Survey Packager & Question Builder Guide # Survey Packager & Question Builder Guide A step-by-step walkthrough for building pre-course and post-course feedback surveys and attaching them to a course. Available on every plan — Sandbox, Pro, and Premium — with no limit on the number of surveys, responses, or CSV exports. --- ## Step 1: Open the Survey Packager 1. Log in to your tenant learning portal and open the **Admin Panel**. 2. Click the **Surveys** tab, then **Open Survey Packager →**. (Or go directly to `survey-packager.php`.) --- ## Step 2: Draft Questions with an LLM (Optional but Recommended) 1. Open the [LLM Survey Builder Prompt](../authoring/llm-survey-builder-instructions.md) (also linked from inside the Survey Packager). 2. Give it to your AI assistant of choice along with what you want to learn from learners (e.g. "draft a 6-question post-course survey for a course on accessible PDF remediation"). 3. Copy the JSON it returns. --- ## Step 3: Load and Tweak Questions 1. Paste the JSON into the **Load Questions from JSON** box and click **Load Questions from JSON**. It expands into editable question cards. 2. Edit wording, add or remove questions with **+ Add Question**, reorder with **Move Up / Move Down**, or delete a card outright. 3. Each question type (Short Text, Long Text, Single Choice, Multiple Choice, Dropdown, Rating Scale) has its own fields — options for choice questions, min/max labels for rating scales, character limits for text answers. 4. Click **Preview Survey** to see how it will render for a learner before saving. --- ## Step 4: Save to Your Survey Library Click **Save Survey to Library**. This writes directly into your tenant's survey library — there's no ZIP to build or upload, unlike course packages. --- ## Step 5: Attach the Survey to a Course 1. In the Admin Panel's **Courses & Packages** tab, find the course card. 2. Use the **Pre-Course Survey** and/or **Post-Course Survey** dropdowns to pick a saved survey from your library, then **Save Course Settings**. 3. A pre-course survey appears before Module 1, once per learner. A post-course survey appears when a learner marks the course complete. Either or both are optional, and the same survey can be reused across multiple courses. 4. Learners can always click **Skip for now** rather than answer — surveys are never a hard gate on course access. --- ## Step 6: Review Results In the **Surveys** tab, click **View Results** on any survey to see a sortable, paginated response table. Use **Copy Table** to paste results straight into a spreadsheet, or **Export CSV** to download a file — safe to open in Excel/Sheets or hand to an LLM for analysis. Delete individual responses or an entire survey (and all its responses) from the same view.