PROMPTS

Introduction

Prompts are an essential component of survey design on the Chisquares platform. They serve as predefined, customizable messages that guide participants through various stages of the survey. From introducing the survey to thanking participants or delivering incentive instructions, prompts enhance the respondent experience and ensure smooth navigation and engagement.

This manual will guide you through the process of setting up and managing Prompts on Chisquares, covering all available prompt types, formatting tools, and publishing options.

Features of Prompts in Chisquares

• Multi-Type Prompt System: Choose from various prompt types such as Header, Closing, Incentive, Custom, Quota, Exit, and Footer.
• Formatted Rich Text Editor: Customize prompts using bold, italics, lists, links, and other formatting tools.
• Character Count Management: Visual indicator for remaining characters (e.g., 70/350 characters used).
• Live Preview: Instantly preview how prompts will appear to respondents.
• Dynamic Prompt Selection: Switch between prompt types without leaving the interface.

Use Cases

Prompts are non-question text blocks used to guide, inform, or acknowledge participants throughout the survey experience. They serve as contextual anchors that improve navigation, manage expectations, and personalize the respondent journey.

Common use cases include:

• Survey Introduction: Provide background, instructions, or consent messaging.
  Example: “Welcome! This survey is about your opinions on consumer technology.”

• Thank You Message: Close the survey with appreciation or redirect instructions.
  Example: “Thank you for your time! Your input has been recorded.”

• Incentive Notification: Inform participants how to receive a reward or follow-up message.
  Example: “Your gift card code will be sent to your email within 48 hours.”

• Quota & Exit Messages: Display messages when a quota is full or the participant is screened out.
  Example: “We’ve reached our limit for this group—thank you for your interest.”

• Section Transitions: Break up longer surveys with friendly interstitial content.
  Example: “Great job! Let’s move on to a few final questions about your daily habits.”

When to Use Prompts

Use Prompts when:

• You need to orient or guide participants without collecting a response.
• Specific transitions or disclaimers are required in your survey flow.
• You want to maintain engagement and clarity by setting expectations.
• You’re managing logic flows that require feedback or informative text for disqualified respondents.
• Providing incentive instructions or legal disclaimers is necessary at the end or during the survey.

Scenario-Based Example
In a brand perception survey, a Header Prompt welcomes participants and sets expectations:

“Welcome to our quick 5-minute survey. You’ll be asked about your experiences with tech brands. There are no right or wrong answers—just your honest opinions!”
Later, a Closing Prompt thanks them and confirms their entry into a prize draw.

Prompt Types Available

• Header Prompt: Shown at the beginning of the survey to welcome and orient participants.
• Closing Prompt: Provides closure and thanks participants upon completing the survey.
• Incentive Prompt: Details how participants can claim their incentives or rewards.
• Custom Prompt: Fully customizable message placed at any stage of the survey.
• Quota Prompt: Displays when a participant is screened out due to quota fulfillment.
• Exit Prompt: Shows when participants leave the survey early or are disqualified.
• Footer Prompt: Final note or disclaimer shown at the bottom of the survey interface.

Step-by-Step Guide

Step 1: Create a New Question

1. Log into your Chisquares Investigator Portal.
2. Navigate to the Survey Design section.
3. Click Create a New Question.

Step 2: Select the Question Type

1. In the question type section, select Scripts/Prompts
2. Click Prompts.
3. Click Use Selected questionnaire item.

Step 3: Choose the Prompt Type

1. In the prompt block, click Change next to the prompt type label.
2. Select from the dropdown menu: Header, Closing, Incentive, etc.

Step 4: Enter Prompt Title

1. Provide a concise title for your prompt.

Step 5: Write Prompt Message

1. Enter your message in the rich text editor provided below the title.
2. Use formatting tools as needed (bold, italic, bullets, alignment, links, etc.).

Step 6: Review character Count

1. Keep track of the character count indicator below the editor.
2. Ensure your message stays within the limit.

Step 7: Preview the Prompt

1. Click Show preview at the top right to see exactly how your prompt will appear to participants.

Step 8: Finalize and Save

1. Once satisfied, click Push to Questionnaire to apply the prompt to your survey questionnaire.
2. If needed, you can edit or replace the prompt later by navigating back to the same section.

Example Question Setup

Question > Please read each question carefully and answer as honestly as possible. Remember, there are no right or wrong answers—we are simply interested in your thoughts and experiences.

Prompts Added

Prompts Added to a Sample Question (Yes/No Question)

Prompts Pushed Preview

Prompts Appearance on the Participant Portal

Value Proposition on the Chisquares Platform

Chisquares offers a highly customizable and intuitive prompt system that allows researchers to communicate effectively with participants across all stages of a survey. With structured formatting tools, flexible placement, and real-time previews, prompts help create a polished, professional, and respondent-friendly experience.

Key platform-specific advantages include:

• Seven Prompt Types

  • Header Prompt – Introduction or consent message
  • Closing Prompt – End-of-survey acknowledgment
  • Incentive Prompt – Reward or follow-up info
  • Custom Prompt – Freely placed informative content
  • Quota Prompt – Displayed when quotas are met
  • Exit Prompt – For disqualified or early exits
  • Footer Prompt – Final disclaimer or survey footer

• Rich Text Editor
  Format content using bold, italic, bullet lists, hyperlinks, alignments, and more.

• Live Preview Functionality
  See exactly how prompts will render before publishing.

• Character Counter
  Visual character tracker to manage prompt length and readability.

• Dynamic Switching
  Seamlessly toggle between prompt types without re-creating content.

• Fixed Display Logic
  Prompts are not randomized—ensuring consistent experience for all respondents.

• Reusable Messaging
  Edit or reuse prompt templates across different projects.

Conclusion

Chisquares provides a powerful and flexible prompt system to enhance survey flow and ensure smooth participant navigation. By following this guide, users can effectively implement and manage prompts to optimize their data collection process.

To watch a video of this question being set up, click the link below: link