Go back to page
Project Basics
  • Getting Started!
    • Building CX Surveys
    • CX Metrics
      • CX Dashboard
        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
                    • Quiz participation
                      • Get Results
                      • Introduction to Poll
                        • Build your Poll
                          • Launch your Poll
                            • Analyze your Poll
                              • Build Project
                                • Project Style
                                  • Launch Project
                                    • Analyze Project
                                      • Account Settings
                                        • Good to Know

                                          Customize Project Style in Visual Settings

                                          While content is very important, options in the Visual Settings section provide many ways to make your project look great, too. Sogolytics allows you full control over colors, fonts, background, and display width.

                                          Choose from a variety of beautiful themes or customize to match your brand, including:

                                          To apply a style to your project:

                                          1. Create or open a project.
                                          2. From the Design menu bar, click on Visual Settings.
                                          3. On the right side of your screen, you will see an example project that will update to reflect any choices you make. Icons on the far right allow you to preview the look from desktop, tablet, and mobile views.

                                          4. From the menu on the left, click on the Themes dropdown, then make a selection from the available styles.

                                          5. Click Edit to drill down your customizations using Advanced Customization options. You can customize the following:

                                          6. Click to edit any of these options. You can customize the following:

                                            • Background: Add an image or choose a color. Adjust the brightness to improve the visibility of your questions. Under Images, select from system-provided images or upload your own, display by tiles or full size, show a gradient, and control brightness.
                                            • Primary and Secondary Color: Enter the hexadecimal code or choose from the whole spectrum of colors.
                                          7. You may also expand your options by selecting Advanced Colors at the bottom of the panel. You’ll be able to change specifics in the following:

                                            • Survey Border
                                            • Page
                                            • Questions
                                            • Answers and Controls
                                          8. Return to the menu and click on Text to customize fonts. You may customize the overall font, size, and features, or click Customize Text to expand your options.

                                          9. Choose Display Settings to change the Display Mode, Display Width, or Button Options for your project.
                                            1. Display Mode
                                              • Classic: This default option displays all questions and allows “normal” manual navigation
                                              • Focus: This option directs the participant’s view to one question at a time, fading out the rest, and automatically progressing to the next question to encourage faster, focused completion.
                                              1. Review and set spacing between questions.
                                                • Comfortable displays questions with slightly more space between.
                                                • Compact displays questions with less space between.
                                              2. Choose whether to advance questions automatically or manually. No matter your choice, participants will still be able to navigate normally, by mouse, scroll bar, etc.
                                                • Auto-advance shifts focus immediately to the next question when a single-select question is answered. After answering open-ended or more complex question types, participants click an arrow to shift to the next question.
                                                • When automatic advancement is disabled, participants click the arrow below to shift to the next question.
                                            2. Display Width
                                            3. You can also set the Display Width for your survey using the following options.

                                              • Full Screen: Display project at 100% of screen width
                                              • Medium: Display project at 80% of screen width
                                              • Narrow: Display project at 60% of screen width
                                            4. Button Options
                                            5. Enhance the visual appeal of your survey by customizing the ‘Back’ and ‘Next’ buttons. This feature empowers you to change both the shape and text of your survey buttons.

                                              • Shape: This feature allows you to change the shape of the survey buttons, offering options like a sleek curve, soft rounded edges, or a clean square design.
                                              • Customize the first ‘Next’ button text: This option allows you to change the text of the ‘Next’ button on the first page of your project. This is especially useful if your first page includes informative text like an introduction letter, instructions, or informed consent type communication and a button with ‘Continue’ or ‘I Agree’ makes more sense than ‘Next’.
                                              • Make the first ‘Next’ centered: Ensure a polished appearance by centering the position of the first “Next” button in your survey, creating a more balanced and user-friendly layout.
                                          10. Once all changes have been made, click Apply at the bottom of the screen to save your choices. To see updates on your own project, click the Preview icon in the top right corner.
                                          11. By default, Visual Settings for web and mobile are linked. All changes will be reflected on both web and mobile participation. To unlink, you can turn off the toggle “Auto Theme All Devices”. Once unlinked, you’ll need to update Visual Settings separately for each mode (Web and Mobile).
                                          12. To reset any or all of your choices, click the Reset icon at the bottom of the screen. You’ll see the following options:
                                            • Reset All: This will reset the style to the system default settings.
                                            • Reset Text: This will reset text settings to the style default.
                                            • Reset Color: This will reset color settings to the style default.
                                          13. Save your style to reuse later by clicking ‘Save this custom style’ and entering a name. You can access the saved style under Themes.

                                          Build your custom style by tweaking Sogolytics’s template styles and saving for future use.