Creating A Survey
To create a survey, select “Surveys” from the menu on the left.
- Click on “+ New Survey” in the top right corner, enter in a survey “Name”, then click “Save”. NOTE: Choose a survey in the 'Copy questions from existing survey' field to duplicate an existing survey.
- Click on the survey you just created to be taken to build out content.
When building out a survey, use the navigation menu on the right to select different question types.
- To add questions to your survey, click on the question type. Click HERE to view the training video.
When you click on a question, a window will appear. From here, you can use the rich text editor to enter your question, where it says, “Type something here..”. You can adjust other factors depending on the type of field you are editing, such as text box size, character range, scale, labels, etc.
- Enter a column header for the question in the "Result Column Title" field (e.g., “Speaker Rating”). NOTE: If you leave the “Result Column Title” field blank for an individual question type it will result in generic column titles on the results page.
- You also have the option to make the question mandatory.
Modifying A Survey
A survey can be modified once it’s created.
- Click on the two parallel lines ( = ) to change the order of question types, drag and drop a question.
- Click on the “pencil” icon to edit an individual question.
- Click on the “trashcan” icon to delete a question.
Exporting Survey Results
You can export the survey results into an excel file.
- Click on “Results” on the left, then click on the blue export icon in the top right.