Surveys help you extract data from your customers. They are instrumental in assessing their thoughts, opinions, and feelings. The results help you describe the attitude of your audience and adjust your marketing or services as needed. If you wish you could see your customer’s mind, this tool is for you. Let’s discuss how to create one!
Note: Depending on your user permissions, you may not have access to all of the components.
To get started, let’s navigate to the Survey tab inside the Sites section and click the “+ Add Survey” button. Select whether you’d like to start from scratch or use a template to give you a head start. This time, we’re starting from scratch.
Survey Slides #
After clicking Create you’ll be taken inside the survey builder, with a slide waiting for you. Your survey slide is your canvas, where you will drag and drop different elements to create your perfect fit.
Slide Name #
Here you will see the name you’ve given to each slide. By default, slides are given numbers and go in order starting from the number 1. You can change a slide’s name by clicking the three-dot icon and selecting Settings.
Adding More Slides #
If you want to add more slides to your survey, simply click the “+” button.
Adding Elements #
Click the plus button at the top left corner to open the elements section. Just drag and drop the element you wish to add. After an element is added, click it to open its settings and make it required if needed.
Creating Questions #
If you need to add a question to your survey but can’t find it, switch to the Custom Fields tab. Here you’ll find all your Custom Fields organized in folders as they are in the system. If you still can’t find the needed field, click +Add to create it.
Survey Styles and Options #
Change the appearance of the survey by using different styles, themes, and advanced options.
This is enough to get you started with the survey building experience, so feel free to explore and create using these basics. However, if you’d like to learn a bit more about how to make the most out of your surveys, we recommend reading the articles inside this category; they contain in-depth explorations of the sections and elements that make up your survey.
Frequently Asked Questions #
How do I start building a survey? #
Navigate to the Survey tab inside the Sites section, click “+ Add Survey,” and choose to start from scratch or use a template.
What is a survey slide? #
A slide is your canvas inside the survey builder, where you drag and drop elements to design the survey. Slides are numbered in order by default, starting at 1.
How do I add more slides or rename them? #
Click the “+” button to add a slide. To rename a slide, click its three-dot icon and select Settings.
How do I add questions to my survey? #
Open the elements section with the plus button and drag elements onto the slide. For specific questions, switch to the Custom Fields tab, or click +Add to create a new custom field.
How do I make a question required? #
After adding an element, click it to open its settings and toggle it as required.
How can I change how my survey looks? #
Use the styles, themes, and advanced options to customize the survey’s appearance to match your brand.
