Overview
This brief guide will provide instructions on how to create a survey. We will cover how to name the survey, create its instructional, create tasks in your survey, and finally how to delete a task and the survey.
Creating the First Survey in a Project
To start the first survey in the project, click 'Create Survey'.
Naming the Survey
Titling the survey helps to distinguish the survey from other surveys in the project. The default survey name is 'My New Survey'. Every survey in a project must have a different name. If the title doesn't change, the next survey created in the project will be titled 'My New Survey 1' and so forth.
Creating the Survey Instructional
Create an instructional for the respondents to see, to help them have more insight into what is the conversation and what is expected of them.
Task Creation
Creating a task can be broken up into four question types: video, photo, text, and document submissions.
To create a video submission task, type in the task or question and then choose the video as your response type.
***All video submissions will have the option of being set from 30 seconds to 30 minutes, based on the survey needs.
To create a photo submission task, type in the task or question and then choose the photo as your response type. All photo submissions will be automatically capped at 5 images.
To create a text submission task, type in the task or question and then choose the text as your response type. All text submissions will be automatically capped at 2000 characters.
To create a document submission task, type in the task or question and then choose the 'PDF, PPTX, or DOCX' response type. All of these document types will be converted to images for review, upon submission.
Adding Rich Text to Tasks
To add bold, italicize, underline, or lists to your tasks, highlight the section that needs the emphasis, and choose the formatting for the text in the bar above.
Once saved, the respondent will be able to see the emphasized changes in the survey.
Adding a New Task
Click the '+ New Task' button to the left of your survey, or below your last programmed task.
Deleting a Task
To delete a task, click the trash can icon next to the task you wish to delete.
If you delete a task after submissions have been received, the collected content will still be available to view on the 'Insights' page to refer back to.
Saving the Survey
Click the 'Save & Next' button in the bottom right-hand corner of the survey editor. Changes will not be saved unless this button is clicked. Any tasks created and left blank will not be saved upon clicking this button.
Next Steps
After the base of the survey has been completed and saved, the next step would be to set the requirements. For more information on how to set the requirements for a survey, click here.