Form Design

Javelin may be launched through a standard web browser using the URL http://app.javelinfeedback.com. Once the login window appears, type in a Login Name and Password supplied by your administrator to begin using the application.

Login

Home

Once you are logged into Javelin, you are presented with your Workspace and have access to the functionality offered by the application. You can start a new project selecting Start a New > Survey / Quiz button to open a new project screen.

Home

Settings

For this tutorial, we will select Start a New > Survey. You will be presented the Settings screen for the project.

Type "Acme's Sign And Banner Survey" in the Name and Title fields and set the Layout value to "Item per page". This would render each item on a separate page of the survey. We will use the default values for all other fields.

Settings - General

By default, the page that shows up after the respondent completes the form would contain the message "Thank you for for providing your feedback". You may customize this message by selecting the END PAGE tab and changing the message to "Thank you once again for your time and feedback to this survey".

Settings - End Page

Click the Create button to save the survey. You are now ready to start adding sections and questions to the survey.

Inserting Sections

In our tutorial we will insert six sections with different types of items. The first section is automatically added when the survey is created with the name set to "Section 1" and there is no Title for the section. Select Sections > Edit Section to rename this section to "Event Participation" and enter "Event Participation" as the Title for this section.

Section Menu

Section Options

Inserting Items within a Section

The first page of the survey will include welcome message and privacy information. Click Add Item > Note to add a description item to the survey.

Add Note

Set the Notes Item ID to "Introduction" and add the following content into the note text area

Welcome, and thank you for your participation in this brief survey from Acme. We want your input to help us evaluate and improve our offering of sign and banner display products to better suit your needs.

Privacy Information

At Acme, we understand that your privacy is important to you. Consequently, we are committed to safeguard- ing your personal information and will protect the information you share with us. For further details, please see our Privacy Policy.

Thanks again for your time and valuable feedback.

Add Note

Select the Privacy Information paragraph and select Italic from the toolbar to italicize the text. Also change the heading "Privacy Information" to a bold style by selecting the text and choosing Bold from the toolbar. To insert a link for "Privacy Policy", highlight the words and choose Link button from the toolbar. Type out "http://www.acmecorp.com/privacy.html" in the URL field and click Insert.

A section may contain several items of different types. Click the Add Item button and choose thetype of item to add.

Add Choice

Here are the steps to add a Yes/No choice item

  • Click Add Item > Choice to add a Yes/No choice item.
  • Enter "Event Organization" in the Choice Item ID field.
  • Enter "Do you organize events such as trade shows, job fairs etc. for your company that have the need for banners?" in the text area.
  • Select Field is required checkbox so the respondent is forced to answer this question.
  • In the Add new choices area, type in Yes and No on 2 separate lines.
  • Change Choice columns to 2.
  • Click Save to add the Yes/No choice item.

Add Choice

Inserting additional Sections and Input Fields

As new sections are added, they are displayed in the top bar. Selecting a section, will display the items added to that section.

Select Sections > Add Section to create a second section to the survey. Set both the Name and Title of this section to "Event Details". We will add three choice item fields to this section.

For the first item, we will add a multi-select choice item using the following steps

  • Select Add Item > Choice to add a choice item.
  • Enter "Event Types" in the Choice Item ID fied.
  • Enter "What type of events do you organize within your company? (Choose all that apply)" in the text area.
  • Select Multi-select checkbox.
  • In the Add new choices area, enter the following choices on separate lines

    Sales Promotions
    Job Fairs
    Community Events
    Industry Conferences
    Other (Please specify)

    Add Mult-Select Choice

    Click on Done to show the added choices in a list.

    Edit Choice

  • Select the checkbox for the last choice from the list with the text "Other (Please specify)" and select the Edit button to reveal the Choice properties pop-up.
  • Change No text field to Medium text field. This will show a text field next to the choice text so the respondent can type in a value. Click Save to save and close the Choice properties pop-up.

    Edit Choice Options

  • Click Save to add the multi-select choice question.

For the second choice item, use the following steps

  • Select Add Item > Choice to add choice item
  • Enter "Number of Events" in the Choice Item ID field
  • Enter "Each year, on average, approximately how many of these events do you organize?" in the text area
  • In the Add new choices area, enter the following choices on separate lines

    Less than 5
    Between 6 and 10
    More than 10

  • Click Save to add the choice question.

The third item in this section can be added using the same steps as the previous items.

  • Select Add Item > Choice to add choice item
  • Enter "Event Budget" in the Choice Item ID field
  • Enter "Each year, on average, how much budget do you allocate to banners for these trade shows?" in the text area
  • In the Add new choices area, enter the following choices on separate lines

    Less than $1,000
    Between $1,000 and $5,000
    More than $5,000

  • Click Save to add the choice question.

Added Choice Items

Inserting a Matrix Item

Insert a new section and set the Name and Title of the section to "Product Preferences". We will first add a Matrix item and then a Yes/No choice item in this section.

  • Select Add Item > Matrix to insert a Matrix item.
  • Enter "Importance Rating" in the Matrix Item ID field.
  • Enter "In choosing a vendor for the banners, posters and other sign-age for your events, please rate the following attributes and their relative importance to your selection criteria. (1=Not Important ... 5=Very Important ... 0=Cannot Rate)" in the text area.
  • In the Add new items (rows) area, enter the matrix rows on separate lines

    Quality of Product
    Price of Product
    Turn-around Time
    Range of Offerings

    Matrix Rows

  • Select Choices (columns) tab to enter the matrix choices.
  • In the Add new choices (columns) area, enter the following choices on separate lines

    0
    1
    2
    3
    4
    5

    Matrix Columns

  • Set Row label span to 25%.
  • Click Saveto add the choice question.

