07 7 Survey Settings

07 7 Survey Settings

7. Survey Settings

7.1 Basic Settings

The following settings are present under the basic settings tab: GeneralLanguagesQuality ChecksSecurityCompletion Rule and Analytics.

7.1.1 Languages

Language feature in SurveyHub’s survey creation allows you to create surveys in multiple languages, increasing your reach and gaining a global perspective. You can select multiple languages, including Urdu, Arabic, Korean, Japanese, and Greek. Creating a multilingual survey helps you cater to your global audience in their language. You can choose either automatic translation or upload a translated file.

With SurveyHub, you also have the option to create your own custom language. These custom languages are useful when you wish to add a regional language based on a particular language.

The steps to changing the language of a survey are as follows:

Step 1: Navigate to Languages from the Basic tab under Survey Settings.

Step 2: Click Add another Language.

Step 3: Click the search bar under Add Another Language and add the one you want to add to the survey.

Step 4: Once languages are selected, click Apply.

Step 5: To configure a language, click Edit Language Button. 

Step 6: Select Auto Translate to automatically translate everything on the survey.

Step 7: Click Save.

NOTE: You can also manually translate every page by going to an individual page and translating everything. Click the navigation tabs on top and expand the dropdown for each of the sections to fill in the language manually.


You also can upload a translated excel sheet. You can download the template from the Edit in Excel button with the language. To do so,

Step 1: Click Edit in Excel button.

Step 2: In the popup, click the download template. The template file contains the template of how your file should look like.

Step 3: Make changes in the excel file as per your need and save it on your device. Once translated in .xlsx format, upload it by clicking the Edit in Excel button and selecting the Upload File option.  


Custom Languages

With SurveyHub, you have the option to create your own custom language. The custom language can be helpful when you want to create a regional dialect based on a particular language. This feature is handy as it is specific to just one survey only.

Step 1: Click the Add Custom Language button after clicking the Add Another Language Button.

Step 2: Enter the details including the name of the language, name of the Native language on which the custom language is based, Language Key which is used to identify the language.

Step 3: Use the Auto Translate option to auto-translate surveys into the specified language. Also, you can select the language style between Left to Right or Right to left language type.

5. Click Apply


7.1.2 Quality Checks

Quality Checks helps you automatically flag low‑quality or suspicious responses so that you can focus your analysis on reliable data. It works by evaluating each response against a set of predefined rules related to survey timing, device characteristics, response patterns, and other behaviors.

There are a set of automated validations that run in the background for every completed response. When a rule is triggered, the response is flagged for review instead of being removed, allowing you to make informed decisions about inclusion or exclusion during analysis. This reduces manual data cleaning time by highlighting types of quality flags and protects the integrity of metrics. 

The platform offers a variety of Quality Checks, including Timing, Mobile Responses, Responses and AI-based quality checks.

Timing Quality Checks

Timing quality checks help you identify responses that were completed unusually quickly, slowly, or at suspicious times. 

These checks use system‑captured timestamps to compare each response against thresholds you define for overall and per‑question duration, as well as the time of day the survey was taken.

Key checks include:

  • Duration – On enabling this check, the system will raise a flag if the total interview duration is not within the specified limit. Use this to detect surveys that were completed too quickly to be credible or took excessively long compared to normal completion behavior.
  • Net Duration – On enabling this check, the system will raise a flag if the net interview duration is not within the specified range.
  • Question Duration – On enabling this check, the system will raise a flag if a question takes more than a defined amount of time (in seconds) to answer. This helps you detect potential issues such as a confusing question, technical problems, or respondents leaving the survey open on a particular screen.
  • Odd Hours – On enabling this check, the system will raise a flag if the interview was taken during a selected time interval. This is useful when you expect responses only within certain hours (for example, store operating hours or fieldwork shifts) and want to review any surveys completed at unusual times.


Mobile Responses Quality Checks

Mobile Responses quality checks help you validate responses completed on mobile devices by examining GPS, device integrity and network information. 

These checks ensure that location‑based surveys and fieldwork reflect genuine on‑site activity rather than simulated or tampered responses.

