Guides

Guides are comprehensive addendums to our existing product documentation that will help you explore a SurveyCTO feature, concept or form design method from the basics, including specific examples.

• Training enumerators remotely for CATI
• Guide to remote accompaniment: survey supervisors listening in on live interviews
• Guide to unique links for web forms
• Creating automated systems with Zapier
• A quick-start guide to sensor-powered quality control
• Integration with Power BI, part 1: Introduction
• Integration with Power BI, part 2: Using SurveyCTO API
• Integration with Power BI, part 3: Using Google Sheets
• Integration with Power BI, part 4: Using Microsoft Excel
• Integration with Power BI, part 5: Using an R script
• Integration with Power BI, part 6: Using Microsoft Azure
• Guide to choice filters: the basics on dynamic response option filtering (part 1)
• Guide to choice filters: properties and important considerations (part 2)
• Guide to choice filters: examples to copy and learn from (part 3)
• Guide to constraints: the basics on rejecting invalid answers (part 1)
• Guide to constraints: properties and important considerations (part 2)
• Guide to constraints: examples to copy and learn from (part 3)
• Guide to relevance: the basics on skip-logic/branching (part 1)
• Guide to relevance: properties and important considerations (part 2)
• Guide to relevance: examples to copy and learn from (part 3)