The Heatmap question type allows you to do a detailed analysis of different areas of an image, including images with text. Ask respondents to pin several labels of your choosing anywhere on the image to capture what they like/dislike, what draws their attention, or poses confusion.
- In the Survey Editor, click the Heatmap Icon in the question menu, or drag the icon into place.
- Type or paste your question/prompt into the Question field.
- Click Browse and choose an image file (PNG, JPEG, GIF, SVG, PDF, TIFF) under 30MB from your hard drive, or drag and drop the file from your hard drive over the Browse button.
- Type or paste up to seven pin type labels in the Pin label field, or click the drop-down menu to choose from the list of available presets.
Note: To combat respondent fatigue, we recommend using no more than five pins.
- Hover over a number and click the X to delete a Pin option.
- Activate the Randomize checkbox to shuffle the Pin type order for each respondent.
- Click the anchor icon to the right of an entity to lock the option in place on the list, despite randomization.
TIP: To optimize performance for mobile respondents, consider adding a prompt like "If on mobile, pinch to zoom in on the image."
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2. Generating AI Clusters
Automatically generate clusters from the Survey Editor to help organize your data.
- Click the drop-down to select from Text and Objects AI recognition, Text Only AI recognition, or Objects only AI recognition, and then click Run.
Objects only: the system will draw boundaries around any objects detected Text only: the system will run an Optical Character Recognition API, and draw boxes around any text detected Text and Objects: the system will recognize both text and objects
- Click the Add custom cluster button, draw a boundary, give the cluster a title, and click Save.
- Click on any cluster, and edit the title, move the cluster, click and drag the handles to adjust the size, or click the trashcan icon to delete the cluster. Click Save to save any changes.
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3. Managing Clusters
To further manage your clusters, adjust the drop-down menus below the image controls.
- Click the Pins behavior drop-down to further control how you would like respondents to respond to the question
Pins only mode: respondents can place a pin anywhere on the image. Note: In Pins only mode, the AI clusters must be reconfigured on the Results page, since you have not presented clusters to respondents. Clusters only mode: respondents will only be able to place a pin in areas that you’ve included in a cluster. Clusters will appear when they hover over the image. Content Aware mode: respondents can see your clusters, but they may still place their pins anywhere on the image.
- Check or un-check the boxes to view Paragraph clusters, Word clusters, Object clusters, and Your Custom Clusters.
Note: When Text clusters are enabled, click the Hide Common English words drop-down and check boxes next to the groupings of common English words that you may wish to exclude from view.
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4. Customizing pins
- Click on the color icon to the right of a Pin label, and select a color from the gradient, or enter the hex code.
- Click the respective open-ended response icon to add an Optional or Mandatory open-ended field to a pin.
- Click the Each pin drop-down to set min/max settings on an individual pin basis, or for All pins.
- With Each pin enabled, check the 1 pin type per page to separate pin types into different pages, which present as separate questions.
Note: Showing 1 pin type per page allows you to implement piping from pin labels to the question header. Use [pin] logic to pipe in each label for each screen.
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Respondents can click and then drag and drop pins anywhere in the image. The drag-n-drop functionality was developed to provide the same experience for respondents whether they use a desktop, laptop or mobile device.
How respondents interact with the image:
- Pins are in a tray at the bottom of the image.
- The number of pins they have to use will be indicated in the pin.
- Respondents can toggle between pins by clicking on each label.
- Once they add a pin to the image they can drag and drop it anywhere else.
- To remove a pin that was placed on the image drag it to the outer edge.
- Respondents can only move forward when they have met the requirement of the min/max settings for the question.
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Learn how to analyze your Heatmap Results.
Take a test drive on real-world results for this question type! Explore a live demo report.