Key checks include:

  • No GPS – On enabling this check, the system will raise a flag if no valid GPS location was captured for the interview when it was expected. Use this to review cases where enumerators or respondents should have shared their location (for example, store or branch visits) but did not.
  • Duplicate IP address – On enabling this check, the system will flag the responses that contain duplicate IP addresses. Use this to ensure the response is captured only once from a specific device.
  • Fake GPS – On enabling this check, the system will raise a flag if a fake GPS application was used to capture the location. This helps detect attempts to spoof location and complete location‑sensitive surveys from unauthorized places.
  • GPS Time On Device – On enabling this check, the system will raise a flag if the GPS time differs from the device time. A mismatch between these timestamps can indicate device tampering, and such responses may require additional validation.
  • Stale GPS Time – On enabling this check, the system will raise a flag if the interview encounters a stale GPS reading, even if that reading was  not used. This allows you to spot situations where outdated or cached location data might have influenced the captured GPS coordinates.
  • Too Many Sessions – On enabling this check, the system will raise a flag if a survey is conducted from multiple sessions. Configure this  to highlight interviews where respondents may be attempting to take the survey from multiple devices or browsers.
  • Rooted Device – On enabling this check, the system will raise a flag if the interview was completed on a rooted device. Rooted devices can bypass standard security controls, so responses from such devices may require closer scrutiny before being included in critical analyses.


Responses Quality Checks

Responses quality checks help you identify patterns in how questions are answered that may indicate low engagement, careless behavior or intentional manipulation. 

These checks focus on consistency, length, and repetition within responses, so you can review and treat suspicious interviews appropriately before analysis.

Key checks include:

  • Straight Lining – On enabling this check, the system will raise a flag if the same answer is selected for all topics in a matrix question. Use this to detect respondents who may be clicking through a matrix without properly reading each statement.
  • Short Open-Ended Answer – On enabling this check, the system will raise a flag if the free‑text answer contains fewer characters than the defined minimum. This helps  identify low‑effort verbatim responses such as single words or very short phrases that may not provide meaningful insight.
  • Answer Code – On enabling this check, the system will raise a flag if a specific answer code is chosen for more than a specified percentage of the relevant questions. Configure this  to detect repetitive selection of the same option (for example, always choosing “Don’t know” or a top‑box rating) across many questions.
  • Clock Changed – On enabling this check, the system will raise a flag if the clock on the device was changed during the interview. A clock change can indicate an attempt to manipulate timing information or otherwise interfere with normal data capture.
  • No Silent Recording – On enabling this check, the system will raise a flag if a silent recording is expected but not captured. This is useful for reviewing cases where ambient or silent audio recordings are missing as part of quality control protocols.
  • Back Tracking Activity – On enabling this check, the system will raise a flag if the surveyor clicked back and forth more than a specified number of times. Excessive back‑and‑forth navigation can signal unusual respondent behavior or potential coaching and may require additional review.
  • Partial Racing – On enabling this check, the system will raise a flag if more than X percent of the total questions are answered in less than X seconds. This helps identify segments of the interview where the respondent appears to have rushed through multiple questions, compromising response quality.


AI-Based Quality Checks

Response Quality Assurance uses AI to automatically evaluate the quality of survey responses, with a particular focus on open‑ended questions and potential plagiarism. When enabled, responses are scanned using AI, and any interview that crosses the configured threshold is automatically disqualified from analysis.

All open-ended responses are analyzed and flagged on the following basis:

  • Response contains gibberish or nonsensical information.
  • Response does not directly address the question, and there is no relevance between the question text and answer text.
  • Response is plagiarized using AI-generated answers.

To configure the disqualified threshold, click Configure to modify the number of flagged questions after which response must be disqualified.


  • Security

The security section lets you control how your survey is protected in terms of data integrity, authorization and anonymization. There are a few settings included on this page, such as:

  • Prevent Indexing: This setting controls whether search engines can list your survey in their search results. When enabled, the platform blocks search engines from indexing the survey link.

Use this to keep the survey accessible only to people who receive the link directly, reducing unintended public exposure.

  • Mask PII Data: This setting controls whether personally identifiable information (PII) about respondents is stored in a directly readable form. When enabled, the system masks respondent IP addresses, location data and contact information so they are not visible in reports or exports.

Click ‘Manage PII’ to customize the PII data that is masked when ‘Mask PII Data’ is enabled.

Use this to enhance privacy, support internal data-protection policies and reduce access to sensitive identifiers while still collecting survey responses.

  • UAE Pass Authentication: This setting controls whether respondents must use UAE Pass to access the survey. When enabled, respondents authenticate with their UAE Pass credentials before opening the questionnaire.

This is how the survey will look like if UAE Pass Authentication is enabled.

