The Simply Stakeholders Forms module can be used to build surveys, feedback forms, create a stakeholder registration form, and more.
What type of forms are there?
General: Capture general information from your stakeholders, when it isn’t a specific form like those listed below
Complaint: An example of the way this can be used is as part of your internal processes to track and record complaints that come through from your stakeholders
Registration: To capture and record stakeholders' information such a registration form on your website
Grant Application: Submissions for Grant applications from stakeholders
Feedback: Gather feedback and opinions about what matters most from your stakeholders
How do you create a form?
To create a form press ‘+Create‘ on the left-hand navigation menu and select ‘Form’
2. Type in the ‘Title’ of your form and select the ‘type’ of form and select Save & Continue
You will now be taken to the page where you can see the details of the form you are creating/editing
3. From here, you will input your questions.
*Please note – the Stakeholder details with First Name, Last Name, Email and Mobile are mandatory and will always be pre filled on Page 1, Question 1.
To add more information to this page, such as organisation, address etc, select the 'Edit' button and choose from the list. There is an option to select 'Required' for any detail you choose, also making that mandatory if needed.
4. If you want to allow for anonymous respondents, select the 'Edit' button on this question and tick "Do you want to remain anonymous?" in the Display column.
It will then display as a Yes/No toggle on the form:
5. Questions can be added on one continuous page, or on multiple pages (so the reader needs to click to the next page for the next question). There is also a space to add a description if necessary.
6. There are many different question types and formats, so get creative!
The question types are displayed on the left-hand side of the page, you can choose for a mix of questions to suit your needs:
Stakeholder Detail: (this is already prepopulated as Q1, it cannot be used twice in a form). Captures the Stakeholder information to populate the responses into SSTK
File Attachment: Stakeholders can upload files to attach to their responses
The following files can be uploaded;
Radio Button: Add as many options/answers in the ‘Item’ lines for Stakeholders to select
Rating Scale: Stakeholders can select from 1-5, select stars or choose from Smileys
Checkboxes: Add as many options/answers on the ‘Item’ lines for Stakeholders to select
Dropdown: Stakeholders can choose an answer from this dropdown
*NOTE: In the dropdown/checkbox questions, there is an option for ‘Other (describe)’ This gives the Stakeholder the ability to write their own text in (if the given options/answers aren’t appropriate). To use this option, please follow the steps in the video below:
Multi-Select Dropdown: Stakeholders can choose multiple answers from this dropdown
Yes/No: Either or
Ranking: Stakeholders rank images
Single Line Input: For short text answer from the Stakeholder
Long Text: For long text answer from the Stakeholder
Multiple Textboxes: Input multiple questions with text boxes for stakeholders to write their answers
Panel: Load multiple questions into a ‘panel’ on a page
Dynamic Panel: Load different question types into a ‘panel’ on a page
Single-Select Matrix:
Multi-Select Matrix: Stakeholders can multi-select from a question, example below
Dynamic Matrix: Similar to above, however this one allows a scale rating from a multi question
HTML: Input a link here for your stakeholder to visit. Example, a link to your website.
Expression (read only): For your text only. Example: Thank you for taking the time to give us your feedback.
Image: Place an image here, for example a logo
Signature: Stakeholders can sign their name
Things to note on Question pages
A quick video guide to setting up your forms
7. Add Set up logic to direct the stakeholder to certain questions, skip questions, make them mandatory or hide them based on the responses. For these examples we will use yes/no answers. To set your logic head to the right-hand side menu, and use the ‘Edit’ button (the magic button) to set the rules.
There are 3 types of Logic to choose;
Visible: If your stakeholder answers ‘no’ to a question and you want more information, you can make the next question visible only to those who answered ‘no’ (all the stakeholders that answer yes, won't see that question).
Editable: You can make it visible to every stakeholder, but only editable/able to be answered by those that answered ‘no’.
Required: You can make it a visible question to either answer but mandatory to answer based on who answered ‘no’