first step to defining the profile of their prime customer base and to whom they should be marketing.


Add dynamic responses

Previously, you created a series of questions where the responses were used in a calculation. The final question in the survey will determine if the participant has an active account on social media. If the answer is yes, a relevant question is revealed to determine which social media site they use most often. If the answer is no, a relevant question is revealed to determine which search engine they use most often.

Ask questions with conditional responses

Your client wants to allocate the majority of its advertising budget to the most popular social media site among its prime audience. The remainder of the budget will be put toward the search engine most commonly used by participants who don't use social media. To determine the appropriate social media sites and search engines, the survey's next question asks the participant to choose whether they have a social media account. When one of the options is selected, a follow-up question relevant to the original answer is revealed. To trigger this action, you'll enter an expression in the relevant column.

  1. If necessary, open the Super Tech Now Customer Survey. In the XLS spreadsheet, click the survey tab at the bottom and add the following information to the next empty row (you can expand the size of the row to see the entire question if it doesn't fit):
    • label: Do you currently maintain an account on a social media site or app?
    • name: social_media_account
    • type: select_one account
    • appearance: minimal
    Note:

    The minimal setting displays answer choices in a pull-down menu.

    XLSForm add social media question with minimal appearance parameter

  2. At the bottom of the page, click the choices tab. Add the following information in the specified rows:
    • Row 11
      • list_name: account
      • name: yes
      • label: Yes
    • Row 12
      • list_name: account
      • name: no
      • label: No

    XLSForm choices tab add account options

  3. Save the spreadsheet.
  4. Preview your work.

    Survey123 Connect fourth survey preview

    If the participant chooses Yes, you want to know which social media site or app they use most often. If the participant chooses No, you want to know which search engine website they use most often. You'll also add an icon for each of the social media and search engine options.

  5. In the XLS spreadsheet, return to the survey tab. Add the following question to the next empty row (expand the row if necessary):
    • type: select_one yes
    • name: social_media_yes
    • label: Which of the following social media websites or apps do you visit most often?
    • appearance: horizontal
    • relevant: ${social_media_account}='yes'

    XLSForm survey tab add first relevant question

    The expression in the relevant column is using the dollar sign to trigger this follow-up question when the Yes option is selected.

Add icons for social media options

For the next set of choices, you'll add image icons to go with the different social media and search engine sites. Additionally, you'll add a question that asks for the participant's ZIP Code.

  1. Download the folder of icons.
  2. Extract the folder to a location of your choice. Select all eight of the images inside it.
  3. Right-click the selected images and choose Copy.
  4. Browse to the My Survey Designs folder on your computer (depending on your operating system, it may be in the ArcGIS folder that is in your Users folder). Open the Super Tech Now Customer Survey folder and then the media folder. In the media folder, paste the icons.

    Social media icons to download
    Note:

    If you have difficulty finding the My Survey Designs folder, try using your computer's search function to search your programs and files for it.

  5. If necessary, open your XLS spreadsheet. At the bottom of the page, click the choices tab.
  6. Add the following information to rows 14 through 18:

    list_name name label image

    yes

    facebook

    Facebook

    Facebook.png

    yes

    youtube

    YouTube

    Youtube.png

    yes

    twitter

    Twitter

    Twitter.png

    yes

    linkedin

    LinkedIn

    LinkedIn.png

    yes

    pinterest

    Pinterest

    Pinterest.png

    Note:

    The file name that you place in the image column must exactly match the file saved in your project media folder. All of the files have the .png extension.

    Next, you'll add the options for search engines if the user answers that they do not maintain an account on a social media site or app.

  7. Click the survey tab at the bottom of the page and add the following information to the next available row (expand the row if necessary):
    • type: select_one no
    • name: social_media_no
    • label: Which of the following search engine websites do you visit most often?
    • appearance: horizontal
    • relevant: ${social_media_account}='no'

    XLSForm survey tab add second relevant question

  8. Click the choices tab and add the following information to rows 20 through 22:

    list_namenamelabelimage

    no

    google

    Google

    Google.png

    no

    bing

    Bing

    Bing.png

    no

    yahoo

    Yahoo

    Yahoo.png

    XLSForm choices tab add search engine options

    Lastly, you'll add a question to determine the user's ZIP Code. This question will allow your client to derive geographic information from survey participants, which can be used to find spatial or regional trends.

