Create a survey
Last updated
Was this helpful?
Last updated
Was this helpful?
Step 1: Go to the Survey tab (2nd icon in the left panel).
Step 2: Click on Create Survey from the top-right most corner of the screen.
Step 3: Find the relevant template that you want to roll out or create your own survey by selecting Create Custom Survey option.
Step 4: Select the Create Survey option in the pop-up if the organization hierarchy is correct. If the errors in the hierarchy persist, they must be fixed before you continue the custom survey creation journey. After you fix the hierarchy, you will have to restart the process from Step 1.
Step 5: Select the audience for whom you want to create the survey.
Step 6: Once you have selected the desired audience, press the Continue button to add questions.
Step 7: You can now add custom survey questions by clicking on the + Add a custom question option. In case you chose a template custom survey, you can review the pre-existing questions before adding more to the survey.
Step 8: Add a custom question pop-up that will guide you in selecting the type of questions that you want to ask in the survey. A drop-down menu will give you the choice between a 4-point Likert scale question and a qualitative question.
Step 9: Type your qualitative question and its short text for question in the section below to Add question.
Step 10: Once you have added your particular set of questions, select the Preview & Continue button to preview all the questions in a new pop-up. You can re-arrange the order of the questions or go to Next Step if you’re satisfied. In case you wish to edit a question, you can select the Edit Questions button to go back. After doing the needful, you may again Preview & Continue to the next step.
Step 11: Add Basic Details to differentiate your Custom Survey by giving it a unique name, specifying the date and time for the start and the end of the survey.
Step 12: The Preview & Schedule window* will display the particulars of the survey with the option to edit, in case of dissatisfaction. Once previewed, select the Schedule Survey option to schedule the Custom Survey.