A screenshot of a phoneAI-generated content may be incorrect.

Use this when you need secure, identity-verified participation (for example, when limiting responses to verified UAE Pass users or enforcing one response per authenticated user).


7.1.4 Completion Rule

Completion Rules define what happens when respondents finish, exit, or are disqualified from your survey, so you can control the next step in their journey.

There are various completion rules that you can customize on the SurveyHub platform.

On Completion via Exit Button

Use this when respondents click the Exit button instead of completing the survey. Redirect responses to a specific URL, such as your website or information page. This is useful when you want your respondent to visit an informative destination even if they do not complete the questionnaire.

By clicking the Show More dropdown, you can specify Embedded Data or Contact Information to be passed along with the redirect URL. Click the ‘+’ icon to add additional key-value pairs.

On Completion via End Page

Use this when respondents reach the end of the survey and submit their responses. This redirects them to a Thank You page within SurveyHub or a custom external URL. The following options are available for end page completion:

  • URL: Take respondent to a custom URL such as additional resources page.
  • Thank You Page: Take respondent to the Thank You page which you have added to your survey. 
  • Summary Report: Show respondents a full summary of your survey responses. This helps them understand how their response stacked up against other people.

On Custom Disqualification 

This allows you to lead your respondents to a particular page or display a message or redirect to URL in case they are disqualified either because of logic meet or quota meet or because the quota is full. The conditions are:

  • Logic Meet – The respondent is directed to the disqualification page as it is specified in a logic criteria.
  • Quota Meet – The respondent provides a response when the soft quota limit is already fulfilled.
  • Quota Full – The respondent attempts to provide a response when the hard quota limit is fulfilled.

7.1.5 Analytics

The Analytics settings in the Basic tab let you configure how respondent data and survey performance are tracked and measured for your survey.

The following functionalities are present in the Analytics tab:

  • Track Location: Track Location allows you to capture the respondent’s geographic location when they complete the survey. This helps you analyze responses by region or area, enabling more targeted reporting and insights.
  • Google Analytics: Google Analytics lets you track survey visitors and traffic using your existing Google Analytics account. 

By entering a valid Tracking ID, you can monitor page views, sessions, and user
behavior for the survey within your Google Analytics reports.

  • Audio Recording: For Field Force application, it enables recording of respondents’ audio while they answer the survey. This is useful when you want to capture open-ended spoken feedback in addition to standard question responses.
  • Survey Scoring: Survey Scoring allows you to attach points to single-choice and multiple-choice options. These points can then be used to measure overall survey performance or respondent scores.

When enabled, the survey builder will show options to assign points to each option along with total scores of each question and block.


7.2 Advanced Settings

The following settings are available under the Advance tab under Survey Settings: Criteria, Quota, Timer, Looping, Mapping, Variables, Field App Recording, Survey Tags

7.2.1 Criteria

Criteria are used to define a set of rules according to which all logic will apply. While Logic helps you develop a structure for your Survey, most of the logic requires Criteria, which when fulfilled will trigger the logic into action. Before implementing a logic, you must create a criteria on which the logic needs to function. 

The steps to build a Criteria are as follows:

Step 1: Click the Advance section in the settings under the design tab.

Step 2:  Select the Criteria from the list.





Step 3: Select New Criteria.

Step 4: Enter Criteria Name.




Step 5: Select the question on which you want to put the Criteria. 

Step 6: Click Save.

NOTE: You can select Multiple Questions in criteria and use the combination of “AND”, “ORr”. If you use AND, the criteria is fulfilled only when the condition for all the selected  questions are met. In OR, the criteria is fulfilled if the condition for any one of the questions is met.

7.2.2 Quota

The quota is used when you want to set a maximum limit of responses to a question or a combination of questions. When you apply it, depending upon its limit, the survey stops the collection of responses once the quota is full. You can apply multiple quotas in a survey. 

It is used when you want to limit your survey collection as per your need. For example, you can use Quota to limit male responses for the survey to just 100 and allow female respondents to continue to take the survey. Similarly, you can use it to limit responses if the user selects option Yes in Question 1 of the survey. This allows for greater control over your survey while collecting data and analyzing results. 

The steps to adding a quota to a question are as follows:

Step 1: Go to the Quota section of Advance.

Step 2: Click New Quota.

Step 3: Enter a Quota Name and select from Quota Type. The available options are Hard Quota and Soft Quota.

Step 4: Select Duration settings. This determines the time duration for which the quota is applicable.