  9. Click the survey tab and add the following information to the next available row:
    • type: integer
    • name: zipcode
    • label: What is your ZIP code?

    ZIP Code question

  10. Save the spreadsheet.
  11. Preview your survey. Answer Yes to the social media question.

    Survey123 Connect fifth survey preview

  12. Change the answer to the social media question to No.

    Survey preview with search engines

You've created a survey that Super Tech Now can use to build their customer profiles and marketing strategy.


Complete your survey

Previously, you added the final questions to your survey. Your survey is almost complete, but currently, the title of your survey is My Survey. You'll change the title and add a thumbnail image that represents your survey on the mobile app. It's also good practice to add a short summary about the survey and a longer description about the survey goals and benefit to the participant. Once you've added these final elements, you'll publish your survey.

Add a title

The title you created at the beginning of the lesson applied to the entire project. However, you may have noticed that the title at the top of your survey still says My Survey. This title is what the participant will see on the survey interface, so you'll change it to something more appropriate.

  1. If necessary, open your survey. In the XLS spreadsheet, click the settings tab.
  2. Under form_title, change My Survey to Super Tech Now Customer Survey.
  3. Under form_id, change myform to customer_survey.

    XLSForm settings tab change survey title

  4. Save your spreadsheet.
  5. Preview your survey.

    A more appropriate title now appears at the top of the survey interface.

Add a thumbnail

Next, you'll add a thumbnail image to represent your survey.

  1. Download this thumbnail image as a PNG file. Name the image Super Tech Now Customer Survey and save it to a location on your computer that you can easily access.

    The name of the image must exactly match the name of the survey on Survey123 Connect for ArcGIS, and the dimensions should be 200 pixels by 133 pixels.

    Download and name thumbnail image

  2. In Survey123 Connect, above the survey, click Settings.

    Survey123 Connect settings tab

  3. On the General tab, double-click the default thumbnail (a clipboard).

    Survey123 Connect General tab default thumbnail

    The Select an image window opens, allowing you to browse your files for an image to use as the thumbnail.

  4. Browse to the Super Tech Now Customer Survey.png image and double-click it to add it as the thumbnail.

    Survey123 Connect General tab new thumbnail

    Next, you'll add a summary and description of the survey.

Add a summary and description

It's the best practice to provide as much information about your product as possible. Adding a summary and description can help participants of your survey understand what it is and why the survey is being conducted.

  1. For Summary, copy and paste the following text:

    This is a marketing survey for collecting information about our customers.

  2. For Description, copy and paste the following text:

    This survey helps us to better understand the online preferences of our customer base. The information will assist us in making the most efficient decisions for where we should focus our marketing efforts.

    Survey123 Connect General tab change summary and description

  3. On the vertical toolbar to the left of the settings, click the Update survey from XLSForm spreadsheet button.

    Update survey from XLSForm spreadsheet button

    Your survey now has all of the questions your client wanted to ask and all of the parameters needed to make the survey look the way you want. The survey is ready to be published to your mobile app so you can start to conduct surveys.

Publish your survey

Now that your survey is complete, you'll publish it to the Survey123 for ArcGIS mobile app to share with your client.

  1. In the Survey123 Connect window, on the vertical toolbar to the left of the survey preview, click the Publish button.

    Survey123 Connect share survey button

    A window opens, prompting you to sign in to your ArcGIS Online account.

  2. Sign in to your ArcGIS Online organizational account.

    A window opens, warning you that you may not be able to change your survey after it's published without losing data. You've already previewed your survey to make sure it appears the way you want, so you'll ignore this warning.

  3. Click Publish Survey.

    Survey123 Connect Publish Survey window and button

    After a few moments, a window opens, informing you that the publishing is completed.

  4. Click Ok to finish publishing.

    Survey publishing complete window

    The survey is complete and ready to start collecting data. However, you'll need to set up a survey group in your ArcGIS Online organization, share the survey to that group, and add any members who will be conducting surveys so that they can access and contribute data to the survey.

