How-to guides
      Back to home
      1. Knowledge base
      2. Tutorials
      3. How-to guides

      Create your first survey

       

      Surveys are a Paid Feature. To access paid platform features, please speak to your Innovation Consultant.

      Introduction

      This tutorial teaches you survey essentials such as general settings, questions, pages, and extras. You’ll create your first survey and learn how to schedule a survey.

      In this tutorial, you will:

      Before you start

      Before you start the tutorial, there are a few things to check:

      • You must have permission to create a survey by being a Platform Site Admin, Manager, Idea Space and Co-creation Community Admin, or Challenge Manager.

      Step 1: Create a survey

      The first thing we’ll do is create a new survey. When you create a survey, you’ll be presented with the survey builder, where you can configure every part of your survey.

      1. Go to the Surveys page.

      2. Select Create survey.

      Tip: You can also create a survey within an Idea Space, Co-creation Community, and a Challenge.

      Step 2: Configure the general settings

      Now that you have a blank survey, you can start configuring it.

      1. On the General tab, select Title and description.

      2. For Title, enter the name of your survey.

      3. For Description, enter a description for your survey.

      With this done, you’ve completed all the required settings to move on from the General tab.

      Step 3: Customize your theme

      You can personalize your survey’s look and feel by changing the image, text, and background color. For our example, we’ll change the text color.

      1. On the Theme tab, select Text.

      2. Use the color picker to select or enter your preferred color.

      While on the same tab you can also:

      Tip: You can see how your new theme looks in the preview window on the same page.

      Step 4: Add your questions and pages

      Now that you’ve completed the basics, the next step is to build the survey using questions and pages.

      The survey can include any questions you want to ask people, and by default, you should already have a “Welcome” and “End” page.

      1. On the Pages tab, select the Welcome page.

      2. For Title, enter a short welcome message.

      3. For Subtitle, enter a short introduction to your survey.

      4. Next, click the plus_icon Plus and select a question type.

      5. Enter your question text and answer choices, and review the available options.

      Tip: You can also turn on the Add follow-up question toggle to ask an additional follow-up question along with your main question.

      Step 5: Schedule your survey

      If you want your survey to start on a specific date and run repeatedly, like every month to gather data over time, you can schedule it.

      1. On the Schedule tab, select Schedule.

      2. Under Settings, configure the schedule, such as the start date, frequency, and duration of your survey.

      While on the same tab you can also:

      Tip: If you want specific people to answer your survey, you can send an email notification to invite them to the survey.

      Step 6: Publish your survey

      In this final step, you will publish your survey so it’s live and ready to accept submissions.

      1. Check you have no required* settings remaining for your survey settings.

      2. Select Publish.

      Once the survey is live, you can copy the link and share it anywhere you want to.

      Conclusion

      By completing this tutorial, you've learned to create a survey.

      As part of that, we've learned how to:

      Next steps

      Further reading