Step 5: Click Select Questions to add the question. In the drop-down, select the question on which you wish to apply the quota.

Step 6: ou can create multiple quotas within a single quota by adding questions in the Row section or the Column section, creating a matrix. Click the Add Row and Add Column buttons to do this.

Step 7: Click Save once your Quota is configured.

NOTE: You can add questions in the downward trajectory or add questions to the right side, depending on what type of matrix you need for your quota limit.

Types of Quotas

  • Hard Quota: With this, once your Quota is full, the response is disqualified and the respondent will not be able to provide their input.
  • Soft Quota: With this, even if the Quota is full, the response is not disqualified immediately, and it is indicated to the survey respondent in the end.

Remove Question: This option removes the question from the matrix.

Options Settings: Using this, you can disable or enable only selected answer choices in the quota. For example, you have three answer choices, and you wish to disable the quota for one answer choice, you can disable it from here.


7.2.3 Timer

The timer is used when you want to set to time to the entire survey or same pages. You can set it between questions and for the duration and if the questions are not answered within the given time, the survey exits, marking it disqualified. The steps to adding it to the question are as follows:

Step 1: Go to the Settings of the survey under the design tab.

Step 2: Select Timer.

Step 3: Click New Timer.

Step 4: Enter the name, From Page, and To Page. Start Timer From means to select the page from where the timer starts and End Timer On means the last page on which the timer needs to work.  

Step 5: Enter the Timer Type (increasing or decreasing), Set Time Duration, Validation Message, and Exit Message. Exit Message is what will be shown to the respondents if they don’t complete the questions within the given time.

Step 6: Click Save.

7.2.4 Looping

Looping is used when you want to repeat all the questions in a set of pages multiple times. Looping can be done based on a question or embedded Data or statically as per requirement. You can also apply randomization on the pages looped.

The steps to adding a looping to question are as follows: 

Step 1: Go to the Settings of the survey under the design tab and select Looping.

Step 2: Click New Looping.

Step 3: Enter the name of the looping.

Step 4: Select the question range from you want to enable looping. From will help you select the question from which you want to loop and the To question is the question you want to loop onto. 

Step 5: Select the question and condition on which looping should occur for selected set of questions. You may select and add more questions by clicking the button.

The conditions available are:

  • Selected Choices: Runs a loop for only the selected answer choices. So, if a user has selected three answer types, it runs three times.
  • All Choices — Hidden & Displayed: Runs the loop for all answer choices.
  • Displayed Choices: Runs the loop for all the displayed choices.
  • Hidden Choices: Runs the loop for all the hidden choices.
  • Unselected Choices: Runs the loop for all unselected answer choices.


Step 6: Create sets as per your requirement. You can create multiple sets of looping. 

Step 7: Click Save.

You may enable additional settings that change the way looping behaves:

Randomize Loop Order: If you want to randomize the order of the looping for each of the loops, you can select this option. This means that, instead of following the loops in their set order, the loop sets are randomized.

7.2.5 Mapping

Mapping allows you to map the options of one question to another desired question’s options. Multiple mappings can be created. Users can apply the mapping in Carry Forward Logic only (carry mapped choices). The steps to creating mapping are as follows:

Step 1: Go to the Settings of the survey under the design tab.

Step 2: Click Mapping.

Step 3: Click New Mapping.

Step 4: Enter a name for your mapping in the Enter Name of Mapping field.

Step 5: Select the source question from where you want to map the options

Step 6: Select destination question.

Step 7: Click the drop-down menus to map each source question option to its corresponding target option.

Step 8: Click Save.


7.2.6 Variables

Variables let you attach extra information to each survey response, so you can segment, filter, and analyze results beyond what respondents explicitly answer.

They are custom fields that store additional data with every response, such as channel, campaign, agent ID, or any other metadata you want to pass into the survey. They do not appear as questions to respondents but travel with the response in reports and exports.

Variables can be used in the following ways:

  • Pass context from your distribution system (e.g., email list ID, branch code) so you can later filter results by these values.
  • Use variables in logic to personalize the experience or control survey flow.
  • Update variables based on the response provided, such as calculating scores and metrics.
  • Include variable values in dashboards and exports for richer analysis and reporting.

To create a Variable:

Step 1: Navigate to the Variables section under Advance Survey Settings.

Step 2: Click New Variable.

Step 3: Enter a description that describes the variable, variable key and variable type. Click the + icon to add additional variables.

