Create a New Survey

To get started, go to the Content section, and click Surveys. 

Click "New Survey"

Choose a title for your survey and click Continue.

To learn how to add new questions to your survey, check out the Adding Questions to a Survey page.

Once you have your survey questions written and organized how you want them, click the Options tab to activate and edit your Survey permissions and settings.

Toggle Active to Yes, OR – just like in the Landing Pages section, you can select a date range for your survey to be live.

Select the Users you’d like to be able to access your survey.

Be sure to include copy to show when your survey is no longer available.

You can enter a maximum number of survey respondents and set permissions for if a single computer can answer the survey more than once. You may want to allow multiple responses per computer if you’re offering this survey at a trade show booth, for example.

You can show a Progress Bar of how far along respondents are either at the top or bottom of your survey.

Choose what respondents will see when they complete the survey. You can either allow all respondents to go view the same Thank You copy, redirect all to a different URL or landing page, or you create alternative endings to be used with Skip Logic which will allow your respondents to end on different pages based on thier answers.

To have one ending, edit the Default Survey ending with the copy you want or chose an alternate URL to redirect to. To use alternate endings, click the New Ending button and create the separate endings. Once those endings are created and saved you will be able to choose them in questions of your survey where skip logic is applied.

If you choose to redirect to a landing page within your account in the Platform, a drop down will automatically offer you any of your active landing pages.

You can customize the look and feel of your survey by choosing one of the 6 default themes, or if you have an HTML programmer on hand, you can customize the CSS stylesheet of your survey.

Responses will automatically be saved with your Survey in the Platform. You can opt to POST responses to another database as well. You can also add or remove survey respondents from Groups within your Platform account. This is useful for example if you want to add respondents to a group with an automated Thank You message, or remove respondents from your reminders list when you nudge people to take the survey.

When you’re set, click Save to save and activate your survey.

You can preview your survey at any time, by clicking the magnifying glass icon near the top.

Once your survey is ready to go, you can easily email your contacts to invite them to take the survey, or customize it by embedding it in a branded landing page.