Surveys: Creating a Survey
Now that you have planned your survey, it’s time to create it! In this article we will walk you through creating a survey step-by-step.
Navigate to the Engage section of the dashboard, and click on Surveys.
- Click +New Survey
Name and describe your survey. Your tenants will see this, so we recommend keeping it clear and concise.
Click +Add Custom Question and all of the options for your first question will appear. Each question that you add to your survey will include: question prompt, question label, question type, and mark as required.
• Question Prompt: The question for the user
• Question Label: How to identify this question in your response table
• Question type: Choose from 10+ question options
• Mark as Required: Click here if you want this question to be required for users
- To add additional questions click + Add Custom Question and repeat step 4 for each of the custom questions you would like to add to your survey.
- Click Save and your finished survey will appear in the survey table.
Now that you have created your survey, it's time to send it to users!