Create a survey?

In this article, we focus on creating a blank survey, built from scratch, to meet your specific data collection needs.

To create an effective survey, you can choose between two approaches: starting from scratch by launching a new campaign, or using a pre-built template to save time.

Each campaign includes not only your survey, but also its deployments, segments, attributes, and post-response actions, bringing together all the elements needed for your data collection strategy.

  • Create a campaign from scratch (which we will detail in this article)
  • Create a campaign from a template: read the dedicated article

Create a survey from scratch

  1. Go to the "Campaigns" menu.
  2. Click on the "Create a new campaign" button.
  3. Create your campaign by clicking "create a blank campaign".
    Créer un questionnaire.gif
  4. Next, give your campaign a name, specify its objective, and choose the segment you want to associate with it, then validate by clicking the Next button.
  5. Build your survey by starting with the creation of pages by clicking .
    It is important to establish the structure of your survey to make it easier to integrate and configure the navigation buttons between pages. 

    We recommend reading: How to add / duplicate / organize / delete my survey pages?
  6. Add your elements within your pages by clicking.

    We recommend reading: How to add or modify questions?
  7. Finally, make sure to save your changes.

Here’s what a survey structure looks like once the elements are in place.

Once your survey is created, you’ll still have a few steps left before your campaign is fully operational.

Modifying a question in production

There are two possible scenarios for modifying a question already in production:

1. Minor modification
If you only want to correct a typo or slightly rephrase the text, you can make the change directly. It will automatically be applied to the ongoing deployment.

2. Major modification
However, if you make a significant change to the question (for example, changing the rating scale), you must add a new page containing the modified version right after the "Thank you" page. This allows you to retain the responses already collected and ensure the continuity of your data.

To continue configuring your campaign, we recommend checking:  The checklist for a perfect campaign.

If you have any questions, feel free to contact our Customer Care team.

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