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Upload Survey Draft

Import your survey draft from a Word document, including previously downloaded aytm survey drafts. You can modify the questions and answers but keep the markup so the system can interpret the survey draft. This is great for survey translations and sharing surveys between aytm accounts.

Creating a Survey Draft

To create a survey draft offline, begin with downloading a blank survey template. 

  1. Select Custom Survey in the dashboard to create a blank survey.
  2. In the Survey Editor, click on the Sharing arrow to the right of the Quick Preview button.
  3. Check the boxes next to Include [aytm Logic markup], Include order details, and Comments, to include those in your download.
  4. Click the drop-down menu to select either a Word doc or PDF, and select Download. You can now open the blank survey template, filling in the questions, sub-questions, and answer choices. Ensure structural mark ups accurately reflect question types, delineations for sub-questions or answer sets. 
  5. After making all necessary changes, save the survey draft to your hard drive and prepare to upload your draft to the platform.

Helpful Hint: Download this annotated platform template to assist you in creating your survey draft.
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Uploading a Draft

Once your you have finished editing and saving the survey draft:

  1. Click on the gear icon at the top right of the Survey Editor.
  2. Click Upload draft.
  3. Select the correct file from your hard drive, and your survey will populate within a few minutes.
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Structure Markups

Survey drafts must contain our survey structure markups; our drafts include the question type, delineations for sub-questions or answer sets, and other markups to help interpret the survey structure. 

For surveys with images, if you want to upload the same image from the download, it will need the image ID.

Note: if you add a new image, you can add those to the platform directly after uploading.
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Programing a Translation

Once a survey has been programmed in the Researcher Language (by default, Researcher language is English, or the first language that appears in the list on the Target Market page), you can begin programming your other language(s).

  1. Click the Languages button in the upper right corner of the Survey Editor, or above any question to open the Language table. From this page, you can manually type the translation, or streamline the translation by uploading a translated CSV.
  2. Click Download CSV to download a CSV of the current state. This CSV will have:
    a. A column for the survey schema.
    b. A column with any Logic used throughout the survey.
    c. A column for the researcher language (which should be filled in already).
    d. An empty column for your translation. 
  3. Make edits here, or send this file to your Translator, with clear instructions to leave the logic column intact.
    Note: aytm recommends saving the updated CSV file as CSV UTF-8.
  4. Click Upload CSV on the Translation Table to upload the updated version into the platform, after completing and saving the translation.
    Note: Any edits made to the English or researcher language column will replace the existing text.
  5. Make any changes to the translation directly in the appropriate column of the translation table once the translation CSV is uploaded.
Note: To make any edits to the Researcher Language, you must click the X to revisit the Survey Editor.2024-08-13_11-46-35 (1).gif

 

 

 

Multi-Country Projects

When fielding a project to multiple countries, each country requires a separate survey. We recommend programming a survey draft to act as the English master file. This will also help with merging surveys after they complete.

While translations via CSV are preferred (see linked article), doc draft uploads are available as well. After programming the English version of a survey, download the Word draft, translate the survey text, and then upload the translated document into a new survey. This is useful when you want to translate the results to English when the surveys complete. It's important to keep the survey drafts identical (the original English and any translated versions) for the later merge. Once the surveys have completed fielding, reach out to your account manager to begin the merging process.

If you are working on a multi-country study and would like us to manage the project for you, email us at support@aytm.com to discuss.

 

 

Transferring a Survey Draft

If you want to share a survey with someone and don’t have seats on the same team account, you can download the survey draft as a Word document, and they can use the Draft Upload feature to upload the survey draft to their account.

Make sure to review and preview the uploaded survey carefully after the upload and before launching!

 

 

Additional Resources

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