We will insert a Yes/No choice item

  • Set the Choice Item ID to "Use Acme".
  • Set the question text to "Have you used Acme for any of your banner needs in the past?"
  • In the Add new choices type in Yes and No on 2 separate lines.
  • Change Choice columns to 2.
  • Click Save to add the Yes/No choice item.

Added Matrix Item

Continuing with other Items and Sections

  • Create a new section with Name and Title set to "Contact Preferences".
  • Insert a choice item in this section. Set the Choice Item ID to "Contact"
  • Set the question text to "We would like to demonstrate our latest products as well as provide you with an opportunity to try them out at your next industry event. Please let us know if you would like us to contact you."
  • Add choices

    Have someone from sales contact me by email
    Have someone from sales contact me by phone
    Send me your brochures by mail

  • Select the Multi-select checkbox.
  • Click Save to add the choice question.

Add Choice Item

Inserting Group Item

  • Create a new section and set the Name and to "Contact Details".
  • Select Add Item > Group to insert a group item.
  • Enter "Contact Info" in the Group Item ID field.
  • Enter "Please let us know how we may reach you." in the text area.
  • Set Row label span to 25%.
  • From the Group Rows area, add a Text Field item row for "Name"

    • Select Add > Text field to add a new row
    • Enter "Name" in the Text Field Item ID field.
    • Enter "Name" in the text area.
    • Select Field is required checkbox.

    Group Text Field

    Add another Text Field item row for "Company"

    • Select Add > Text field to add a new row
    • Enter "Company" in the Text Field Item ID field.
    • Enter "Company" in the text area.

    Add another Dropdown item row for "Job Title"

    • Select Add > Dropdown/List to add a new row
    • Enter "Job Title" in the Dropdown Item ID field.
    • Enter "Job Title" in the text area.
    • Select all the default choices and delete them.
    • Select Add new button and enter the following in the Add new choices area.

      Marketing Manager
      Product Manager
      Project Manager
      Software Engineer
      Financial Analyst
      Executive
      Other
    • Enter "--Select--" in the Prompt field.

    Group Dropdown

    Add another Text Area item row for "Address"

    • Select Add > Text Area to add a new row
    • Enter "Address" in the Text Area Item ID field.
    • Enter "Address" in the text area.
    • Select Field is required checkbox.

    Group Text Field

    Add another Text Field item row for "Email"

    • Select Add > Text Field to add a new row
    • Enter "Email" in the Text Field Item ID field.
    • Enter "Email" in the text area.
    • Select "E-mail" for the Field type.
    • Select Field is required checkbox.

    Add another Text Field item row for "Phone"

    • Select Add > Text Field to add a new row
    • Enter "Phone" in the Text Field Item ID field.
    • Enter "Phone" in the text area.
    • Select Field is required checkbox.
  • Click Save to add the group item.

Group Item

Piping the Responses

Insert a section named "Confirm Contact Info" with the Title set to "Confirm Contact Information". In this section, the user response from the group item in the previous "Contact Details" section will be piped or displayed for confirmation.

  • Select Add Item > Group to insert a group item field.
  • Set the Group Item ID to "Verify Contact Info".
  • Set the text to "You have requested us to contact you, please verify your contact information prior to submission. You can use the Back button to change it if necessary."
  • From the Group Rows area, add a Note item row for "Verify Name"

    • Select Add > Note to add a new row
    • Enter "Verify Name" in the Notes Item ID field.
    • Use the Table button to insert a Table with 1 row and 2 columns in the text area.
    • Enter "Name" in the first column and "$$Name$$ in the second column.

    Piping

    Add another Note item row for "Verify Company"

    • Select Add > Note to add a new row
    • Enter "Verify Company" in the Notes Item ID field.
    • Use the Table button to insert a Table with 1 row and 2 columns in the text area.
    • Enter "Company" in the first column and "$$Company$$ in the second column.

    Add another Note item row for "Verify Address"

    • Select Add > Note to add a new row
    • Enter "Verify Address" in the Notes Item ID field.
    • Use the Table button to insert a Table with 1 row and 2 columns in the text area.
    • Enter "Address" in the first column and "$$Address$$ in the second column.

    Add another Note item row for "Verify Email"

    • Select Add > Note to add a new row
    • Enter "Verify Email" in the Notes Item ID field.
    • Use the Table button to insert a Table with 1 row and 2 columns in the text area.
    • Enter "Email" in the first column and "$$Email$$ in the second column.

    Add another Note item row for "Verify Phone"

    • Select Add > Note to add a new row
    • Enter "Verify Phone" in the Notes Item ID field.
    • Use the Table button to insert a Table with 1 row and 2 columns in the text area.
    • Enter "Phone" in the first column and "$$Phone$$ in the second column.

    Piping

  • Click Save to add the Group item.

Piping

Preview the Survey

We have now successfully created a form with several items that have been logically separated into sections. You can preview the survey by clicking the Preview button. The survey will be displayed in your default web browser.

Saved Project

You can find the URL for the survey by clicking the Show project URL button shown on the top of page (next to Preview button) and make it available to the potential respondents. You can also use Javelin Communication Manager to send emails with the embedded URL. See the tutorial on Email for more details.