Creating a Survey

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Worried about creating a survey? No problem. Our Survey Creation Wizard walks you through building the framework in 5 steps. You can change almost anything you create with the wizard later. So don't worry if you're not sure about a date, or a detail. This is just the start.

In Survey (Classic)

1 Launch the Survey Wizard. Click Create New Survey.
 
User-added image
 
2 Specify key survey details. Complete the required fields. Give the survey a name and determine the close date. Set a capacity, if necessary.
 
NOTE: Your survey will close automatically when it reaches capacity or the Close Date passes.

Choose the type of survey. Your options include:
 
  • Known Survey - collects a respondent's contact information and adds them to your Address Book if they have not already been added. They can also be tracked through the survey.
  • Anonymous Survey - respondents are not identified at any point of the survey.
     
Click Next >>.

3 Select template. Choose the layout. Click the options on the right to preview.

You will have more opportunities to customize the colors and fonts, and upload a header once you complete the wizard. Click Next >>.

4 Enter the author's information. Fill out the author's name and email address. This will appear by default in the From Name field of emails by way of data tags.

 
User-added image
 
Determine whether you'll send all respondents the same email message (one targeted list), or if you'll tailor the message to different groups (multiple targeted lists).

Click Next >>.

5 Customize the Welcome and Thank You pages. The last step of the wizard allows you to customize the Welcome and Thank You Page content in the HTML Editor. If you don't know the exact content for these pages, you can modify them later.

If you don't want just anyone filling out your survey, select Yes and enter a password.


Click << Previous to make any changes. If everything looks right, click Finish.

6 Edit your survey later. Your newly created survey will open automatically.

To edit the basic survey details, click Settings from the blue navigation bar. Click Edit to make changes, then click Save.

Brand your website to your company's specs with a customized template, Welcome Page, and Thank You Page. Then personalize your emails.
 

In Survey (New)

1 Launch the Survey Wizard. Click Create Survey.
 
User-added image
 
Ensure Brand new survey is selected in the Creation Method section.
 
2 Specify key survey details. Determine your survey type. Your options include:
 
  • Keep them anonymous - respondents are not identified at any point of the survey.
  • Identify all respondents - collects a respondent's contact information and adds them to your Address Book if they have not already been added. They can also be tracked through the survey.

Give the survey a name and select a language, if necessary. Fill out the author's name and email address. This will appear by default in the From Name field of emails by way of data tags.

Click Create.


3 Edit your survey later. Your newly created survey will open automatically.

To edit the basic survey details, such as the survey title and planner details, hover over Settings and click Survey Details. Click Edit to make changes, then click Save.

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