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Kalever
  • How We Work
  • The Platform
  • Why Kalever
  • Resources
    • Articles
    • Product Decks
    • Case Studies
  • Contact

Getting Started

4
  • Your Home Dashboard: Overview
  • Account and Notification Settings
  • Create a New Project
  • Navigating the Project Dashboard

Pricing tool

2
  • How to Create a New Quote
  • How to Download, Edit, and Duplicate Quotes

Survey Creator

7
  • How to Create a New Survey
  • Classic Editor: Control Area
  • Classic Editor: Overview
  • Classic Editor: Adding and Editing Survey Elements
  • Classic Editor: Using Custom Modules
  • Decipher Editor: Editing Your Survey
  • AI Assistant

TrackEntry Tool

4
  • Introduction to TrackEntry: Access and Overview
  • How to Create, Edit, and Manage Entries
  • Using Live Chat for Real-Time Communication
  • How to Integrate TrackEntry with a Decipher Survey

Codebooks Tool

2
  • Creating a Codebook for Open-Ended Data
  • How to Edit and Manage Your Codebook

Best Practices: A Project Lifecycle Guide

7
  • Phase 1: The Bidding Stage: Creating a Winning Quote
  • Phase 2: Project Kick-Off: Setting Up for Success
  • Phase 3: Questionnaire Design — From Idea to Final Draft
  • Phase 4: Initial Survey Programming: A Seamless Handoff
  • Phase 5: QA – Efficient and Traceable Survey Testing
  • Phase 6: Managing Client Feedback and Changes
  • Phase 7: Data Checks — Ensuring Data Quality

Survey Intelligence

4
  • Introduction to Survey Intelligence
  • Accessing Survey Intelligence
  • Running an Analysis within Survey Intelligence tool
  • Reviewing Results
View Categories
  • Home
  • Knowledge Base
  • Survey Creator
  • Classic Editor: Control Area

Classic Editor: Control Area

The Control Area (top right of the editor) provides access to a powerful set of tools for managing, reviewing, and exporting your survey. These tools allow you to control survey structure, run automated checks, manage versions, and prepare outputs for external platforms.

Below is a breakdown of the key features available in this area.

 

1. Editor Tools #

  • AI Assistant : Use the AI Assistant to generate, refine, and update survey content and logic.
  • Survey Intelligence : Run automated checks to analyze your survey for logic, quality, and best practices.
  • Preview Survey : Open a live preview of your survey to see how it will appear to respondents.
  • Deleted Elements : View all deleted elements and restore them if needed.

 

2. Exports #

Clicking the Export option allows you to download your survey in different formats.

  • Source Document: Download the original Word document used to create the survey.
  • Questionnaire (PDF): Export the current version of the survey as a readable PDF, with the option to highlight changes between versions.
  • Survey Code Output: Export the survey’s underlying code (e.g., Decipher XML) based on the selected output template.

 

3. Survey Management #

The Survey Management  menu provides tools for managing survey structure, logic, and metadata:

  • Import: Import survey code (e.g., Decipher XML) to update or create survey elements. Imported content will overwrite existing elements to keep the survey in sync.
  • Quotas: Use this tool to create, edit, export or import your quotas.
  • Language Manager: Click here to access a dedicated interface for translating your survey into multiple languages. You can add translations directly in the platform or export and import translation files.
  • Changelog: This opens a detailed history of your survey, allowing you to see and compare past changes.
  • Survey Info: Click here to see the general information for your survey (e.g., number of sections, number of questions, etc.)

 

4. Settings #

The Settings  menu opens a pop-up where you can configure how the editor is displayed.

  • Switch Display view: Switch between the Classic Editor, Decipher Editor, and Syntax Editor.
  • Template Output: Select the output template used for code generation.
  • Main View: Choose which content is displayed prominently in the Classic Editor.
    Card Layout: Define how cards are arranged on the screen.
  • Globally Expanded Views: Select which views are expanded by default.

View Order: Drag and drop to reorder views.

How to Create a New SurveyClassic Editor: Overview
Table of Contents
  • 1. Editor Tools
  • 2. Exports
  • 3. Survey Management
  • 4. Settings

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