Create a survey
Only members with an administrator or creator role have permission to create a survey. The creator of the survey automatically becomes the owner.
Access the Surveys list via the main navigation.
Click on the Create button.
Add a Title to the survey.
Choose the Primary language for the survey.
The primary language is the language in which you build the survey. You can then translate the survey into other languages.
Click on the Create button.
Your survey is created, now it's time to add questions!
Test the survey first
To minimize risk, we strongly recommend that you fully test the survey and resolve any potential problems before sending it to respondents. To do this, access the questionnaire, and use the Preview mode. You will then be able to test the survey without collecting any real responses.
Add a question
You can add different types of questions to a survey: welcome page, instructions, multiple choice, text answer, matrix, date and rating scale.
Access the Surveys list via the main navigation.
Navigate to the survey you want to edit.
Click on the Edit button.
From the left panel, click on the question type you want to add.
Fill in the information and options for the question. Options may vary depending on the question type (see Options by question type).
Click Create.
Options by question type
Rating scale
Option | Description | Mandatory |
Title | The title of the question. | Yes |
Description | Allows you to add explanations that will appear below the question. | No |
Scale values | Represents the minimum and maximum value of the scale (from 0-1 to 2-10) | Yes |
Minimum value label | Represents the name of the minimum value that will be presented to the user. | Yes |
Center value label | Represents the name of the center value that will be presented to the user. | No |
Maximum value label
| Represents the name of the maximum value that will be presented to the user. | Yes |
Add a "Not Applicable" choice | Allows the user to indicate that the question does not apply to their situation. | No |
This question is optional | Allows the user to not answer the question. Questions are mandatory by default. | No |
Add a comment field (optional) | Allows the user to add an additional comment to their answer. | No |
Anonymize personal identifiable information (PII) | Allows to automatically hide personal identifiable information (PII) in the text answers and comments.
| No |
Analyze sentiments found in the answers | Allows to automatically analyze sentiments found in the text answers and comments. | No |
Multiple choice
Option | Description | Mandatory |
Question | The title of the question. | Yes |
Description | Allows you to add explanations that will appear below the question. | No |
Answer choices | The answer choices that will be presented to the user when he answers. | Yes |
Add an "Other" choice with a required text field
| Allows the user to enter their own choice if it is not present in the list of answer choices. | No |
Add a "Not Applicable" choice | Allows the user to indicate that the question does not apply to their situation. | No |
Allow for multiple answers
| Allows the user to select multiple answer choices. | No |
This question is optional
| Allows the user to not answer the question. Questions are mandatory by default. | No |
Add a comment field | Allows the user to add an additional comment to their answer. | No |
Anonymize personal identifiable information (PII) | Allows to automatically hide personal identifiable information (PII) in the text answers and comments.
| No |
Analyze sentiments found in the answers | Allows to automatically analyze sentiments found in the text answers and comments. | No |
Text answer
Option | Description | Mandatory |
Question | The title of the question. | Yes |
Description | Allows you to add explanations that will appear below the question. | No |
This question is optional
| Allows the user to not answer the question. Questions are mandatory by default. | No |
Add a comment field | Allows the user to add an additional comment to their answer. | No |
Anonymize personal identifiable information (PII) | Allows to automatically hide personal identifiable information (PII) in the text answers and comments.
| No |
Analyze sentiments found in the answers | Allows to automatically analyze sentiments found in the text answers and comments. | No |
Matrix
Option | Description | Mandatory |
Title | The title of the matrix. | Yes |
Description | Allows you to add explanations that will appear below the question. | No |
Rows (questions)
| Represents the list of questions that will be presented to the user when answering. | Yes |
Columns (answers)
| Represents the list of answer choices that will be presented to the user when answering. | Yes |
This question is optional
| Allows the user to not answer the question. Questions are mandatory by default. | No |
Add a comment field | Allows the user to add an additional comment to their answer. | No |
Anonymize personal identifiable information (PII) | Allows to automatically hide personal identifiable information (PII) in the text answers and comments.
| No |
Analyze sentiments found in the answers | Allows to automatically analyze sentiments found in the text answers and comments. | No |
Drop down list
Option | Description | Mandatory |
Question | The title of the question. | Yes |
Description | Allows you to add explanations that will appear below the question. | No |
Answer choices | The answer choices that will be presented to the user when he answers. | Yes |
Add an "Other" choice with a required text field
| Allows the user to enter their own choice if it is not present in the list of answer choices. | No |
Add a "Not Applicable" choice | Allows the user to indicate that the question does not apply to their situation. | No |
This question is optional
| Allows the user to not answer the question. Questions are mandatory by default. | No |
Add a comment field | Allows the user to add an additional comment to their answer. | No |
Anonymize personal identifiable information (PII) | Allows to automatically hide personal identifiable information (PII) in the text answers and comments.
