Creating surveys
Learn how to create surveys using the survey builder, add questions including Likert scales and ranking, and configure settings
Accessing the survey builder
To create a new survey, follow these steps:
- Navigate to your dashboard by clicking Dashboard in the main navigation
- Click on Surveys in the sidebar menu
- Click the Create new survey button at the top of the page
- You will be taken to the survey builder interface
Quick tip: You can also create surveys from templates by visiting the Surveys Templates page, which provides pre-built surveys for common use cases like NPS, CSAT, and employee engagement surveys.
Survey basics
Every survey has two essential components:
Survey title
A clear, descriptive title that identifies the survey purpose. This appears at the top of your survey and helps respondents understand what feedback you're collecting.
Example:
Customer satisfaction survey
Description (optional)
Additional context or instructions for respondents. This helps set expectations about the survey length, purpose, or how the data will be used.
Example:
Help us improve by sharing your experience. This survey takes 3 minutes to complete.
Adding questions
Questions are the building blocks of your survey. Surveys support all form question types plus advanced survey-specific question types.
Step-by-step process
- 1
Click "Add question"
Look for the button in the survey builder interface
- 2
Select question type
Choose from basic types, Likert scales, ranking, or NPS questions
- 3
Enter question text
Write a clear question that respondents will see
- 4
Configure options
Set required status, add scale points or ranking items
- 5
Save question
Click save to add the question to your survey
Available question types
Surveys support all form question types plus advanced survey-specific types:
All basic types
Text, textarea, email, number, date, select, radio, checkbox, rating, reaction, yes/no
Likert scale
Agreement scales (Strongly Disagree to Strongly Agree) for measuring attitudes
Ranking
Drag-and-drop ranking to order items by preference or priority
NPS (Net Promoter Score)
0-10 scale to measure customer loyalty and likelihood to recommend
Likert scales
Likert scales are perfect for measuring attitudes, opinions, and agreement levels. They present respondents with a statement and a scale from "Strongly Disagree" to "Strongly Agree".
Common scale options:
- 5-point scale: Strongly Disagree, Disagree, Neutral, Agree, Strongly Agree
- 7-point scale: Adds "Somewhat Disagree" and "Somewhat Agree" for more granularity
- Frequency scales: Never, Rarely, Sometimes, Often, Always
- Satisfaction scales: Very Dissatisfied to Very Satisfied
Best practice: Use Likert scales when you want to measure intensity of feelings or opinions. They provide more nuanced data than simple yes/no questions.
Ranking questions
Ranking questions ask respondents to order items by dragging and dropping them into their preferred order. This helps understand priorities and preferences.
Use ranking questions to:
- Prioritize product features for development roadmap
- Understand customer preferences among multiple options
- Identify most important factors in decision-making
- Compare brand perceptions or competitive positioning
Example:
Rank these features by importance:
- 1. Advanced analytics
- 2. Mobile app
- 3. API access
- 4. Custom branding
- 5. Priority support
Survey settings
Configure how your survey behaves with these settings:
Anonymous responses
Allow respondents to submit surveys anonymously. When enabled, no identifying information is collected. This encourages honest feedback but prevents follow-up with specific respondents.
Response limit
Set a maximum number of responses. Once reached, the survey will automatically close. Useful for research studies with specific sample size requirements.
One response per person
Prevent users from submitting the survey multiple times. This uses browser cookies and authentication status to track previous submissions.
Show progress indicator
Display a progress bar showing survey completion percentage. This helps improve completion rates by showing respondents how close they are to finishing.
Randomize questions
Show questions in random order to each respondent. This helps eliminate order bias in research surveys.
Thank you message
Customize the message shown after survey completion. Thank respondents and provide information about how their feedback will be used.
Saving and activating
After creating your survey, you need to save and activate it:
- 1
Save your survey
Click the "Save" button to save your survey as a draft.
- 2
Preview and test
Preview your survey and test the response flow before activating.
- 3
Activate your survey
Click "Activate" to make your survey live and start collecting responses.
Important: Inactive surveys cannot receive responses
Surveys must be activated to accept responses. You can deactivate a survey at any time to stop accepting new responses while still accessing existing data.
Best practices
Tips for creating effective surveys
- ✓Keep it focused: Surveys should have a clear purpose. Don't try to measure too many things at once.
- ✓Limit survey length: Aim for 5-10 questions maximum. Longer surveys have higher abandonment rates.
- ✓Use neutral language: Avoid leading questions that bias responses. Ask objectively.
- ✓Mix question types: Combine Likert scales, multiple choice, and open-ended questions for richer insights.
- ✓Order matters: Start with easier questions, save sensitive topics for later when respondents are engaged.
- ✓Pilot test: Test your survey with a small group before full launch to identify confusing questions.
- ✓Consider anonymity: Anonymous surveys often get more honest responses, especially for sensitive topics.
- ✓Provide context: Explain why you're conducting the survey and how responses will be used.
Next steps
Now that you've created your survey, here are some recommended next steps: