How do I use the Questionnaire tab in Tree Testing?

In this help, we'll discuss how to use the Questionnaire tab to:

Customize study questionnaires
Set up a Screening question for respondents
Create Pre-study and Post-study questionnaires
Create multiple option questions
Adjust the order of your questions
Insert questions from the question bank

Manage personal data in questionnaires

You can toggle the option whether your questions collect personal data (any information relating to an identifiable natural person, such as name, email, ID number). When you enable this option, respondents will be informed about this in your custom Privacy Information and Consent message.
You can also choose specific questions where you collect personal data, to show respondents what type of questions they are beforehand, also within your custom Privacy Information and Consent message.
The Privacy Information and Consent message needs to be enabled to show this information to respondents.

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Customize study questionnaires

In the options to the right of the Questionnaire tab, you can pick which questionnaires (screening question, pre-study, post-study) you want included in the study
You can select whatever combination of questionnaires you need
Select Randomize pre-study/post-study question order to ask questions in random order from each respondent
You can only launch the study after the included questionnaires are properly set up with at least one question

Set up a Screening question for respondents

The Screening question is shown to the respondents before the study begins. Respondents cannot continue before they answer this question (if you turned it on).
The Screening question can only be a multiple option question
The purpose of the Screening question is to accept only those respondents who meet certain conditions

Step 1

Write your question. You can provide additional information in the description when neccessary.

Step 2

Select whether you want the screening question shown as a dropdown or a radio button selection.

Step 3

Click + Add answer option and create as many answer options as you want.

Step 4

Use the Reject checkboxes to select which options should lead to the rejection of the respondents who pick them.

Step 5

Below the screening question, you can customize the message seen by respondents who have been rejected.

Step 6

You can also set the redirect URL to those, who have been rejected (e.g. to link them to your different study that is open to anyone).

Create Pre-study and Post-study questionnaires

The Pre-study questionnaire is a survey given before the Tree Testing
The Post-study questionnaire is a survey given after the Tree Testing
Aside from their placement within the study, the two questionnaires work the same

Step 1

If needed, customize the message shown before the survey (e.g. if you have special instructions for answering the questions). The default message should be sufficient in most cases.

Step 2

Write your question. You can provide additional information in the description, or add an image if necessary. The image can be zoomed in and is scrollable for the participants.

Step 3

Select the type of answer. The answer can be either free text (single or multi-line), multiple option (checkboxes, checkboxes with images, checkbox grid, radio buttons, radio buttons with images, radio button grid, dropdown), or scoring (5-point and 7-point Likert Scale, Net Promoter Score).

Step 4

Select Answer required if you want the question to be mandatory. Otherwise, respondents will be able to skip the question.

Step 5

Click Add question to add more questions and repeat steps 2-5 again for each one.

Above the questions, there is an option to import and export questions inside a .CSV file. Use this option to easily reuse questionnaires between studies or to bring in questionnaires created outside the study setup environment.

Use UTF-8 encoded CSV files to ensure that the import works correctly. The simplest way to save your imported file with UTF-8 encoding is to edit it through Google Sheets (click the link for more instructions). To get a UTF-8 encoded file when saving your file in Excel, go to File -> Save As and select CSV UTF-8 before you click Save.

Create multiple option questions

After you pick any of the multiple option answer types (dropdown select, radio button, checkbox select), you can define more options by pressing + Add answer option
With dropdown select and radio button, respondents can only pick one option. With checkbox select, they can pick multiple options at once
Options have to be between 1 and 250 characters long
Choose Options random order to randomize the order in which these options are displayed for each respondent
Press the Trash bin button to remove options
The Allow other answer option can be selected when using the dropdown select, radio button, or checkbox select answer types. This allows respondents to input their own answers
If you enable Require to justify answer, respondents will be asked for a text explanation of the selection they made
Choose Random order of answer options to randomize the order in which these options are displayed for each respondent

Grid questions

Grid questions are best suited for asking participants about pairs taken from two sets. For example the rows can represent time slots and columns can represent days.
If you choose a Checkbox grid the participant will be able to select as many options as they want to regardless of their row or column positions.
For the Radio button grid the participant can choose one option for each row.

Likert scale questions

In Likert scale questions, respondents are given a statement and are asked to give a score that says how much they agree. For example: "Please select how much you agree with the following statement: The information on example.com is organized in an intuitive way."
The higher the score, the more the respondent agrees with the statement. Highest score means total agreement, lowest score means total disagreement.
There is a 5-point and 7-point Likert scale. The 5-point scale is slightly easier to interpret, while the 7-point scale is slightly more accurate and gives respondents more choices to express themselves.
You can adjust the labels of the lowest and highest scores to describe the meaning of the scale.
If you enable Require to justify answer, respondents will be asked for an explanation of the score they gave.