| No |
Analyze sentiments found in the answers | Allows to automatically analyze sentiments found in the text answers and comments. | No |
Faces
Option | Description | Mandatory |
Question | The title of the question. | Yes |
Description | Allows you to add explanations that will appear below the question. | No |
Label | Represents the name of the face that will be presented to the user. | Yes |
Add a "Not Applicable" choice | Allows the user to indicate that the question does not apply to their situation. | No |
Allow for multiple answers
| Allows the user to select multiple answer choices. | No |
This question is optional
| Allows the user to not answer the question. Questions are mandatory by default. | No |
Add a comment field | Allows the user to add an additional comment to their answer. | No |
Anonymize personal identifiable information (PII) | Allows to automatically hide personal identifiable information (PII) in the text answers and comments.
| No |
Analyze sentiments found in the answers | Allows to automatically analyze sentiments found in the text answers and comments. | No |
Date
Option | Description | Mandatory |
Question | The title of the question. | Yes |
Description | Allows you to add explanations that will appear below the question. | No |
This question is optional | Allows the user to not answer the question. Questions are mandatory by default. | No |
Add a comment field (optional) | Allows the user to add an additional comment to their answer. | No |
Anonymize personal identifiable information (PII) | Allows to automatically hide personal identifiable information (PII) in the text answers and comments.
| No |
Analyze sentiments found in the answers | Allows to automatically analyze sentiments found in the text answers and comments. | No |
Instructions
Option | Description | Mandatory |
Title | The title of the instruction page. | Yes |
Instructions | Add a text that will be presented to the user. | Yes |
Score and dimensions
Refer to the article Score and dimensions on questions.
Skip logic
Refer to the article Skip logic on questions.
Edit the title of the survey
Access the list of Surveys via the main navigation.
Navigate to the survey you want to edit.
Click on the Edit button.
Click on the pencil icon to the right of the survey title.
Edit the title.
Click on the Save button.
Edit a question
Warning: If your survey has already collected responses, it is possible that editing the survey will affect the data. Please refer to the article Edit a survey that has collected responses.
Access the list of Surveys via the main navigation.
Navigate to the survey you want to edit.
Click on the Edit button.
Click on the question you want to edit.
Duplicate a question
1. Access the list of Surveys via the main navigation.
2. Navigate to the survey you want to edit.
3. Click on the Edit button.
4. Hover over the question to duplicate.
5. Click on the duplicate icon.
Note that duplicating a question will also duplicate all associated skip logics and translations if any. In the case of a survey that has already collected responses, duplicating does not duplicate the responses.
Order a question
Warning: If your survey has already collected responses, it is possible that editing the survey will affect the data. Please refer to the article Edit a survey that has collected responses.
Access the list of Surveys via the main navigation.
Navigate to the survey you want to edit.
Click on the Edit button.
Hover over the question to be reordered.
Use the 6-dots icon to the left of the question to drag and drop the question into the order of your choice.
Edit the title of a question
Warning: If your survey has already collected responses, it is possible that editing the survey will affect the data. Please refer to the article Edit a survey that has collected responses.
Click on the question you want to change.
Edit the text of the question title.
Edit an answer choice
Warning: If your survey has already collected responses, it is possible that editing the survey will affect the data. Please refer to the article Edit a survey that has collected responses.
Click on the question you want to change.
Edit the text of the answer choice.
Hide an answer choice
Allows you to hide the choice from respondents, but still retain your data. This option is only available to choice questions that have already collected responses. You can go back and make the choice visible to respondents again at any time. Hidden choices appear in reports and graphs. If the choice is present in conditional branches, these will be retained, but ignored.
Warning: If your survey has already collected responses, it is possible that editing the survey will affect the data. Please refer to the article Edit a survey that has collected responses.
Click on the question you want to change.
Click on the eye icon of the choice to be hidden.
Delete an answer choice
Warning: If your survey has already collected responses, it is possible that editing the survey will affect the data. Please refer to the article Edit a survey that has collected responses.
Click on the question you want to change.
Click on the trash icon of the choice to delete
Delete a question
Warning: If your survey has already collected responses, it is possible that editing the survey will affect the data. Please refer to the article Edit a survey that has collected responses.
Access the list of Surveys via the main navigation.
Navigate to the survey you want to edit.
Click on the Edit button.
Hover over the question you want to delete.
Click on the trash can icon.
Confirm the deletion.
Delete a survey
Warning: If your survey has already collected responses, it is possible that editing the survey will affect the data. Please refer to the article Edit a survey that has collected responses.
Access the list of Surveys via the main navigation.
Navigate to the survey you want to edit.
Click on the 3-dots menu.
Click on Delete.
Confirm the deletion.