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Step-by-step

Surveys are set up in an editor. Here's a short step-by-step guide that walks you through the process.

  1. From the left side menu click 'Surveys' > 'Create'

  2. Click the '+ Create new survey' button and choose your starting point. In this example: 'Start from scratch'. The following applies to all starting points.

  3. You are now in step one of the survey setup, and your survey is currently empty

  4. Click the '+ Add questions' button to open the editor

  5. A chapter is automatically created and ready to be populated with questions

    • The '+ Add questions' button opens up a dialog, allowing you to browse all available questions in your library. Simply make your selection and click 'Add'. 

    • To add an index or a question module, select that button at the top of the page and make your selection - a new chapter to hold your selected indexes and modules is automatically created.

  6. Once you've added your content you can start customising, if needed

    • Rearrange the order of chapters and questions by dragging and dropping

    • Edit questions - Phrasing, help texts & translations

  7. Make sure to 'Save' and click 'Close' to exit the editor in the bottom right corner.

  8. Click “Next” at the bottom right to proceed to the next step, where you’ll add respondents, set up email communication, and define the schedule—before finally testing and sending or scheduling your survey.