# Using Metaforms: Step-by-Step

#### 1. Log In to ConfirmIt

* Open ConfirmIt in Chrome and **log in as usual**.
* Make sure you are on the **Survey Designer page**.

#### 2. Log In to Metaforms

* Open the extension by clicking the Metaforms icon.

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FwKTEnNH9haSZ7ALPQoQZ%2Fimage.png?alt=media&#x26;token=5830d248-8b44-4ef1-894e-e1b11b90c411" alt=""><figcaption></figcaption></figure>

* Log in using your **Metaforms credentials**.

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2F94Ss1T8PEHbiSaos3JN7%2FScreenshot%202025-07-25%20at%207.01.44%E2%80%AFPM.png?alt=media&#x26;token=216e3206-624b-411e-ac85-a24f91ea138a" alt=""><figcaption></figcaption></figure>

#### 3. Start a New Survey

* The Metaforms extension will detect the page.
* It will prompt you to **open a new survey** in Survey Designer.

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FzSPDs9QbtuDcNZZUw7cE%2FScreenshot%202025-07-25%20at%207.09.10%E2%80%AFPM.png?alt=media&#x26;token=48342b42-5523-4121-9bfb-5826477bfe54" alt=""><figcaption></figcaption></figure>

* ⚠️ Currently, **only new surveys** are supported.

#### 4. Upload Your Questionnaire

* Upon creating a new survey, the tool automatically reads the survey details.

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FPhIQr7X89ORCTON7LTc9%2Fimage.png?alt=media&#x26;token=5b99f222-8d73-45cf-b40d-f8c5ca899046" alt=""><figcaption></figcaption></figure>

* Inside the extension, **upload your questionnaire file** and click on **Generate session**.

<div><figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2F1VkbjkxcE0xtUOJUjb6B%2FScreenshot%202025-07-25%20at%207.23.28%E2%80%AFPM.png?alt=media&#x26;token=e97893eb-f250-4871-b1d9-7a1bc6a911eb" alt=""><figcaption></figcaption></figure> <figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FAFHUypqHmXMRNUzjj871%2FScreenshot%202025-07-25%20at%207.24.58%E2%80%AFPM.png?alt=media&#x26;token=1191e42b-4392-4e38-b0c7-7b54099e72bb" alt=""><figcaption></figcaption></figure></div>

* Metaforms will analyze your document and generate an initial skeleton containing:
  * Folder structure
  * Reusable lists (if any)
  * Standard call blocks

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2Fa4gfMJsHHUqFGM5Dd18C%2FScreenshot%202025-12-09%20at%209.16.22%E2%80%AFPM.png?alt=media&#x26;token=c50f6698-149f-49d6-aba6-9f75235eddad" alt=""><figcaption></figcaption></figure>

#### 5. Generate Questions (up to 5 at a time)

* You’ll see a prompt to **"Generate next 5 questions"**.
  * Alternatively, on clicking the dropdown, you can choose to create between 1-5 questions.

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FePjePjoJhx3W1I1LRSuM%2Fimage.png?alt=media&#x26;token=7ca164a4-2440-46d4-9ed4-ae4a61e87b15" alt=""><figcaption></figcaption></figure>

* After clicking on "Generate next 5 questions", the screen is temporarily blocked from creating new questions/nodes while Metaforms is processing.&#x20;

<div><figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2F1I5uu3hUGD6ZuhSxpOlF%2Fimage.png?alt=media&#x26;token=495f31aa-3e34-4896-8b89-380e0693092a" alt=""><figcaption></figcaption></figure> <figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FlK5dCLrWfdHHtnnUzeha%2FScreenshot%202025-12-09%20at%209.34.23%E2%80%AFPM.png?alt=media&#x26;token=2d4e26a2-3510-48d7-b378-72fa7d4c2f41" alt=""><figcaption></figcaption></figure></div>

{% hint style="success" %}
On clicking any of the generated questions or nodes, you will be navigated to that specific element on the ConfirmIT screen
{% endhint %}

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FeJdxJQ9xc3eX3jvHnNV3%2Fimage.png?alt=media&#x26;token=37e732e4-3fe1-48b4-a343-07c7fea09d1d" alt=""><figcaption></figcaption></figure>

* After each batch, a new bubble will appear prompting you to generate the next set of questions.\
  Before continuing, we recommend reviewing the questions, answer options, and any nodes or scripts that were created. You can edit, add, or delete items as needed.&#x20;

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FmB9XBtoVfJnMIGkX40sd%2Fimage.png?alt=media&#x26;token=b835b689-d7e3-4cf6-a184-2b0bf461a799" alt=""><figcaption></figcaption></figure>

* Once you're satisfied with the current batch, click **"Create next 5/4/3/2/1 questions"** to proceed.
* Continue generating till you're done!
* **Why 5 questions at a time?**
  * This allows you to **review** and fix issues early.
  * It improves accuracy for the remaining questions