Creating a New Survey

Creating a New Survey

To start creating a new survey you will need to click on the Surveys button on the left navigation under ENGAGEMENT.



In the main survey menu, you will click on the “Create New Survey” button as shown in the diagram below to start a custom survey. 



Here you will see the initial Survey Settings. This menu allows you to set up the Survey Name (required to continue), an Introduction if you’d like a custom message, and one of two options when completing the survey. The default option is a Thank You Message that you can customize, the second option is a redirect url you can set to send the user upon completion.





Once you have set your desired options in the settings click on the save button at the bottom. This will then take you to menu for setting up your survey questions and changing the header.

To change the header you will need to click on the circular edit button on the top left of the header that is currently displayed. This will open the menu to your computers folders. You will need to navigate to where you have the image you’d like to use saved on your computer.



Once you have your header setup you can move on to adding the questions. The system currently has seven types of questions you can choose from. These include: Text, Checkbox, Multiple Choice, Dropdown, Matrix Question, Star Rating, and Contact Information.



Text questions allow you ask questions that you would like the guest to type out a response to such as in the example below.


Checkboxes all you to set up a list of items that you would like the guest to be able to select multiple items if needed as shown in the example below.



Multiple Choice allows you set up a list where you would like your guest to select one option from a list as shown below.



Dropdowns give you a drop menu to select from, these are good for options like different locations.


Matrix Questions are often used to questions like gauging satisfaction for multiple items. Here you will need to setup the rows which will be your items being judged on the left side of the matrix.



The Columns will be the items displayed across the top for the different options available.



Star Rating allows you to setup a rating question from 1 to 5. You're not limited to stars though you can also smiley faces, hearts, or thumbs up.



Finally we have Contact Information which allows you to ask for the guests basic information including: Name, Email, and Phone number. On the right side you can uncheck any of these options if you would not like to collect them. 



If you need any inspiration for question we have question templates available for you to select from.




When you open this menu it will take you to your templates. Questions are added to your templates when you click the "ADD TO MY TEMPLATES" button on the top right of any questions your are editing. For our premade questions click on the Spillover Templates button. You can add any of these to your survey from here.


At the bottom of this menu you will find two buttons, the "New Page" button and the "Finish Design" button. New page allows you separate out your survey to have your questions spread out to multiple pages instead of putting all your questions on one. Finish Design save your survey and bring you back to the main Surveys menu.



Your newly created survey will now be in the INCOMPLETE SURVEYS section. There are multiple options available for your survey here. You can copy the survey, edit the survey further, delete the survey, and finally publish it. 



In order to share your survey you will need to Publish it, once you press the Publish button you will get a notification that publishing will remove your ability to edit the survey but you will get the link to share it.



One thing we recommend before publishing is previewing the Survey, you can do this by clicking on the edit button of the survey you would like to preview. Then select the preview option from the navigation at the top of your survey editor.









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