Creating A New Survey – SurveyGizmo 2.0

Version 2.x Instructions

This tutorial will show you how to create a survey and how to add questions and actions. After you create a survey, you can modify its design and layout with this tutorial on templates.

Step 1: Click the Create Survey Button

When you log into SurveyGizmo, you'll see a 'Create Survey' button in the left column. Click it.

Note: Or, from anywhere in SurveyGizmo, you can click "Home" in the top left to get to this page.

Step 2: New Survey Options

You need to name your survey and decide if you want to start from a blank slate or use a template.

On this page:

• Name your survey (Trust us, if you create a bazillion surveys, this will save you a lot of clicking when you go looking for your survey results)
• Use a template or copy a survey if you have one (You can start from scratch by choosing 'Start with a blank survey' -- but why recreate the wheel? We have plenty of templates from which to choose)

After you have finished creating your survey, click the button called 'Create Survey > Add Questions'.

Step 3: The Survey Editor

This is the survey editor. When we talk about building a survey, this is where all the action is. In fact, this is the most important page in our application.

Let's take a second to get familiar with the different components on the page.

Navigating around the SurveyBuilder

The Menu Bar

You can use the menu bar to tab through different pages for building a survey.

Overview

This page gives you statistics about how well your survey is doing as well as a quick view of recently collected responses.

Edit Survey

This is the active tab shown in the image. The sub-navigation links (those under the main tab) let you edit your survey questions, re-order questions using drag & drop, change the visual look and feel (colors, layout, etc.) of your survey, find & replace text within your survey, and print your survey. "Advanced Options" lets you change the name of your survey, the closed message, setup duplicate protection and a few other options.

Publishing

This tab gives you the link your survey will be published on. It also lets you change that link to make it a more branded link. Publishing also lets you cut and paste code to embed your survey in a blog or web page.

Email Invites

This tab lets you upload contacts from a spreadsheet and email invitations to them. It also lets you send out reminders (because some people take their grand old time filling out your survey) and 'followups' (e.g. thank you emails).

Reporting

Reporting lets you do some very cool stuff. You can browse your responses, edit them (not wise if you're running a statistically valid survey -- but great for web forms) and view reports. It's also where you can export your data to CSV or Excel.

These two links found on the right side of the menu bar let you quickly 'Launch/Publish' your survey or preview it the way a customer or respondent would see it.

Important Note: The survey editor doesn't show your survey *exactly* the way it will appear to the outside world. That's why we have the preview link.

Step 4: Add a Question

Adding a question is simple enough. Click the "Add Question" link above the page or in the bottom right of the page you want to modify.

You can add text/html/headers or images by clicking "Add Text/Image". "Add Action" lets you add auto-responders and page logic.

The next page asks what type of question you want to add to the page.

On this page:

• Type the text of the question you are going to ask.
• Choose the type of question you want to use. This will cause other options to appear on the page, such as the Options. In the image, Radio Button was selected. Hovering your mouse over any question type displays a sample image of what that question type looks like.
• Click the "Add Question" button to bring you back to the editor. Now you'll see the question you just added.

Repeat this step to add as many questions as you like to a page. Clicking the "Add Page" button will add a page to the survey. You can add as many pages as you like :-)