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Creating a survey

Surveys Surveys Help

Start a survey from scratch, from a ready-made template, or by copying one you already have, then add your questions.

All your surveys are listed under Surveys in your admin area, with their status and how many responses each has received.

Three ways to start

  • Create Survey — a blank survey.
  • New from template — a ready-made survey you can adjust:
    • NPS scorecard — “How likely are you to recommend us?” (0–10) plus an optional comment.
    • Customer satisfaction — a satisfaction rating with a short follow-up comment.
    • Event feedback — an overall rating, what went well, and what to improve.
  • Duplicate — copies one of your surveys and its questions as a new draft. Responses are never copied.

Adding questions

Open the survey and go to the Questions tab.

  1. Click Add question, type the question, and choose its type.
  2. Tick Required if it must be answered.
  3. For choice questions, click + Add option for each answer.
  4. Use the arrows to move a question up or down, and the bin to remove it.
Question typeUse it for
Single choicePick one answer from a list
Multiple choiceTick every answer that applies
DropdownPick one answer from a compact list
Yes / NoA simple yes or no
RatingA score on a scale you choose (from 2 up to 10)
NPS“How likely are you to recommend…” on a 0–10 scale; feeds your Net Promoter Score
Short text / Long textFree-text answers
DateA date
RankingPut the options in order of preference

One question at a time

To show respondents one question at a time instead of the whole survey at once, set Layout to One question per screen on the Settings tab.

Saving

Click Save. A new survey starts as a Draft, so nobody can fill it in until you open it — see Survey settings: opening, closing and limits.

Changing questions after responses arrive

Once a survey has received responses, it’s best not to change its questions. If you need different questions, Duplicate the survey and edit the copy instead.

Still need help?

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