Survey Building
Create effective surveys with question types, logic, and AI assistance
Showing 1–15 of 22 articles
AI Follow-up Questions: What They Are and Where They Work
A vague open-ended answer usually means you needed one more question, not a bigger sample. AI Follow-up Questions ask that next question automatically, in the moment, without you having to predict every possible answer in advance.
How to Test Packaging and Product Concepts: Shelf Standout, Preference, and Diagnosis
Packaging decisions need more than a preference rating - a design can win everyone's liking and still disappear on a real shelf. This guide covers three Opionate tools that each answer a different part of the question: a Shelf Test to measure which concept gets noticed first, a Pairwise Comparison to confirm preference once attention isn't the variable, and a Stimulus Section to diagnose exactly which element is driving the result before you commit to production.
How to Set Up a Shelf Test Section
A step-by-step guide to building a Shelf Test section: attaching the image pool, writing the intro message, setting how many options a respondent can pick, and deciding whether labels are visible.
Restoring a Previous Version of Your Survey
If a change to your draft didn't work out, you can go back to an earlier version from the builder's version history. Here's how to find the version you want, what the confirmation shows before anything changes, and when restoring isn't available.
How to Set Up a First-Click Test Section
A complete walkthrough of building a First-Click Test section - uploading your image, drawing target zones, choosing between a single click and multiple, writing an intro message, and the design patterns that produce a heatmap worth reading.
Referencing Your Media Library with Claude
Claude can browse your Media Library, show you visual thumbnails, and reference an existing image while building a survey section - but it deliberately can't upload a new one. Here's why, and how to work with that.
Drafting Surveys with Claude
Once Claude is connected, you can draft a Classic Survey or an image-based Advanced Survey through conversation - add questions, edit logic, reorder sections. Here's what to actually ask for.
Connect Claude or ChatGPT to Build Survey Drafts
Opionate can be connected directly to Claude, ChatGPT, or any other MCP-compatible AI assistant, so you can draft and edit your own surveys through natural conversation instead of clicking through the builder question by question.
Highlight Regions and Display Control in Stimulus Sections
A Stimulus section can do more than show one image with a list of questions underneath it. Highlight regions call out a specific part of the image per question, and Display Control decides when the stimulus itself is even shown.
Setting Up Image and Video Stimulus Testing
Ad creative, product concepts, packaging, prototypes - Stimuli Testing lets you show respondents an image or video and ask questions directly about it, in the same survey as the rest of your research.
Pairwise Comparison Testing: Setting Up a Head-to-Head Tournament
Asking someone to rate five concepts independently gives you five scores clustered near the top. Asking them to pick a winner between two at a time gives you a real preference. Here's how Pairwise Comparison testing works.
Tracking Campaign Source in Survey Responses Without Asking a Question
"How did you hear about us?" is a question people answer from memory, imperfectly. If you're distributing a survey across more than one channel, a Hidden Field can capture the actual source directly from the link - no self-reporting, no guessing, no extra question standing between the respondent and the survey itself.
Testing Navigation and Menu Structures with Sequence Flow
A proposed navigation menu or information-architecture structure has a real, testable order buried inside it. Sequence Flow lets respondents build the order they'd actually expect, then shows you where that matches your proposed structure - and, more usefully, exactly where it doesn't.
Reusing Images and Videos Across Surveys with the Media Library
Testing the same product shot, logo, or ad concept in more than one Advanced Survey used to mean uploading it fresh every time. The Media Library uploads it once and lets you reuse it anywhere - here's how it works, and why it matters when you're duplicating or building on past concept tests.
Passing Data into Your Survey with Hidden Fields
A Hidden Field question captures a value straight from the survey link's own URL - a campaign source, a panel ID, a customer segment - without ever showing respondents an extra question or asking them to self-report something you already know. Here's how to set one up, and what to do with the value once it's captured.