Create a survey group

To enable employees to access, conduct, and contribute survey results, you'll create a survey group in your ArcGIS Online organization. You'll share the survey to the group and add any members that have been assigned to gather data to the group so that they can download the survey. Any members tasked with conducting the survey must have an ArcGIS Online user account. Using an ArcGIS Online group to deliver the survey means you can invite members within or external to your organization.

  1. Go to ArcGIS Online and sign in to your ArcGIS Online organization.
  2. On the ribbon at the top of the page, click Groups.
  3. Click Create New Group.
  4. Change the Name text to Super Tech Now Customer Sentiment Survey.
  5. Click the blank thumbnail and upload the same thumbnail image that you used for your survey.

    The recommended size for group image thumbnails is 400 pixels by 400 pixels, but for the purposes of your group the survey thumbnail will suffice.

  6. For Summary, copy and paste the following text:

    This is a marketing survey for collecting information about our customers.

  7. Add the following for Tags (press Enter between each tag to add them):

    Super Tech Now, Survey123, Customer Sentiment

  8. Set Who can view this group to Only group members.
  9. Click Create Group.

    The new group is created.

  10. For Description, click Edit. Copy and paste the following text:

    Customer sentiment survey to gather data about technology and social media behaviors and preferences, in order to develop a marketing campaign that most effectively serves and targets our customer base.

  11. Click Save.
  12. Under the name of the survey, click the Members tab and click Invite Users.

    Invite Users button

    The Invite Users window opens.

  13. Search for and invite any users that will be conducting the survey.

  14. When you're finished inviting users, close the Invite Users window. At the top of the page, click Content.

    On the left side of My Content, a new folder has been created. The name of the folder is Survey-Super Tech Now Customer Survey.

  15. Click the survey folder.

    Within the survey folder, two items have been automatically generated:

    • Super Tech Now Customer Survey Form
    • Super Tech Now Customer Survey Feature Layer

    Form and feature layer

    The form is the survey you created and the feature layer will contain all the results of your survey. Next, you'll share the survey to the group you created so all of the group members can access the survey and download it to their device.

Share the survey with your group

Next, you'll share the survey so members of your group can access it.

  1. In your content list, check the boxes next to both the Super Tech Now Customer Survey form and feature layer.
  2. Click Share.

    The Share window opens, allowing you to choose the groups for which you want to share the selected items.

  3. Check the Super Tech Now Customer Sentiment Survey group and click OK.
  4. At the top of the page, click Groups. Open your survey group.

Both the survey form and feature layer items appear in your group content list. The survey is now available to everyone in your group to download to their mobile device.


Conduct a survey

Previously, you added the finishing touches to your survey and published it. Next, you'll collect some data. First, you'll download your survey to your mobile device using the Survey123 for ArcGIS mobile app. Then, you'll conduct test surveys and analyze the results to find patterns among the responses.

Download the app and survey to your device

To conduct the survey, you or anyone with access to the survey (such as those you added to your group in the previous lesson) must download the Survey123 for ArcGIS mobile app.

  1. On your mobile device, go to your app store.
  2. Search for and download the free Survey123 for ArcGIS mobile app.
  3. Open the app and sign in using your ArcGIS Online organizational account.

    The My Surveys gallery opens.

  4. Click the menu button in the upper right corner.
    Note:

    Depending on your device, you may already be presented with a list of surveys. If so, skip to step 6.

    Survey123 mobile app menu button

  5. Choose Download Surveys.

    Downloading the survey to your device allows you to conduct your questionnaires offline and send the results when you're connected again.

  6. Choose the Super Tech Now Customer Survey to download to your device.

    Survey123 mobile app download new survey

  7. When the survey is finished downloading, click Ok.

    Survey123 mobile app download complete window

  8. Return to the My Surveys page.

    The survey now appears in your gallery.

    Survey123 mobile app My Surveys gallery with new survey

    Note:

    Depending on your device's settings, you may be asked to allow Survey123 to access your current location. If you decline, you might be asked again in the future. Either way, you'll still be able to conduct the survey.

