How to Create a Survey

Step 1: Go to Surveys > Create Survey

• Provide the survey name and opening text for your survey. Both of these are displayed at the top of the survey response form.
• Select whether you would like to receive an email notice when someone responds to your survey. Only one email will be sent per day regardless of the number of responses.
• Select whether you want the survey responses to be anonymous. If you select "no" for anonymous responses, the survey response form will include fields for first/last name, email and company. Check the box next to the fields you want to require.

Step 2: Create your Survey Questions

• Select the number of questions (you can adjust this as needed)
• Enter your question text and choose the answer format
1. multiple choice - 1 answer (radio buttons)
2. multiple choice - multiple answers (checkboxes)
3. rating scale - 5 radio buttons, left to right, with low and high text labels
4. text box – 1 line, 100 character limit
5. comments box – 250 character limit
6. date – date picker
• For answer format 1, 2, 3 or 4 above, you can check a box that will include a "comments box" below your question so respondents can also type a response
• If you want the question to be required, check the box for "required"

Step 3: Create your Survey Confirmation Message

Step 4: Save and Preview

thumb_up Important Note

You are able to edit your survey at any time but if you already have responses, it could adversely affect the accuracy of your data if you change the question text or response format.

thumb_up Tips

• Always preview your survey before distributing it
• Test your survey by taking it yourself and then removing your response (see the manage responses tutorial)