Survey Templates
Survey Templates
Section titled “Survey Templates”What Templates Store
Section titled “What Templates Store”A survey template can include:
| Setting | Description |
|---|---|
| Name | Descriptive name for the template |
| Description | Notes about when/how to use this template |
| Questions | Question IDs and text (for multi-question surveys) |
| Default Codes | Link to a predefined codes set |
| Analysis Settings | Default values for all analysis options |
| Output Column Pattern | Naming convention for result columns |
Template Settings Reference
Section titled “Template Settings Reference”Analysis Type
Section titled “Analysis Type”| Option | Description |
|---|---|
survey_open_ended_analysis | General open-ended response coding |
survey_brand_analysis | Brand name identification and coding |
Freeze Codes
Section titled “Freeze Codes”| Setting | Behavior |
|---|---|
| Off (default) | AI uses predefined codes as a starting point but can create new ones |
| On | AI only uses predefined codes; all other responses go to “Other” |
Use “Freeze Codes: On” when:
- You have a complete, validated codebook
- Strict consistency is required across studies
- You’re replicating a specific analysis framework
Other Threshold
Section titled “Other Threshold”Controls when small categories are merged into “Other.”
| Value | Effect |
|---|---|
| 0.01 | Categories with <1% responses → Other |
| 0.04 (default) | Categories with <4% responses → Other |
| 0.10 | Categories with <10% responses → Other |
Small Categories Threshold
Section titled “Small Categories Threshold”Minimum number of responses required to keep a category.
| Value | Effect |
|---|---|
| 1 (default) | No minimum — all categories kept (subject to other threshold) |
| 5 | Categories with fewer than 5 responses → Other |
| 10 | Categories with fewer than 10 responses → Other |
Categories Count
Section titled “Categories Count”Maximal number of categories per answer.
| Value | Effect |
|---|---|
| Blank (default) | AI determines optimal count based on response (typically 1 - 3) |
| Specific number | AI does not add more categories than this number |
Answer Column Name
Section titled “Answer Column Name”Default column to look for responses in uploaded files.
| Value | Effect |
|---|---|
__USE_SHEET_NAME__ (default) | Uses the Excel sheet name to identify the question |
| Specific column name | Always looks for this column (e.g., “Response”, “Answer”) |
User ID Column Name
Section titled “User ID Column Name”Default column for respondent identifiers.
Output Column Pattern
Section titled “Output Column Pattern”Controls how result columns are named in the output file.
Available placeholders:
{QUESTION_ID}— The question identifier (from sheet name or question mapping){CODE_NUMBER}— The category code number
Examples:
| Pattern | Example Output |
|---|---|
Code{CODE_NUMBER} (default) | Code1, Code2, Code3… |
{QUESTION_ID}_Code{CODE_NUMBER} | Q1_Code1, Q1_Code2… |
{QUESTION_ID}_{CODE_NUMBER} | Q1_1, Q1_2, Q1_3… |