1 - Start
To create a survey, click the "Surveys" tab on the left
2- Name Your Survey
Start creating the survey by giving it a name and then clicking "Add". You can change the name afterwards.
3 - Choose Languages
From the flags, you can choose which languages you want your survey to be written in. You can translate your survey into as many languages as you'd like.
Note that in web the survey, language will be automatically chosen based on the browser language of the respondent.
"!" next to a flag means that the translations for this language are missing. You will be unable to continue until something is added.
The system also shows the text to be translated in each question as shown below.
4 - Add Questions to Your Survey
You can choose from 8 different question types, and you can also change the order of the questions later. Check this article for information about different question types and their features.
5 - Add Logic
Each question and response option has a button where you can decide which questions are triggered by which responses. Meaning that the next question in your survey can change depending on the response given to the previous question.
This logic can go as deep as you'd like, there are no limitations to the customization you can add to your surveys.
6 - Check Additional Settings
Once you have created your survey questions, you have a few more settings you can modify from the settings button.
If you are planning to show your survey on an iPad, you can choose how many seconds it takes until the question times out and the survey begins from the start. This is useful for respondents who answer only some of the questions and don't make it to the end.
Final screen timeout
When a respondent completes your survey, change how long the final screen message is displayed until the survey resets for a new respondent.
You can also choose a web address where the respondent will be redirected after the survey has been answered.
7 - Preview and Test
Once you have created your questions, preview your survey. Here you can see how the survey looks 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 select the channels. A channel is how your survey is distributed (kiosk, web, e-mail etc.).
You can use an existing channel or create a new channel. You can distribute your survey on multiple channels at once.
(Note that you can have only one survey active per channel.)
(9 - Email & SMS Settings)
If you have chosen to distribute your survey via email or SMS, you need to do some additional setup If you are publishing the survey in other channels (not email or SMS), these options will not be visible and you can go to the next step.
You have two options:
1. Send embedded survey emails from the Feedbackly email creator
2. Copy the link to your survey in your own email client
Add sender name, e-mail, title and subject to the e-mail. The survey will be embedded in the email and the recipient can answer the first question directly from the email by clicking on one of the options. Once they click on one of the responses, they are redirected to the survey on question 2 (because they already answered question 1 within 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'll be instructed on how to share or distribute the survey in the channels you have chosen earlier. If you are only distributing your survey via a link, you are ready to go but if you have chosen e-mail, sms, web plugin or kiosk device, you can see instructions about 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 settings and send or schedule the survey!
Remember the survey won't activate until you press the "Publish" button.