1 - Start
To create a survey, click Surveys on the left
2- Name survey
Start creating the survey by giving a name to your survey and then clicking Add. You may change the name afterwards if you like.
3 - Choose languages
From the flags you can choose the languages that you wish to create the survey.
Note that in web the survey language will be automatically chosen based on the browser language of the respondent.
"!" next to a flag and next a question means that translations or content is missing. You're unable to continue before something is added.
The system also shows the text to be translated in each question as shown below.
4 - Use different question types
You can choose to add various types of question. You can drag and change the order of the questions later. Check this article for information about different question types and their features.
5 - Modify logic
Each question and each response has a button where you can create logic which questions come next after a certain response.
6 - Check additional settings
Once you have created desired questions you have few more settings you can modify from the settings-button.
If you are planning to show your survey on iPad or other device, you can choose how many seconds the screen is visible after survey has been answered
You can also choose an address where the respondent will be redirected after the survey has been answered.
7 - Preview and test
Once you have created your questions, feel free to move forward to preview phase. Here you can see how the survey looks like in different channels and test it by clicking the questions.
8 - Choose channels
If you are happy with the preview of your survey, it's time to move to select the channels. A channel means a place where a survey is visible (kiosk, web, e-mail etc.).
Most likely you don't have any channels yet. You can name your channel and choose the type of the channel from the right side. You can create multiple different channels where the survey will be active.
(Note that you can have only one survey active per channel.)
(9 - email & SMS settings)
If you have chosen to send the survey from Feedbackly email solution or SMS solution you need to set-up few settings. If you are publishing the survey in different channels you don't have these options visible and can go to next step.
With us you have two options:
1. Send embedded emails from you system (first answer from email)
2. Just use link in your own email-system
Add sender name, sender e-mail and title and subject to the e-mail. The survey will be embedded to the email and the recipient can answer first question from the email
Choose sender name, message text and the place of the link. Note that before sending you have to add your credit card in the organisation-settings.
10 - Publish settings
Next you view how you can share or distribute the survey in the channels you have chosen earlier. If you have just link you are ready to go but if you have chosen e-mail, sms, web plugin or kiosk device you can see instructions how to add the recipients or add the survey to your ipad or website.
11 - Ready to Go!
The last step is to review your setting and send or schedule the survey!
Remember the survey won´t activate before you press the "Publish" button.