Step 4: Click Save.

NOTE: Please adhere to the variable name validations as mentioned in on the variable creation page for creating variables. This is to ensure that system-defined variables such as Contact Information do not interfere with user-created variables.

To bulk create variables:

Step 1: Click Bulk Variables.

Step 2: Click Download Template to download the reference template for adding the bulk variables.

Step 3:  Click the Upload Variables button to upload the variables back to the platform after modifying the template file.

Step 4: Click Save.

The following actions can be performed for existing variables:

  • Edit – Modify the description, key and variable type for existing variable.
  • Delete – Delete the variable.

7.2.7 Field App Recording

For the SurveyHub Field App, you can record audio for specific blocks of the survey and specific durations. This functionality can be enabled only if Audio Recording (App Only) is turned OFF

To enable Field App Recording,

Step 1: Navigate to Field App Recording under Advance Survey Settings.

Step 2: Click New Recording.

Step 3: Select Block for which audio recording needs to be enabled, recording criteria (optional) and time limit.


Step 4: Click Save.

7.2.8 Survey Tags

Survey Tags is an advanced configuration feature in SurveyHub that enables you to assign key-value metadata tags to your surveys. 

These tags serve as categorization labels that help organize, filter, and manage surveys, particularly when surveys are invoked or managed through API integrations with external CRM/ERP systems.

To configure Survey Tags for a survey:

Step 1: Navigate to Survey Tags under the Advance survey settings.

Step 2: Click Create New Tag to configure a survey tag.

Step 3: Select a key from the list of keys available.

Step 4: Select a value for the associated key.

Step 5: Click the icon to add a new key value pair. Click the – icon if in case you wish to remove a key value pair.

Step 6: Click Save once all survey tags are configured.


7.3 Randomization

Randomization allows you to randomize the set of answer choices, order of entire blocks or set of questions of a survey. Randomization benefits from removing selection bias or question bias. 

It can be used in cases where you have a lot of answer choices or questions, and you wish to remove selection bias.

7.3.1 Scope of Randomization

Randomization can be applied on three different levels:

Randomize Question Options

Step 1: Select a Choice-Based Question and expand the Behavior dropdown on the right-hand panel.

Step 2: Select Randomize Choices from the dropdown.

Randomize on Block Questions

Step 1: Select a block containing multiple questions and click the Randomize icon.

Step 2: Choose from the list of available randomization options.

Randomize on Entire Survey

Step 1: Expand the Survey Flow Editor from the left-hand side.

Step 2: Click the Randomize icon.

Step 3: Choose from the list of available randomization options.

7.3.2 Randomization Options

Randomize All Options: When enabled, all elements within the randomization scope with be randomized. For example,

  • If randomization is applied to question, all options will be randomized.
  • If randomization is applied to block, all questions will be randomized.
  • If randomization is applied to survey, all blocks will be randomized.

Randomize Specific number of Options: Apart from applying randomization, by explicitly specifying the number of elements to show, the functionality will only display the number of elements specified. For example,

  • Out of 10 options, if specific number of options to show is 5 then 5 options will be displayed randomly.
  • The same is applicable for block-level (specific number of questions) and survey-level (specific number of blocks).

Enable Even Distribution: For survey-level randomization, this will ensure the number of blocks displayed to respondents are distributed evenly such that each block is viewed equally among each other. This is useful when you want to run controlled tests on block variations.

For example, if Block A contains logo A and Block B contains logo B and you wish to ask customer’s opinions on the design, you can enable even distribution such as each logo is seen by 50% of the respondents.

X

Advanced Randomization: Advanced randomization allows you to create complex randomization logics by dividing elements into sets. Each set has its corresponding randomization rules that can be adjusted.

The default sets that are present are:

  • Choices to be Fixed – All choices within this set will not be randomized and stay fixed.
  • Default Set – By default, a randomized set is created where users can drag-and-drop options into this set. You can modify the randomization logic for this set.

For example, if you wish to randomize two options out of the four options:

Step 1: Drag the options from the fixed set to the default set bucket. You can click Bulk Selection to select multiple options to move to another set.

Step 2: Configure how many choices from the default set should be randomized. 

Step 3: Alternatively, you can set a view count for each of the options. This will define how many times the option will be presented to the respondents. 

Step 4: To create a new set with its own randomization logic, click + New Set.

Step 5: Rename the set as per your preference and drag your remaining options inside this set.

Step 6: Click Save to finalize your changes.



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