How to Create a Survey

Video Overview

1. Create a Survey

To create a new survey, click Create Survey in the upper-right corner of your account and choose from the options.

You may see a checkbox to Share the survey with your team. If you don’t want to share your survey and your Team Sharing settings allow, you can uncheck the box or manage survey permissions at any time.

Start from scratch

Get started with a blank page. You'll need to add questions by using the tools in the left sidebar to build your survey.

If you have questions ready to go and want to copy and paste them to your survey, select My questions are already written.

Copy a past survey

You can create a copy of a survey that's in your account. This way you don't have to start from scratch or change past surveys that have already collected responses.

The survey questions, logic, theme, and other survey design settings are carried over to the copy, but you'll need to create a new collector to send your survey.

Start from a template

Get a head start by using a template designed by our team of survey experts. Use the dropdown menu to browse templates by type to find the right survey for you. If you're on a team, you can also browse your team survey templates.

Click on any template to learn more about it and preview the survey questions.

Build it for me

Build it for me helps you create a survey designed to meet your goals. To get started, answer a few simple questions about you and your survey goals. Then, Genius Assistant gives you recommendations to finish personalizing your survey questions and design. When you’re ready to send, we’ll also recommend the best collector types and options for your survey.

2. Add Questions & Pages

Once you create your survey, use the left sidebar to add your own questions or choose pre-written questions from our Question Bank. You can apply question settings to further customize them.

If you have a long survey, break it up into multiple pages. Pages help you organize your survey into sections, which makes it easier for people to take. Plus, every time they go to the next page, their previous responses are saved.

If you're using a template, review the survey to customize questions and answer choices so it's relevant to your survey goals. For example, you can add the specific product or company name you're looking for feedback on. You may also want to add new questions or delete questions that aren't useful to you.

3. Apply Logic

After your survey questions and pages are set up, it's a good time to apply logic to the survey. Logic can help you get better data by creating a more personalized survey experience for survey takers.

For example, you can use question skip logic to control which questions survey takers will see next based on their answers to previous questions. Or, you can use question randomization to reduce potential bias in the order questions are presented.

4. Customize the Design

After your questions and logic are in place, you can focus on fine-tuning the look and feel of your survey with our design and display options. For example, show or hide elements on the survey page, add a logo, or create a custom theme.

5. Preview & Send Your Survey

Always preview your survey before sending it to survey takers so you can catch any mistakes or logic issues. Once you're ready to send it out, create a collector to get responses.