- Check it out in an example survey!
- Add a survey with this question to your account!
Using SurveyGizmo's Add as Needed feature you can allow your respondents to answer a given set of questions repeatedly.
In our example (right), the respondent can dynamically enter the contact information for up to 10 conference attendees. This feature is available in both our Custom Group and Contact Form questions.
Setup
- To start, decide whether to use either a Custom Group or a Contact Form.
- A Contact Group is a formatted group of textboxes designed to collect contact information.
- A Custom Group allows you to group questions of different types together. This can include Radio Buttons, Checkboxes, Dropdown Menus, Textboxes, and Essay questions!
- Set up your Custom/Contact Group sub-questions.
- Once your sub-questions are set up, go to the Logic tab.
- Scroll to the Add as Needed section and select the option to Allow respondents to duplicate these grouped questions.
- (Optional) Display a blank group if the question has not been answered is selected by default. If you'd like, you can uncheck this option. This will display the overall question text for your Custom/Contact Group with the Add Another button.
- (Optional) Customize your Button Text. In our example, we changed "Add Another" to "Add Another Attendee" and changed "Remove Item" to "Remove Attendee."
- (Optional) If you would like to limit the number of times these fields can be dynamically added, enter the max number in the Max Repetitions field and customize the Max Repetitions Reached Message. The Max Repetitions will be in addition to the initial display of the question. For example, if you put in a max of 4 repetitions, you could collect up to 5 responses to that question.
- Save Question once you have finished configuring the Add as Needed options.
Reports
In reports, each instance of the field is repeated and reported on. So, in our example, we collected up to 10 first names, so we have a series of First Name fields reported as appendices in the Summary Report.
Exports
As in reports, each field is repeated for each instance of the add as needed group.
Incompatible Questions and Features
- The add-as-needed setting is not available for the following question types:
- Grid question types
- Dropdown Menu List
- Textbox List
- Semantic Differential
- Sliders and Slider List
- Signature
- The add-as-needed setting is not compatible with logic.
- The add-as-needed setting is not compatible with integrations that push data to another application e.g. Salesforce, Salesforce Marketing Cloud, Google Sheets.
Admin
— Dave Domagalski on 09/13/2019
@Fiona: Thank you for your feedback!
I’m sorry for the trouble. The output of add as needed questions is made more complex due to the dynamic nature of the question. I will document your note with our Product team as a potential future improvement to the product.
Thank you again for taking the time to share this feedback with us!
David
Technical Writer
SurveyGizmo Learning & Development
— Fiona.cameron on 09/12/2019
thank you, this is great. i have the same problem as another poster (Catherine). The output from this is very awkwardly set up making it very hard to use. i.e. having all the first names, then all the last names. Why not the complete information for one person, complete information for the next person, etc.
Admin
— Bri Hillmer on 02/27/2018
@Office: Requiring the individual subquestions will prevent respondents from leaving any of the fields blank.
I hope this helps!
Bri Hillmer
Documentation Coordinator
SurveyGizmo Customer Experience Team
— Office on 02/27/2018
Bri,
Is it possible to prevent the user from adding an entry until they input the required information for the current one?
Admin
— Bri Hillmer on 02/27/2018
@Office: I did a little testing and found that if you click the Add Another button, even if you don't answered the fields that appear, columns for this data will appear in your export. I suspect that this might be what happened when you recorded your response.
I hope this helps!
Bri Hillmer
Documentation Coordinator
SurveyGizmo Customer Experience Team
— Office on 02/27/2018
I inputted a test result to see what the data export would be. When I exported the data, it gave me 5 instances when I only submitted one. 1 instance was populated, as expected, but the other 4 was blank.
What causes this?
Admin
— Bri Hillmer on 04/13/2017
@Freigabe: If you are using the Add as Needed functionality these email addresses are not really readily available to use in a Send Email Action email.
If this is a requirement for your project I would recommend moving away from the Add-As-Needed functionality.
I hope this helps!
Bri Hillmer
Documentation Coordinator
SurveyGizmo Customer Experience Team
— Freigabe on 04/13/2017
Is it possible to send thank you email to all attendees that have been added? As it might be different from one user to another.
Admin
— Bri Hillmer on 11/03/2016
@Matthew: You can set up a number question to and ask how many entries they would like to make in the contact form/custom group. Then you could create a series contact forms/custom groups and set up logic based on the number question to determine when they will display.
This will provide you with the static fields necessary to send to Salesforce.
Let me know if you have further questions!
Bri
Documentation Coordinator/Survey Sorceress
SurveyGizmo Customer Experience Team
— Matthew on 11/03/2016
I see where it says, "The add-as-needed setting is not compatible with integrations that push data to another application e.g. Salesforce, ExactTarget, Google Sheets." but we really need this functionality for our application form that's integrated with Salesforce. Are there any workarounds for ways to do dynamic question adds and push that data to SF as well?
Admin
— Dave Domagalski on 10/06/2016
@Hannah: Thank you for your question!
The Add-As-Needed feature is available via a trial account. It is important to note that this feature can only be implemented via either a Contact Group or Custom Group Question Type. The option for Add-As-Needed will not be available in other question types.
I hope this helps clarify!
David
Documentation Specialist/Survey Explorer
SurveyGizmo Customer Experience
— Hannah on 10/06/2016
Add as needed doesn't show up in my free trial?
Admin
— Bri Hillmer on 06/22/2016
@Catherine: Thanks for checking our documentation comments! The yes answer would send them to a new question to collect another contact.
I hope this helps!
Bri
Documentation Coordinator/Survey Sorceress
SurveyGizmo Customer Support
— Catherine on 06/22/2016
Bri, Can you explain the other option of yes/no logic. I have a survey with the add a question feature and it works well but the reporting does not allow me to have all the answers for one person grouped together (e.g, like the card view). So if you use the yes/no how does that work. If yes, add another contact - do you send them to a new question or back to the initial page?
Admin
— Bri Hillmer on 03/30/2016
@Sarah: Thanks for this feedback! Yes the add-as-needed data is quite cumbersome. We're working on changes to reporting on the contact form that will hopefully account for this. Alternatively, you might want to create separate contact groups and show them with logic based on a question that asks the respondent "Do you have another contact to add? yes/no."
I hope this helps!
Bri
Documentation Coordinator/Survey Sorceress
SurveyGizmo Customer Support
— Sarah on 03/30/2016
Reporting and exporting seem very confusing and can take a lot of time to gather all data since the advanced appendix option is not available...