How to Create a Survey

Our easy-to-use builder allows you to create four types of project; Surveys, Quizzes, Forms, and Polls. Each of these will have access to a range of building elements and question types, but require slightly different processes to achieve.

Steps to Building a Survey

  1. Creating the Survey
  2. Adding Questions and Pages
  3. Applying Logic
  4. Customizing the Survey design
  5. Preview
  6. Print
  7. Send

Create a Survey

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

  1. Go to Project Dashboard
  2. Click ‘+ New Project’/ ‘+ New Survey’ in the top right
  3. Select a Project Type to create: Survey/ Form, Quiz, or Poll
  4. Choose a method of distribution for your project: Email, Embed on Website, or Other

    Note
    : (You will be able to change this later)
  5. Name your Survey

From here you’ll be directed to the Project Builder, where you’ll be able to insert questions types, customize the settings, and tailor the design of your project.

Before you get going with building, you may want to:

These can all be achieved through the Builder Menu in the left sidebar.

Adding Questions

Once you’ve created your survey, you’ll need to start inserting content. These will consist of:

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

  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’

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

Thank You Pages: These are the final page 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 direct respondents to different sections of your project according to the answer choices they have selected.

There are two main types of Logic that can be applied:

Question Logic: Allows you to customize the path respondents take through your survey; based on answer choices respondents make, whether you send them to another set of questions, a consent page, or to an exit page.

Page Logic: This is used in a similar manner to question logic, but is focused on redirecting respondents to specific pages.

Note: You will find that these types of logic work best when used in partnership.

Customizing the 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, or you can insert individual Presentational Items.

You can also Insert a Logo.

Previewing

You will also want to preview your project before it’s launched. This feature formats your survey as a respondent would see it; allowing you to check the structure, functionality, and spelling/ grammar.

Send

There are five methods of distribution available to you through our service:

  1. Generate a Link to your Project
  2. Create a Button for your Website
  3. Embed your Project on your Website
  4. Distribute via Email (using your Address Book)
  5. JavaScript API/ Querystring

More Guides and Tips

Below you’ll find a list of other useful articles concerning the project building process: