Looking to collect feedback, gauge opinions, or run evaluations within your platform? Our survey editor gives you all the tools you need to build, customise, and distribute surveys with ease. This guide will walk you through every step from setting up your first survey to assigning it to your team and managing responses.
⚠️Important: You'll need permissions to create and manage surveys. You can request access when you raise a new support case.
Access the Surveys editor
You’ll need to log into the platform and navigate to the right area where survey creation begins.
Sign in to the platform.
Click Surveys.
Click Editor.
Create a new survey
Whether you use a template or start fresh, here’s how to get your survey up and running in just a few clicks.
Click New Survey.
Enter your choice of Title and Description.
Next, choose from the two options;
Splash Survey: Upon login, a splash survey automatically appears for all assigned users.
Normal Survey: Can be completed by any assigned user by accessing the survey section of the platform.
Next, choose from;
Create with AI: Let AI do the heavy lifting. Instead of building surveys from scratch, AI instantly generates smart, structured questions based on your input. Check out this guide on creating surveys with AI.
Create manually: You choose every question and customise it exactly how you want. This way, you get the specific answers you need and can change the survey anytime. Continue with the steps below.
Add sections
Add sections to help group related questions and make longer surveys easier to digest.
Click the Survey.
Enter a Title and Description for your section.
Choose the survey Start Date and survey End Date.
Click Save.
Add questions
Choose from different question types and tailor them to collect the information you need.
Click the Survey.
Click the Section.
Click Add Questions. Select the question type;
Text: Allows the user to freetype the answer.
Multiple choice with a single answer.
Multiple choice with multiple answers.
Drop down.
For example, click Text.
Enter a title for your question, then set the maximum number of characters users can enter in their response.
In the upper right corner, choose if your question is Mandatory.
Once finished, click Save.
Preview the survey
Before you assign your survey, preview how it looks to ensure everything is polished and clear.
Click the Survey.
Click Preview.
Allocate the survey
Assign your survey to individuals or groups quickly and efficiently using the allocation tool.
Click the Survey.
Click Allocate. You can choose to assign the survey to individual team members or entire user groups.
For individual users, click Add Team Member.
Search the name of the user and select it when it appears.
Click Confirm.
Manage survey allocation
Once assigned, you can still control visibility and make changes as needed using the management tools.
Locate the survey and click the 3 dots next to it.
Click Who Can See This.
In the manage allocation screen, you can search for any users who have the survey allocated to them.
Once you've found the user to edit, click the three dots next to their profile. You can either make the survey inactive to hide it from their view or remove it entirely.
To assign the survey to more users, follow the steps above.