How to Create a Survey

Prerequisites

Confirm your client is listed in the "Select a Client" dropdown. If your client is missing please refer to the client set up page.

Building a Survey

1. Select your client from the "Select a Client" dropdown. Once selected you will have access to the suite of tools.
2. From the top toolbar select "Discovery". You will have the option to edit and existing survey or create a new survey.

Creating a New Survey

1. Enter the survey name.
2. Select a survey type from the dropdown menu.
3. Select "Create Survey".

You will be brought to the "Question" menu. Here you can begin adding questions to your survey.

Adding Questions to Your Survey

1. On the left side, select "Add Question"

The "Add Question" page has many options. Once you have customized your question click "Add" near the bottom.

Groups

You may want to group questions. First, you must create a group.

Select "Question Sections" on the left side below "Add Question".

You will enter the group name and the order to should be placed in the survey. Select "Add" near bottom to create the group.