Net Promoter Score

Net Promoter Score questions are used to measure user experience so it's simple and easy to understand. Net Promoter Score questions look like this: "How likely are you to recommend example.com to your friends or colleagues?"
The respondent answers on a scale from 0 to 10. The higher the score, the more likely the respondents is to recommend the object at question. Respondents are split into:
- Promoters - Score 9-10 - Users who are happy with using your website/service/etc. and spread the word to others.
- Passives - Score 7-8 - Users who are content but have their reserves. Fix what ails them to decrease the chance of their defecting to competition.
- Detractors - Score 6 and lower - Unhappy users who may spread negative word of mouth. Pay close attention to what they have to say.
The final Net Promoter Score you'll get as a result is a number between -100 (if all respondents are detractors) and 100 (if all respondents are promoters).
You can adjust the labels of the lowest and highest scores to change meaning of the scale.

Adjust the order of your questions

Unless the order of questions is randomized, the questions will be displayed in the same order as they're seen in study setup.
You can change the order of questions by simple drag and drop. Just grab a question with your cursor and pull it up or down to move it higher or lower on the list.
Alternatively, under the ellipsis button, you can move quesions up and down by press of a button Move up / Move down.
You can enable the “Allow to go back“ option. This allows the participant to return to previous questions (and edit their answers?). If this option is disabled participants do not have the option to return to previous questions, (after they clicked “Next“?)

Insert questions from the question bank

The question bank is a collection of reusable questions which you can add to your study to build thorough study questionnaires in just a couple of seconds. The types of questions available are adjusted to be suitable to the study type - in this case Tree Testing. Check out the different questionnaires where the question bank is available (pre-study, post-study, after-task) to see recommendations on what kinds of questions to ask at which point.

In the questionnaire where you'd like to use the bank, click Explore question bank. This will open the question bank window.

Use the top panel to view questions by category or search by a specific term. The question categories shown are relevant to the tool and the questionnaire type.
Filter available questions by choosing among tags and question types.
Click the questions that you'd like to add to select them. The right panel shows all the questions which are selected. If you change your mind, click Deselect question to remove a question from selection. Once you're done choosing, click Add questions.
Some questions offer multiple suggestions for how you can adjust some of the words in the question. Before adding them, click the highlighted word to view and choose among suggestions or to write your own replacement. Once the questions have been added, you'll be able to customize them completely to your liking.

Standardized questionnaires are specialized validated sets of questions. When including questions from a standardized questionnaire, including all questions from the set is optional but recommended. Doing so allows you to evaluate the results of the questionnaire as a whole.

Available standardized questionnaires are:

System Usability Scale (SUS)

Skip Logic

If you add Skip logic to any UXtweak questionnaire, you will be able to determine exactly what should come next after each question. This way you can make sure that the questionnaire is always tailored to fit the specific participant. Enabling skip logic in your questionnaire will force the one question per page setting as well, to make sure the participant doesn’t see any questions they aren’t supposed to. Combining the skip logic with random order of questions is also not possible, since the point of the skip logic is precisely determining which questions are seen by the participant and when.

The possible next steps you can choose from include:

Next question - if you select this option, the participant will be taken to the question which should chronologically follow based on the order of the questions in the setup of your study.
Study end - selecting this option means that the study will end for the participant after this question. This option is not available for the pre-study questionnaires.
Study task(s) - this option is exclusively available for the pre-study questionnaire. It ends the pre-study questionnaire and takes the participant directly to the main study tasks (card sorting exercise, tasks on your web etc.)
Specific question - you can choose any other question in the questionnaire to skip to. It is important though that you don’t create a cycle in your study this way. Studies which include a questionnaire with a cycle can’t be launched. Other than cycles you need to pay attention to whether all your questions in your questionnaire are reachable from at least one other question.

You can choose any of the above listed options and bind it either to a question answer or to skipping a question. You can have multiple different outcomes set up for the questions with options to choose from:

Radio buttons - you can have a different outcome chosen for each of the provided options as well as the “other” option.
Likert scales - using breakpoints you can create intervals on your scale and choose a different option for each interval. For example with the 5 point likert scale the values 1 and 2 can lead to one outcome, value 3 to a different question and values 4 and 5 to a different question as well.