Conduct a series of surveys

With the survey on your device, whether online or offline, you can conduct the questionnaire wherever you need to be. Next, you'll collect some data so that you can compile and analyze the results.

  1. In the gallery, click Super Tech Now Customer Survey.
  2. Click the Collect: Start collecting data button.

    Survey123 mobile app collect data button

    Your survey opens.

    Survey123 mobile app live survey

  3. If you're a self-learner, you may need to conduct the surveys on your own. If you are in a classroom setting, ask your friends and fellow students to fill out the survey.
  4. Conduct at least five surveys. When each survey is complete, click the green check mark in the lower right corner of the screen.

    Survey123 mobile app completed survey

    The Survey Completed window opens, asking if you want to send the information now or later.

    Survey123 Connect send completed survey

  5. If you're connected to the Internet, click Send Now. If you're offline, click Send Later.

    The app returns you to the Start collecting data screen. You can conduct another survey or review the data you sent to your organization. A number appears on the Sent icon to show how many surveys you've sent.

  6. Once you've completed at least five surveys, close the app.

Review your data

All of the data you sent to your organization is collected by and accessible through Survey123 website. Next, you'll use the website to review and study the results of your surveys.

  1. Go to the Survey123 for ArcGIS website.
  2. Sign in using your ArcGIS organizational account.

    Super Tech Now Customer Survey is listed in the gallery on the My Surveys page.

  3. Click the Super Tech Now Customer Survey icon.
    Note:

    If you have not collected and sent any survey results, a page opens informing you that there is nothing to review.

    If you've completed a number of surveys, an Overview page opens. In the upper right corner of the page is a toolbar with options for analyzing, sharing, and visualizing survey data.

    The Overview page contains a high-level summary of your survey results. This page shows the total number of records (surveys count), total participants (number of devices conducting surveys), and the start and end times for surveys submitted. You can filter by date range, causing a graph of the number of surveys conducted within that time period to appear.

    Survey123 website Overview page

  4. Click the Collaborate tab.

    The Collaborate page has settings for sharing your survey with your organization.

  5. Check the Members of my organization (your organization) box.
  6. Click the Save button.

    Survey123 website collaborate page

  7. Click the Analyze tab.

    The Analyze tab contains graphs and tables that show the results of responses to the survey questions.

  8. Click the Set Visibility button.

    Survey123 website set visibility view settings

    The Set Visibility button allows you to filter only the results that you want to see.

  9. You want to see all of the results, so click OK.

    All of the responses have been compiled and are represented in the tables and graphs on this page.

  10. Scroll through the page to see the results of your surveys.

    Survey123 website Analyze page

  11. Click the Data tab.

    The Data tab contains a map showing the location where each survey was conducted. If you conducted your surveys all in one place, it will be the only location with results. However, when surveys are conducted at different Super Tech Now stores, there will be multiple locations with survey points. This page also contains a table that stores each survey's results.

    Survey123 website data page

    In the lower right corner of the Data page, you can choose to download your data as a CSV file, shapefile, or geodatabase. Downloaded data can be opened in ArcGIS Online, ArcMap, or ArcGIS Pro and further analyzed using geoprocessing tools and data from ArcGIS Living Atlas of the World, from publicly available data from ArcGIS Online, or from within your organization.

  12. In the lower left corner, click Open in Map Viewer.
  13. Zoom in to your survey points to view the results and data.

    The Change Style tool can now be used to change the symbology and visualize different aspects of the data results. You can also perform analysis on your data points to find relationships and patterns in the data. Other data can be added to include in your analysis or to enhance the presentation of the data. The collection of ZIP Codes in the survey enables you to also understand where your customers are coming from, which can also provide insight on where marketing efforts should be targeted.

In this lesson, you built a customer survey from scratch. The Super Tech Now franchise will be able to use this survey alongside maps and geographic analysis to better understand their customer base. It'll also help them make smart decisions about which social media and search engine sites to purchase advertisement space on.

You can find more lessons in the Learn ArcGIS Lesson Gallery.