Set Up a Tablet Survey
Build a multi-question on-site survey that runs on a tablet — branching, images, free text, all included.
- You need admin access to do this. About roles
- Set up an ExpressTab must be set up first.
An ExpressTab is the right pick when a single smiley press is not enough. It runs a full multi-question survey on a tablet — branching logic, images, free text, the works. Here is how to build one from scratch.
Create the Stream
- Go to Streams in the sidebar and click +. A type selection panel appears.
- Select ExpressTab. The wizard opens with two tabs: Blocks (active by default) and Settings.
Build Your Survey
This is where you shape what respondents actually see. Each question or screen is a Block, and you can add up to 100 of them.
Add languages
The Blocks tab starts with a language selector at the top. If your survey needs translations, click Edit next to Available languages before adding blocks.
Select your languages in the modal. Once added, every question field will show one input per language, so you can enter translations inline as you build.
Add and arrange blocks
Click Add new block to create your first block. Each block starts with a type picker — six buttons across the top. Drag and drop blocks to reorder them at any time.
Configure a block
- Type your question in the Question field (required, max 100 characters). For Breaks, this is labeled Title.
- Expand Show more fields to optionally add a Description Text (subheading, max 1000 characters), a Description image or icon, or a Friendly Name (internal label for reports — available on all types except Break).
- Configure the type-specific settings (see below).
- Tick This question is required if the respondent must answer before continuing. (Not available on Break blocks.)
Choose 5 smileys or 2 smileys — this choice is locked after you save. Then pick an Index: Insights Index (default), NPS, CSAT, CES, NAS, PAS, or VPS. Two-smiley mode excludes NPS and CES. The default works for most cases; pick a specific one if your organization tracks an industry standard. See What Do the Scores Mean?.
Enter a Min value label (e.g. "Not at all likely") and a Max value label (e.g. "Extremely likely"). Both are required, max 100 characters. The index is automatically set to NPS.
Add your answer options (up to 100). Toggle Randomize order of options to prevent position bias. Set Maximum responses per respondent — 1 means single-select, higher allows multi-select. For Picture Choice, each option also requires an image upload.
| Type | What it does | Use it when... |
|---|---|---|
| Smiley | 5- or 2-point smiley face scale. Produces a satisfaction index score. | You want a quick "how was your experience?" gauge. |
| NPS® | The standard 0–10 "how likely are you to recommend us?" scale. | You need the industry-standard loyalty metric. |
| Multiple Choice | A list of text options (up to 100). | Demographic questions, categories, or any closed-ended question. |
| Picture Choice | Like Multiple Choice, but each option carries an image. | Visual options help — e.g. "which product did you buy?" |
| Free Text | An open text field for written comments. | You want verbatim feedback in the respondent's own words. |
| Break | An informational screen — not a question. Shows Title instead of Question and collects no response. | Welcome messages, section dividers, or instructions. |
Let Location users compare their scores against peers — either within the same folder or across all locations on this Stream. Available on Smiley, NPS, and Multiple Choice blocks. See Share Results Between Locations for the full guide.
Show or hide blocks based on earlier answers — for example, show a follow-up question only if the respondent chose "Unhappy." Available from the second block onward. See Add Branching Logic for the full guide.
The exit block
Every ExpressTab includes an Exit block at the bottom. It comes pre-populated with "Thank you!" as the title. Expand Show more fields to add a Message, an image, and a Restart button label (tablet only, max 50 characters).
The restart button appears on the thank-you screen so the next person can tap to start fresh — no need to wait for the inactivity timer.
Configure Settings
Click the Settings tab to define when and where your survey runs.
- Enter a Stream name (required) — make it descriptive, like "Customer Feedback Q1".
- Set the Schedule: start date, start time, end date, and end time (all required).
- Under Select Touchpoints, tick at least one Touchpoint from the checkbox tree. Some may be grayed out due to feature restrictions.
- (Tablet only) Set Refresh after inactivity — how many seconds before the survey resets if someone walks away (default: 20s). Set Refresh after submission — how long the thank-you screen stays visible (default: 5s).
- Leave Show in Details on (default) if you want this Stream visible in the Dashboard's Details view.
- Pick a Sentiment index — choose which Smiley or NPS block represents the overall experience for this stream.
- Toggle Show in Overview to display this stream's score on the Overview. When enabled, choose a Period and optionally turn on comparison with a previous period.
- Click Save. Your stream is live — tablets start showing the survey on schedule.
The question you select here becomes the single number that represents this stream on the Overview and in reports. Pick the question that best captures overall satisfaction.
Turn feedback into a competition between Locations — rank them by satisfaction score, improvement, or both on a leaderboard. Requires at least one Smiley or NPS block. See Set Up Gamification for the full guide.
Good to Know
Once you save a block with 5 smileys or 2 smileys, you cannot change it. Need the other variant? Delete the block and create a new one.
A single ExpressTab stream supports up to 100 blocks. If you are hitting that ceiling, consider splitting your survey into multiple streams.
Free Text needs only a question title. Break needs only a title. No indices, no answer options — they are the low-maintenance members of the block family.
What's Next
Your stream is live. Head to the Dashboard to see incoming responses.
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