AI Survey Creator

Upload a Word document and let Alida AI give you a significant head start in authoring a survey.

The AI Survey Creator allows you to get started authoring surveys quickly. Experienced researchers who use Word to draft surveys and handle stakeholder feedback can use the document they've already created. Less experienced researchers can use the AI-generated questions as a starting point for their surveys.

Note:

• The AI Survey Creator generates modern surveys only.
• AI can make mistakes. While the AI Survey Creator can generate a reasonable first draft of a survey, it's up to you to review the output and ensure it follows best practices and conventions.

Generate a new survey from a Word document

Upload a Word document and allow the AI Survey Creator to begin building your survey questions.

1. Click the App Drawer and select Activities, and then click New Project.
   
2. Under Generate from Document, click Upload.
3. Upload a Word document.
   • Drag and drop a DOCX file into the marked area.
   • Click Choose File, browse for a DOCX file, and click Open.
   Note:

   • The DOCX file size limit is 10 MB.
4. Click Next.
   The AI Survey Creator reviews the text in your Word document and infers the best fit survey questions and answers based on the content.
5. In the Review Survey Outline screen, review the details of the survey that will be generated.
   If the survey outline doesn't align with your expectations, click Back and delete the uploaded Word file. Revise the document and re-upload it.
6. Click Next.
7. Enter the survey information:
   1. Enter the internal survey name (maximum 255 characters).

      You can change the internal survey name at any time, regardless of whether the survey is live or not.

      Tip:

      • If you navigate away from your survey, click the internal survey name in the Activities page to return.
      • The external-facing activity name is set when you create an invitation or create an activity link, and can differ for each set of participants.
   2. Ensure the Locale setting matches the language used in the Word document.

      This step applies only if you have multiple communities with different locales.

   3. Select Single response or Multiple responses.
      These response options control whether you can invite participants to respond once or multiple times. For more information, see Allow single or multiple responses.
   4. Click Create.
8. Select an access level.

   The access settings you can apply depend on the user role you have been assigned.

   Access Setting	User Roles	Description
   Admin Only	Admin	Only Admin users can access the activity.
   Everyone	Power User, Author	All other users in the application instance can access the activity.
   Teams	Admin, Power User, Author	All users that belong to the assigned team(s) can access the activity. If you belong to multiple teams, you can assign the activity to all of the teams you belong to, or just one or more specific teams.

   Note:

   • The access settings options are displayed if your account has the Can change access settings permission applied.
   • If your account does not have this permission, the activity will be assigned to the teams you belong to, or if you don't belong to any teams it will be available to everyone.
   • Admins have access to all activities, regardless of access settings.

Supported and unsupported survey questions and elements

In the current release, the AI Survey Creator can produce the survey questions and elements listed in the "Supported" column below. For the survey questions and elements listed in the "Unsupported" column, you must add them manually later.

Supported

Unsupported

Single Choice question Multiple Choice question Single Choice Grid question Multiple Choice Grid question Rank Order question Date question Email question Long Answer question Number question Phone Number question Zip / Postal Code question

Short Answer question Rating question Allocation question MaxDiff question Choice-Based Conjoint question Net Promoter Score℠1 question Highlighter question Usability Task question Card Sort question Tree Test question End Survey action Survey Logic action Group element Set Value action Profile action Page element Divider element Text and Image element Embedded Content element Media Player element Image Upload question Video Feedback question Recording action Appointment Booking question

AI Survey Creator: Word document tips

Follow these tips to ensure the AI Survey Creator can read your Word document successfully, and to minimize rework later.

• At the top of the document, include contextual details such as the survey objective, the tone, and the audience.
• Arrange survey questions in sequential order.
• Use clear headers. For example, use "Q1" or "Question 1." This tells the AI Survey Creator exactly where a new question block starts.
• Use bullet points or letters (a, b, c, d) to indicate answer options. Put each answer option on its own line.
• Add the question and answer text verbatim.
• Mention the question type by name.
• The AI Survey Creator infers from your question text which question type is the best fit. For example, if your question text says "Select one of the following options," the AI Survey Creator chooses a Single Choice question. If your question text says "Select all that apply," the AI Survey Creator chooses a Multiple Choice question.

Example

Below are sample questions formatted in way that the AI Survey Creator can interpret successfully. You don't have to follow this format exactly, but ensure your questions are clearly defined, the question type is named, and the question and answer text are indicated clearly.

[SINGLE CHOICE] [Q1_Spring Cleaning] 
Is Spring Cleaning an annual routine at your home?
Absolutely, and we love doing it!
Yes, and we dread every second
Not every year
Not at all

[MULTI CHOICE] [Q2_ Cleaning Gadgets] 
Which of these home technologies do you use when cleaning?
Wireless vacuum
Robot vacuum
Robot mop
Hands-free carpet cleaner
Robot window cleaner
Electric scrub brush
Air purifier
None 


[SINGLE CHOICE GRID] [Q3_ Cleaning Gadgets] 
How frequently do you use these home technologies when cleaning?

[Rows]
Wireless vacuum
Robot vacuum
Robot mop
Hands-free carpet cleaner
Robot window cleaner
Electric scrub brush
Air purifier
None

[Columns]
Less than once a week
1 time a week
2-3 times a week
4-5 times a week
6+ times a week
I don't use this

¹ Net Promoter, NPS, and the NPS-related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., NICE Systems, Inc. and Fred Reichheld.