Create a survey
- To access surveys, navigate to the Surveys section in the menu located under the Surveys icon. To create a new survey, simply click on the New survey button at the top right corner next to the search box.
- Enter a title for the survey and click the Add button to get started.
- Begin creating questions by clicking on the Create a question button and adding the first question to the survey. You have the option to choose from different types of questions.
- You can mark a question as required or leave it optional.
- You can easily adjust the order of the questions by dragging and dropping them to a new location. Simply hover over the dots icon next to the question, grab the question, and move it to your desired position.
- You can further edit or delete questions by clicking on the edit/delete icon before publishing the survey.
- Every survey comes with a welcome page and a thank you page. You have the flexibility to customize the text on these pages to suit your needs.
- Before finalizing your survey, you have the option to preview it. Simply click on the Preview button located in the top right corner to view how your survey will appear to respondents.
Survey publication
- To make your survey available, simply click on the blue Publish button. This will prompt a confirmation window where you can either copy the direct survey link or download the QR code for easy sharing.
- Click on the OK button to complete the publication. (Once the survey is published, its status changes from Draft to Open.)
- Share your survey with respondents by accessing the direct link and QR codes conveniently located under the Share button in the top right corner. This allows you to easily distribute the survey and gather valuable feedback from participants.
Once the survey is published and receives the first response, editing questions will no longer be possible.
Closing the survey
To stop the survey, simply click on the three dots icon in the survey overview or within the survey details, then choose the option to Close. (The status of the survey will change from Open to Closed.) This action will deactivate the survey, preventing any further submissions from being made.
Survey results
- To view the responses received and their graphical summary, simply click on the Results button within the survey details.
- The first tab displays a visual summary of the statistical results gathered from the responses received.
- Within the second tab, you have the ability to view each individual response separately. Tip: You can hide or delete individual responses if necessary.
- You have the ability to download all data in either csv or xlsx format. Simply locate this option in the top right menu under the three dots icon.
Additional work with surveys
- To make a copy of a survey, simply click on the Duplicate option found under the three dots icon in the survey overview or within the survey details.
- If you wish to remove a survey entirely, you can do so by clicking on the Delete option located under the three dots icon in the survey overview or within the survey details.
- If you wish to change the language of the survey, select the Change language option found in the menu under the three dots in the upper right corner.
