Formatting text: the editor toolbar

Formatting text: the editor toolbar

Click into any text in the survey editor — a question, help text, the welcome or end message — and a small floating toolbar appears above it. This is where all text formatting lives.

The toolbar buttons

  • Alignment — left, center, or right.
  • B — bold the selected text.
  • I — italic.
  • 🔗 Link — turn the selected text into a hyperlink.
  • ⋮ More — everything else, described below.

The ⋮ menu

The ⋮ button opens a menu with two sections:

Font size — Small, Medium, or Large for the selected text.

Actions:

  • Edit as HTML — opens the raw HTML of the text, for formatting the buttons don't cover (tables, images by URL, custom markup). Only use it if you are comfortable with HTML — broken markup shows up exactly as written.
  • Placeholder fields — inserts a placeholder that is filled in automatically for each participant:
    • Participant email address, Participant first name, Participant last name — from your participant list, so "Hello Participant first name" greets each invitee by name. These require a survey with a participant list (and are empty in open-access surveys).
    • Question ID, Question group ID, Survey ID — technical identifiers, mostly useful for support and debugging.
    • Survey expiration date — handy for "you can respond until …" phrasing.

What the toolbar does not do

Answers to previous questions are not in the Placeholder fields menu. To show an earlier answer in later text, type its question code in curly brackets yourself — {name} — as described in Use answers from previous questions (piping).

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