Poll wizard authoring tools

The poll builder has a handful of tools that save time when you're working with a lot of questions or with branching. On a desktop the builder opens in its newer editor by default; if you'd rather use the older layouts, open More builder options and choose Step-by-step wizard or Classic form; the tools below work the same way in each.

#Drag-and-drop reorder

On the Questions step, grab the handle on a question (Drag to reorder) and drop it where you want it. Move up and Move down do the same from the keyboard.

Branching rules point at questions, not positions, so they follow a question when you move it. A rule can only jump forward, though, so check your branching after a big reorder. See Conditional branching.

#Duplicate a question

Each question has a Duplicate button. The copy lands directly below the original and is independent from then on, so editing one doesn't change the other. It's handy for a run of similar scale questions or a variation with different wording.

Branching rules aren't copied to the duplicate. Add them again if you need the same logic.

#Add question

Add question opens a menu of every type: Single choice, Multiple choice, Scale (1-5), Net promoter score (0-10), Word cloud, Open text, Date / time, Ranking and Matrix (grid of statements). Each type has its own page under Product, starting with Open text questions.

#Question bank

Question bank lets you insert questions your workspace has saved for reuse, so the wording your team agreed on doesn't get retyped. How to add to it and what it stores: Question bank.

#Bulk question import

If your questions are already written down somewhere else, a spreadsheet or a doc, paste them all at once. Click Bulk import on the Questions step. The Bulk import questions dialog takes two formats:

• One question per line. Each line becomes a single-choice question with placeholder options you then replace.
• CSV with a header row starting question,option1,option2. Each row becomes a single-choice question with the options you listed, up to eight.

question,option1,option2,option3,option4
How satisfied are you with onboarding?,Very satisfied,Somewhat satisfied,Neutral,Unsatisfied
Rate the training materials,Excellent,Good,Fair,Poor

Click Parse to check the paste. Problems are listed by line number: a row with no question text is an error, and a question over 200 characters is shortened with a warning. When it's clean, Add questions appends them to the end of your list. Change the type afterwards if a question should be a scale or something else.

Bringing a whole form over from Google Forms, Microsoft Forms, SurveyMonkey, Typeform or Qualtrics is a different job. Use Import from another tool on the same step, described in Importing questions from another tool.

#Formatting in question text

Question text accepts basic Markdown, such as **bold**, *italic*, lists and [links](https://example.com), and respondents see it formatted. Raw HTML is stripped out, the same way it is everywhere else people write content in InviziPoll. Plain text works just as well.

#Preview

The Preview tab in the builder's side panel shows the questions the way respondents will see them. Use it to catch wording that reads differently once it's on the page.

#Anonymity coach

On the Demographics and Review steps, the anonymity coach flags questions that could make someone easier to identify, such as open text in a small group or too many demographic questions stacked together. It's advice, not a block. More on what it checks: Anonymity coach.

#Reuse the whole poll

On Review, Save as template keeps this poll's questions and branching as a workspace template your team can start from, and Export JSON downloads a template file. See Workspace poll templates.

#AI help

If your workspace has AI authoring, Create with AI can draft a poll and the builder can suggest rewrites of a question. Each use spends a daily credit. Limits and what's sent to the model: AI usage and fair use.

#Unsaved changes

If you try to leave the builder with changes that haven't saved, a Leave poll builder? dialog asks you to Stay or Leave. It's clearer than the browser's own leave-site prompt and works with the keyboard.

Auto-save runs in the background too, so your work is almost always recoverable. The dialog is a safety net, not the only one.

#Related

• Conditional branching in polls
• Open text questions
• Question bank