TABLE OF CONTENTS

• Basic features in the Visual Editor
• Scripting a new survey (Visual Editor)
• Customizing your questions and options
• Duplicating/ removing question cards
• Creating and connecting questions together

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. Manage settings such as distribution channels and quotas in the Settings section.
4. Quick access studies from the Visual Editor without having to exit the current survey completely.
5. (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.

Scripting a new survey (Visual Editor)

• Selecting the Create a new survey button from Studio's main overview page will bring you to the Visual Editor.
• Under the Design tab, you can start scripting your survey. Selecting the first card on the Visual Editor will prompt a dynamic right sidebar to appear, allowing you to select a question type or a logic card type.

Customizing your questions and options

• After selecting a question type you want, fill in the question text and options in the respective fields. (*Note: for options, be sure to press 'Enter' to save the option!)
• Under the question creation sidebar, you would also be able to:
  • Enable/ disable images for selected questions (to be added as option thumbnails)
  • Enable/ disable the option list to be displayed as a spinner style layout
  • Enable/ disable the randomize feature for options in the option list to be randomized for the respective question

Duplicating/ removing question cards

• Under the Tools dropdown in the Visual Editor, you can duplicate or remove question cards (Pro Tip: You may even use the short keys indicated to quickly execute the command!)

Creating and connecting questions together

• To connect one question card to another, hover your mouse over the first question card of the pairing to reveal a blue dot on the right top corner of the card. As the + sign appears in it, click and drag out the blue line link it to the question card that you would like to connect it to. You may also create a new question card by dragging out the blue line into a blank area on the Visual Editor workspace.

• *Note: Question cards that are not linked together would be highlighted in orange and are known as Orphan Cards. Connect the orphan cards to resolve the disconnect.