Frequently Asked Questions (FAQs)

Get quick answers to your questions about our services and policies. For more assistance, contact our support team.

How do I set which questions can be modified?

Technical overview: Questions allowed to be modified can be configured flexibly, supporting modification of all question types or only some, to improve the user experience. Steps: 1) On the External Query settings page, select Allow participants to modify responses; 2) You can choose to allow all questions to be modified or only specific question types. When selecting specific question types, a question selection pop-up will appear; 3) Supports Select All / Invert Selection. Notes: The modification feature can only be enabled when the questionnaire includes a mobile number or email question type, and you should also pay attention to SMS credit consumption.

How is the validity period for external queries set?

Technical principle: The validity period controls the time range for query and modification permissions, helping ensure data security. Steps: 1) On the External Query settings page, set the allowed query time period; 2) If a time period is set, users must complete the operation within the validity period. Notes: The validity period feature is still under development; after setting it, please pay attention to its actual effect.

What customizable options are available for the external query login page?

Technical principle: The login page allows you to customize the title and prompt text to improve user guidance. Steps: 1) Set the title and prompt text on the left side of the external query settings page, with a real-time preview on the right; 2) No need to save, as the preview updates in real time. Notes: If no question title is set, the preview page will display the question stem as ****, so make sure the wording matches the actual scenario.

Does external query support switching between multiple responses?

Technical principle: Supports scenarios where a single user has multiple responses, making historical data management easier. Steps: 1) After logging in, on the response details page, you can switch to the previous/next response in the pop-up window; 2) If you have edit permissions, you can modify it directly. Notes: Make sure the switching logic is clear to avoid data confusion caused by accidental operations.

What are the common faults and troubleshooting methods for external query functionality?

Technical principle explanation: Common faults include the entry not being displayed, verification failure, and API errors. Steps: 1) Check whether the questionnaire includes a mobile number/email question type; 2) Confirm that sufficient SMS credits are available; 3) Verify the API parameters and key; 4) Check the system logs to locate the issue. Notes: If a function exception occurs, first check the configuration and data conditions, and contact technical support if necessary.

What are the boundaries and limitations of the external query function?

Technical principle: The external query function is limited by rules such as question type, verification method, and validity period. Steps: 1) Only text-type questions are supported as query conditions; 2) The modification function requires a mobile phone number/email question type

In what situations does the dimension setting feature appear?

The dimension setting feature can be used to classify questionnaire items and manage weights. 1. Satisfaction surveys and employee engagement surveys display the dimension setting entry by default. 2. In general survey questionnaires, the entry is shown when they contain items with "scores". 3. You can access dimension settings from the following locations: - The design wizard page - The upper-left corner of the edit questionnaire page (shown as "Dimension Setting") Notes: - Survey, form, and poll questionnaires do not display the dimension setting entry by default. - Customer journey questionnaires are shown as "Touchpoint Setting". - 360 evaluation questionnaires have special dimension setting rules.

How do I add and manage a single-level dimension?

Principle: A single-level dimension is the most basic way to manage dimensions, used for simple categorization of questionnaire items 1. Enter the Dimension Settings page, where "Add Dimension" is selected by default 2. Enter one dimension name per line 3. After adding a dimension, you can: - View the number of questions bound under the dimension - Click the question count to enter the bound questions page - Edit or delete the dimension through the dimension management feature Notes: - Dimension names cannot be duplicated - The Save button can only be clicked after entering content - After a successful addition, "Dimension Management" will appear in the lower-left corner - Pay attention to the length limit of dimension names

How do I set up and use multi-level dimensions?

Principle: It is recommended that multi-level dimensions use a hierarchical structure of up to four levels for more granular questionnaire classification management. Of course, more levels can also be supported, but the layout on the dimension settings page will become crowded. 1. Check the "Enable multi-level dimensions" option 2. Add a first-level dimension (the dialog title shows: Add First-Level Dimension) 3. Add a second-level dimension under the first-level dimension 4. You can continue to add third-level dimensions under the second-level dimension 5. Manage all levels uniformly through the dimension management feature Notes: - Only the lowest-level dimensions can be bound to questions - Deleting a parent dimension will also delete all of its child dimensions - The weights and standard scores of multi-level dimensions need to be set separately

What should I pay attention to when binding questions to dimensions?

Principle: Dimension binding is the process of associating survey questions with dimensions, which affects subsequent data analysis. 1. Select the dimension to which you want to bind questions 2. In the question list, check the questions you want to bind 3. You can switch dimensions to bind questions to different dimensions 4. Click Save to complete the binding Notes: - Questions that have already been bound cannot be bound to other dimensions again - For 360 Questionnaire matrix scale questions, only the question stem can be bound - Clearing binding relationships requires a second confirmation - Switching the question type to a non-scoring question will clear the binding relationship