Introducing: Visual Editor

Modified on Mon, 22 Jan, 2024 at 9:57 AM

TABLE OF CONTENTS



General Overview

With Studio, you would be able to:

  • Script and customize your own survey
  • Customize the look and feel of your survey 
  • Set up and customize the types of respondent outreach and sample size for your survey
  • Create and manage different distribution channels to distribute your survey to the right target audience



Navigating to Studio

  • To navigate to Studio from the main login page, select the 'hamburger' icon and select Studio from the dropdown list. Under Studio, you would be able to view any surveys you have created and/or made available for you to access. 





Finding your way around Studio's main page

  • On the main page of Studio:
  1. Search and filter for a specific survey through the search bar, status dropdown list and/or by users (i.e. creator of the survey).
  2. Edit and manage existing surveys.
  3. Create a new study by clicking the Create a new study button.





Basic features in the Visual Editor

  • The Visual Editor view covers a few basic features to familiarize yourself with:
  1. Update the name of your study by clicking on the pencil icon next to the name of the survey.
  2. (L-R) Zoom in and/ or out the zoom tool, click around with the mouse mode, move around the Visual Editor with the hand mode.
  3. Design and customise the flow and content of your survey in the Design section.
  4. Manage settings such as distribution channels and quotas in the Settings section.
  5. Quick access studies from the Visual Editor without having to exit the current survey completely.
  6. (L-R) Use the Study Preview (i.e. the pop-up and copy icons) to test the survey through an web browser, Share the survey with other team members who are also users on the Canvas platform (i.e. Share button), Launch fieldwork by pressing the Publish button.





Sharing of the study with other users

  • You may share the study with other users for a collaborative experience. To share access with other users, select the Share button and search for the user within the same organization
  • Select the access level you would like to assign to the user: Editor or Viewer.
  • (*Note: By default, a created study can only be viewed by the owner of the created study so be sure to share the study with other users if you would like them to have access to it too.)


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