How to create surveys from templates
Step 1.1 Creating a survey with one of our templates (My Projects)
You can create surveys from one of two ways – From the ‘My Projects’ or ‘Survey Kits’ dashboard.
From the ‘My Projects’ dashboard:
- Select your project which you wish to add a survey template to
- Click ‘+ New Survey’ and choose the option to create a survey ‘From Survey Kit’
- Choose which kit and template you wish to use
- Hit ‘Save’ to add the template to your project
Step 1.2 Creating a survey with one of our templates (Survey Kits)
From the ‘Survey Kits’ dashboard
- Select the Survey Kit and then the template you wish to use for your survey
- Add the template to your project
- Hit ‘Save’ to ensure the survey is added to your project
Step 2. Configuring the template to suit your needs
Most of the time our Survey Kits require no editing at all and are ready to deploy to an audience channel in less than a minute.
However certain templates may have various placeholders which require you to add your brand/product/logo to attain the best feedback from respondents.
Please see below for a list of Survey Kits and the templates which may require you to edit.
Step 3. Personalise the template even more
Add your own title and image to the survey to show off your brand, product or service
Create more questions by clicking on the ‘+’ symbol or ‘+ ADD QUESTION/SECTION’ button located underneath each question
Note: Certain templates will have survey logic already applied, in order to add more questions/sections into a templated survey, you will need to remove all logic.
Step 4. Finalise your survey
Make sure you are happy with your edited survey by previewing it as many times as you want.
You can also share this preview by clicking on the ‘Copy Link’ button at the bottom of the Preview tab.
Make sure you save it one last time before you deploy.
Step 5. Select your audience channel and deploy!
There are various channels you can use to tap into an audience and obtain feedback.
Now that your survey is ready for deployment, select the appropriate Audience Channel by clicking Audiences on the top left and then click your preferred medium to gather the data and insights your business needs.
Step 6. Slice and dice the data
Now that you have gathered responses to your survey, it is time to play with the data, gather the insights you need, and tell your story.
Below is an example of what our Analysis dashboard looks like once it has collected a number of responses
To the left, you can add filters and play around with the data to uncover insights unique to your business and target audience.