Create a Survey

This tutorial will show you how to create a survey and how to add questions and actions.

Step 1: Click the Survey Button

When you log into SurveyGizmo, you'll see a 'Survey' button along the top of your Dashboard . Click it.

Note: Or, from anywhere in SurveyGizmo, you can click "Home-->Dashboard" 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 step:

• 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)
• Ownership: Assign your survey to a team. Some users may have multiple teams, so you want to make sure that the survey is attached to the appropriate one!
• Use a template or copy a survey if you have one (You can start from scratch by choosing 'Make 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 Now!'.

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  Project menu bar to tab through different sections for building a survey.

Goals 

Define your project goal and objectives in this tab.  There is also a place to have a collaborative discussion thread with your co-designers, stakeholders, and clients. (To learn more, please visit Collaboration Tools)

Brainstorm

The second step of the design phase of your project is the brainstorming.  Here you can suggest ideas.  Refine, improve, discuss and approve ideas and, ultimately, push them to the survey editor. (To learn more, please visit Collaboration Tools)

Create & Edit

This is the active tab shown in the image.  The sub-navigation links (when you click on Project and look under Create & Edit) allow you to 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 setup supporting text and survey translation settings.

Distribute

This tab gives you the link for your published survey. It also allows you to customize and brand your link.  You can also get an embed code her that allows you to embed your survey in a blog or web page.  You can  also setup your email invitations for distributing your survey via email.

View Data

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

Analyze & Report

includes all your options for reporting.  

Settings

Set up various settings for your survey including an Internal Title, Save & Continue, Duplicate Protection, Quotas, Randomization and more!

Export Data

Allows you to export your data to CSV/EXCEL and higher level accounts have access to other export options such as SPSS.

Download to Word

The Download to Word icon is available on the Create & Edit and Distribute tab. This allows you to download your survey to Word.

Download to PDF

The Download to PDF icon is available on the Create & Edit and Distribute tab. This allows you to download your survey to PDF.

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 survey link.

Tomorrow we'll go through the variety of question types we offer (over 25!) as well as go through the steps of how to add questions to your survey. For now, play around in your survey and see what you can learn by yourself. As always- Happy Surveying!

Step 4: Add a Question

Adding a question is simple enough. Click the "Add Question" link in the bottom right of the page you want to modify. You can also drag-and-drop a question from the 'Question Palette' on the left side, dropping them directly into the page exactly where you want to add your new question!

You can add text/html/headers or images by clicking "Add Text/Image/Video". "Add Action" lets you add email auto-responders, quiz scores, and more.

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

On this step:

• Choose the type of question you want to use.
• This will cause an example of this question type to appear as well as other options to appear on the page, such as the title of the question and the answers section.
• In the image, Radio Button was selected. Type the text of the question you are going to ask and at least one possible answer.
• 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 "Insert Blank Page" button will add a page to the survey. You can add as many pages as you like :-)

You can also inline edit when you edit your survey now, for more information, please visit Create/Edit: Using the SurveyBuilder

Updated: 05/24/12

Have questions? Want to comment on this? Join the discussion on our SurveyGizmo Support site.