Survey editor

Use the survey editor to create, and edit surveys. To open the survey editor, click the Edit Form icon for a specific survey in either card or list view.

The survey editor contains elements to create different types of survey and is made up of the following components:

Top bar — Contains the name of the survey and options to configure the form settings including the design for branding, open a preview, and save the survey.
Digital Web has options to select between pages and to add a page.
Survey details pane — To create a survey, drag fields from the Add Field tab in the survey details panel to the canvas. Configure the different fields on the canvas using the options on the Field Settings tab. See Add Field tab and Field Settings tab for details.
Canvas — Displays the current layout of the page. The fields on the canvas are inactive. Text on the canvas is automatically aligned based on the form default language.
A survey contains a minimum of one page. A page is a container of fields and design elements such as logos, images, and text. A Next button appears if a survey has more than one page.

The following sections describe the available tabs and options in the survey editor.

Add Field tab

The Add Field tab contains fields for creating surveys. To add a field to the survey, drag the field onto the right place in the canvas. Then click the field to activate the Field Settings tab and configure the field.

Add Field.

Text Input: Used to enter free-text single-line input.
Text Area: Used to enter free-text multiple-line input.
Drop Down: Used to select values from a dropdown.
Radio Buttons: Used to select one single option.
Checkboxes: Used to select multiple options.
Rating: Used to select a rating from a scale of a defined format.
Rating 1-7: Used to provide a 1-7 rating. This is used for the Customer Satisfaction Score, the Customer Effort Score, as well as many others.
Rating 1-10: Used to provide a 1-10 rating. This is used for scores including the Customer Satisfaction Score and Customer Effort Score.
Rating 0-10: Used to provide a 0-10 rating.
NPS: Used to provide information for collection of a Net Promoter Score (NPS).
Date: Used to enter a date in various formats.
Email: Allows for collection of and validity checks of email addresses.
URL: Allows for collection of and validity checks of URLs.
Text: Non-input field that allows for the addition of rich text on surveys.
Image: Non-input field that allows for the addition of images on surveys such as a logo at the top of the page.
Section Break: Enters a non-input field that adds a divider between survey sections.

Field Settings tab

Click a field on the canvas to view the Field Settings options for that field.

Field Settings.

The following options are available for each field.

Field type icon and name: For example the blue star and 'Rating' in the image above.
Delete (trash icon): Deletes the field from the canvas.
Internal Name: Name of the field as it appears on reports. By default, any field on the canvas is assigned a name (for example 'Page 1 grading 78815' in the image above). Edit the name and assign it a different meaningful name, such as 'Customer Effort Score'. Two fields in the same survey cannot have the same Internal Name.
Label: Text to display next to the field in the survey.
Description: Secondary text to display below the field in the survey.
Required check box: When selected, the survey cannot be submitted without entering a value for the field. See Required fields
Conditional Display: See Conditional display for details about this field.
Custom CSS Class: Allows a URL to be assigned to a CSS class.

The following sections explain the fields specific to each survey component.

Text Input

Placeholder: Placeholder text displayed in the field.
Max # of characters allowed in the field: Maximum number of characters that can be entered into the field.
Contact Name Field check box: Select this check box if the field is the contact name.

Text Area

Placeholder: Placeholder text displayed in the field.
Number of lines to display: Number of lines to display in the text area.

This feature is available upon request. Ask your Medallia expert to file a Feature activation request with Medallia Support. Administrators using Forms 2.0 can define the maximum input length for Text Area components. To set the maximum for a property, select a Text Area component in the survey editor and navigate to Advanced settings. By default, the maximum text input length is Unlimited. Setting this value to any positive integer value configures the maximum number of characters that a Text Area accepts. Once the form is saved, this maximum applies to all forms that use Text Areas in the property.

Drop Down

Placeholder: Placeholder text displayed in the field.
Options: Enter the list of available options to present. Click Add new option to add more options. Click Show IDs to optionally see the IDs associated with each option.
Options order: Select the order that the options appear.
Category Field check box: Select this check box if the field is to be used as the category field for use in reports.

Radio Buttons

Position: Select whether to display options vertically or horizontally.
Options: Enter the list of available options to present. Click Add new option to add more options. Click Show IDs to optionally see the IDs associated with each option.
Options order: Select the order that the options appear.
Category Field check box: Select this check box if the field is to be used as the category field for use in reports.

Checkboxes

Position: Select whether to display options vertically or horizontally.
Options: Enter the list of available options to present. Click Add new option to add more options. Click Show IDs to optionally see the IDs associated with each option.
Options order: Select the order that the options appear.

All Rating options (Rating, Rating Rating 1-7, Rating 1-10, Rating 0-10, and NPS)

Format: Format of the ratings scale display.
Rating scale: Click the editing icon to enter aria values for the ratings scale.
Selection styling: Select Accumulate to color the value that is selected, as well as preceding values on the rating scale. Select Single select to color only the value that is selected.
CSAT field: Use this field in the calculation of the CSAT value for this survey. Once you assign a rating to the CSAT value, no other ratings on this survey can be configured to calculate the CSAT value, unless this option is deselected.

Date

Format: Format of the date display.

Contact Email Field check box: Select this check box to designate this email field for use in Smart Reply module .

Text

Edit Text button: Click to open an editor to customize text.

Image

URL: Click Upload to select an image to display.
Image Alignment: Select the alignment of the image.

Page Settings tab

Set certain attributes to the page itself using the Page Settings options. See branding for additional details.

Page Settings.

Page Name: Name of the page as it appears in the inbox. Page Name must be unique in the survey.
Delete (trash icon): Click to delete the page. If the survey contains only one page, that page cannot be deleted.
Background Color: Click the field to select a background color or enter a hexadecimal color value for the page. By default, the page inherits the background color set in branding. If no color is set, the background is white.
Custom CSS Class: Select a class from your custom CSS file to apply to the entire page.

Required fields

When a field has the Required check box set, the survey cannot be successfully submitted until the field contains a value. Use this option for fields to ensure an option is chosen from a drop-down list and that the field cannot be blank. If the required field is empty and the submit button is clicked, an error is displayed under the required field, to help the respondee identify which field is required.

Digital uses a standard error message "Error: This Field is required" if a field is empty when the survey is submitted. This required field error message can be customized in various ways. For example, to modify the error message's text for all required fields in a survey, use the Override Form Validation Error Message options on the Form Settings Advanced tab. This configures the error message text for all required fields in the survey form. To change the design of the required field error, for example to use a different color, use custom CSS.

From version 2.53 you can optionally customize the descriptive error message text for each individual required field in a survey. Use the descriptive error message text to explain that the survey field is required. To customize the descriptive error message text at this level of granularity, use the following functionality. This feature is available upon request. Ask your Medallia expert to file a Feature activation request with Medallia Support.

The steps to customize each required field's error message text are similar to those used to localize a survey form. Review that process before proceeding.

Based on the localization process, export the survey's fields into a localization file. Open the file in a suitable editor, such as Microsoft Excel.
In the exported file are options for each required field in the survey titled "Descriptive error message".
Modify the text in this row to set a unique error message for the survey field. If the row is empty then the descriptive error message text falls back to the default message.
For each survey field that is set as required, add the descriptive error message text. Save the file and then in the Digital Command Center import the file back into the survey, using the languages table in a similar way to the localization process.
Save the modified survey form. To verify the process worked, use the survey Preview and try to submit the survey without providing a value for a required field. The descriptive error message text is shown under the required fields.