The document provides a tutorial for customizing and activating surveys generated by the ReachOut platform for research projects. It describes how to log into LimeSurvey to access the generated survey, optionally customize questions and response options before activation, and then activate the survey so it is available to beta testers on ReachOut. The customization process involves editing questions, response types and options, previewing changes, and reordering or deleting items as needed before activation makes further changes limited.

1. The Beta testing Campaign Platform for Research Projects
The REACHOUT project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 825307.
How to Customize and Activate your Survey
Tutorial for Campaign Managers
October 2019

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How to customize your survey
Campaign Managers can create Campaigns
using the ReachOut platform
Creating a Campaign generates a survey
The survey generated by ReachOut needs to be
activated
Optionally, you can customize the survey before
activating it
This tutorial shows you how to perform these
two steps

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Once you have entered your Campaign details
in the ReachOut website
Click “Customize and activate the associated
questionnaire”
Click here

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This takes you to the LimeSurvey login page
Enter your credentials and click “Log in”
This will take you to your survey page on
LimeSurvey
Enter the same username and password that
you use to connect to the ReachOut website,
and click “Log in”

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Activating your survey A survey generated by ReachOut is good to go
You must activate your survey before Beta
Testers can view it on the ReachOut platform
If you wish, you can also customize your survey
This is optional
If you wish to customize your survey, you must
do so before activating it
Once the survey is activated, its customization
is limited

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In your survey page on LimeSurvey
To activate your survey
Click on the “Activate this survey” button
Click “Activate this survey”

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Click “Save & activate survey”
Remember, optional customization should be
done before activating the survey
Click “Save & activate survey”

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A message is displayed showing that the survey
has been activated
The survey now displays a “Stop this survey”
button
Instead of “Activate this survey”
This means that the
survey is active

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Back on your ReachOut campaigns page
You can see that the survey is active
Previous warnings have gone
Previous warnings
have gone

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On the ReachOut platform
Beta Testers now have access to your survey
The link to the feedback questionnaire is
displayed

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Customizing your survey If you wish, you can also customize your survey
This customization step is optional
Your survey should mirror your campaign goal
and scope. Before activating it, please check this
and customize your survey accordingly.
Remember, if you wish to customize your
survey, you must do so before activating it
We will now go through the customization steps

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In your survey page in LimeSurvey
Go to the Structure tab
Survey questions are organized in groups
You can expand the content of each question
group
Click to go to the
Structure tab
Click the down-facing triangle
to open a question group

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Click on the question you would like to
customize
When the question is open, click “Edit” to start
modifying the question
Click on the question
to open it
Then click on “Edit”
to open the question editor

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This takes you to the question edit view
You can view
The question text
The question type
A preview of the question
Other parameters

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You can modify the wording of the question to
customize it for your project
Just type the text in the Question box
You can make the answer to the question
mandatory
Toggle between Off and On
Let us now change the question type from “Yes/
No” to “multiple choice”
Edit the question
text here
Toggle to Mandatory
here
Click here to start changing
the question type

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In the list of possible question types, select
Multiple choice
Then, click “Select”
Select the new question type
Then click “Select”
to save

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The question type has been changed
You see that you need to add subquestions
Click on the link, or alternatively on the “Edit
subquestions” button
Click to add subquestions

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Enter the list of subquestions to be answered
Click + to add more
When you’re finished, click “Save and close”
Enter the list of subquestions
Click “+”
to add a new
subquestion
Save and
close when
you’re done

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The question has been changed
At any time you can preview each question
Just click the “Preview question” button
Click to preview

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It opens a new tab with the preview of what the
question would look like
You can then edit again and iterate until you’re
satisfied with the question

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Let’s now look at another customization
Click on Q02 in the Structure
Then click “Edit”
Click on the question
to open it
Then click on “Edit”
to open the question editor

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In the question editor
Enter the replacement text for the question
Customize the question wording

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Click on the question type
Select the Array question type
Click “Select” to save
Select the Arrays > Array
question type
Then click
“Select”

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For Arrays you need to
Add subquestions
Add answer options
Let’s start with the subquestions
The Array question type
requires answer options
and subquestions
Click on
“Edit subquestions”

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Enter the subquestions for the Array
Use + to add more subquestions
Click “Save and close” when you’re done
Enter the subquestions for the Array
Click “Save and close”

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Similarly for Answers
In the Question edit view, click “Edit Answer
options”
Enter the different answer options
Use “+” to add more
Click “Save and close” when you’re done
Enter the answer options for the Array
Click “Save and close”

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Back in the question edit view
Remove the help (from the generated question)
Set Mandatory to On if you like
Click “Save and close” when you’re done
Remove previous
text in Help
Click “Save and close”
Toggle Mandatory
to On

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Back in the question edit view
Click “Preview question” to see the new layout
Click “Save and close”

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Let’s now try another customization
Click on Q03 in the Structure
Then click “Edit”
Click on “Edit”
to open the question editor

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Change the question type
Click on the question type
Select List (radio)
Click “Select”
Click on “Select”
to save
Select type
Single choice question >
List (radio)

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You now see that you need to add answers
Click on the link in the warning
Alternatively, click on “Edit answer options”
You can also click here
You need to add answer
options for the radio buttons

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Enter the different answer options
Use “+” to add more
Click “Save and close” when you’re done
Enter the answer options
for the Radio buttons
Click “Save and close”

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Finally, back in the survey edit view
You can edit the question
You can optionally set Mandatory to On
You can also add the “Other” option
Click “Save and close” when you’re done
Edit the question wording
Click “Save and close”
Set Mandatory to On
Set the “Other”
option to On

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You can now preview the customized question

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Further customization In the structure view, you can also
Delete questions and question groups
Create questions and question groups
Re-order (drag and drop) the questions

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Thank You!
Funding acknowledgement: The REACHOUT project has received funding from the European Union’s Horizon 2020 research and
innovation programme under grant agreement number 825307.
DISCLAIMER: The information in this document is provided “as is”, and no guarantee or warranty is given that the information is fit for
any particular purpose. The content of this document reflects only the author`s view – the European Commission is not responsible for
any use that may be made of the information it contains. The users use the information at their sole risk and liability.