How to Create a Survey

Create online surveys quickly and easily, whether you're conducting market research, monitoring employee engagement or gauging customer satisfaction.

Steps to Creating a Survey

  1. Create and Name your Survey
  2. Add Questions
  3. Add Pages
  4. Apply Logic (Optional)
  5. Customizing your Survey Design
  6. Preview and Test
  7. Share your Survey

Create a Survey

You will be able to create a survey from the Project Dashboard, once you’ve signed in.

  1. Go to your Dashboard
  2. Click ‘+ New Project’
  3. Click the Survey button
  4. Name your Survey

You'll then be taken to survey builder, with a default survey template. From here you can add questions, customize settings, tailor your survey design, and add branding.

Adding Questions and Answers

Once you’ve created your survey, you’ll need to start writing questions. You'll find the available question types by clicking 'Add Items' in the left sidebar.

Survey Questions

Question Types

  • Multiple Choice Questions
  • Matrix Questions
  • Star Rating
  • Order Rankings
  • Scales and Sliders
  • Text Boxes (Open-Ended Questions)
  • Net Promoter Score
  • Multi-Factor Questions
  • Dates/ Date Ranges
  • Picture Choice Questions

Contact Details

You'll have access to a set of fields with custom settings to collect respondent information. Such as:

  • Email
  • Website
  • Address Lookup (using Zipcode or Postcode - US/ UK only)
  • Contact Form (Name, Email, Address)

More on Contact Details.

Content and Media

Add content other than questions into your survey to provide additional information for respondents.

  • Headings
  • Text
  • Images
  • Videos (linked from YouTube or Vimeo)

List of Presentational Items.

You can click any of the links above to find more information on each building element.

  1. Drag and Drop a Question Type from the sidebar OR Click ‘Add Items’, select a type, and press ‘Add to Page’
  2. Fill the question text field
  3. Insert the answer options
  4. Adjust question settings in the Cog Menu

Pages

If your survey is becoming too long to fit on a single page, you can insert additional pages to break up your project.

This will not only make it easier for you to visualize and edit your project, but also give respondents a sense of progress and achievement in completing your survey.

Pages can also be used for specific purposes; such as in creating disqualification pages or consent forms.

To create a new page:

  1. Click ‘Manage Pages’ in the sidebar
  2. Choose to insert a ‘Question Page’ or ‘Exit/ Thank You Page’

Survey Pages

Question Pages: Where all your questions and form elements are placed.

Thank You Pages: These are the final pages respondents will see before they leave your project. They can be used to thank participants, or even to direct them to a site upon completion.

Applying Logic

Use Logic to create custom paths for respondents moving through your survey.

There are two types of Logic you can use, Page Logic and Default Logic.

Page Logic

Page Logic: This allows you to customize the path respondents take through your survey based on answer choices respondents make. Some examples of using Page Logic include:

Consent Pages

Apply page logic to disqualify respondents who don't give consent for their feedback to be used in your research.

Disqualifying respondents

If you're collecting data from a target audience, you may want to disqualify respondents who do not match your criteria. 

Optimizing data collection

Some questions may not apply to all respondents. Logic allows you to filter respondents to different pages relevant to only them. This will save respondents time, reducing survey fatigue and increasing completion rates. It will also mean you don't populate your survey results with irrelevant data.

Default Logic

Default Logic: This logic determines where respondents are sent to once they click 'Next Page'. By default, respondents will be sent to the next page chronologically this Logic allows you to change that.

Page logic will override Default Logic.

Customizing Survey Design

Before you distribute your survey, you may want to customize the visual design of your project. We have a selection of Themes for you to choose from:

Customize Survey Themes

Theme Colors

Change the colors for:

  • Text
  • Survey background
  • Question highlight bar

Survey Theme Colors

Fonts

Choose from a set list of fonts for your survey.

Font Picker

Add a Logo

You can also Insert a Logo.

Add a Logo

Previewing/ Testing

Clicking the 'Preview/ Test' will you to test and review your survey without the response being saved in your results.

How to Preview/ Test Projects.

Share your Survey

There are multiple distribution methods available:

  1. Share a link to your survey
  2. Target a Survey Audience (Purchasing Survey Responses)
  3. QR Code
  4. Create a Button for your Website (Pop-ups & Slideouts)
  5. Embed your Project on your Website inline with your content
  6. Email Surveys (to your Contact List)
  7. JavaScript API

More Guides and Tips

Below you’ll find a list of other useful articles to help you get started:

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