preignition/program-user-docs
accessiblesurveys
  • TRAINING COURSE
    • Introduction
    • Session 1- Creating a new survey
    • Session 2- Adding accessibility options to a Form
    • Session 3- Translating a Form into different languages
    • Session 4- Sharing your survey using the Survey Editor
    • Session 5- Analysing your survey responses and exporting your survey data
  • TUTORIALS
    • Introduction to creating a new survey
    • Introduction editing a form
    • Introduction to testing a form
    • Introduction to publishing a form
    • Introduction to Easy Read
    • Introduction to Sign Language
    • Introduction to form logic
    • Introduction to the Customer Portal
  • GUIDANCE NOTES
    • Survey App
      • Creating a new survey
      • Form Editor
        • Structuring a form
        • Adding questions to a form
          • Text based questions
          • Choice based questions
          • Rating, Slider, Order and Range questions
          • Media based questions
          • Introduction to free text fields
        • Testing a form
        • Publishing a form
        • Introduction to form logic
        • Advanced form logic
        • Using tooltips
        • Using Markdown
        • Adding an accessibility menu
        • Form Behaviour
        • Image Library
        • Easy Read
        • Sign Language
        • Translate forms
        • Using import/ export to translate forms
        • Access rights for forms
        • Sharing options across multiple questions
      • Survey Editor
        • Editing a survey
        • Distributing your survey
        • Survey respondent accounts
        • Redirection after completing survey
        • Language settings for surveys
        • Creating alias survey links
        • Survey batches
        • Presenting surveys
        • Survey access rights
        • Survey terms- advanced
        • Publishing surveys
      • Analytics
        • Introduction to survey analytics
        • Exporting Survey Data
    • Customer Portal
      • Portal
        • Profile
        • Subscription
      • Team
      • My Profile
      • Users
      • Using labels
  • FAQ
    • Data privacy and security
      • Why and how do we collect data?
      • How do we protect data?
      • What is GDPR?
      • What rights do individuals have under GDPR?
      • What obligations do controllers have under GDPR?
      • What obligations do processors have under GDPR?
      • Where is data stored?
      • How can I ensure that my surveys GDPR compliant?
      • How to Write GDPR-proof Privacy Policy for your Surveys
    • What is the best image size, ratio and format?
    • How to use free text
      • Convenient Class for Accessible Surveys Free Text Field
      • CSS tokens available in Markdown Free Text
      • Web-components available in Markdown Free Text
      • Accessibility Modes
    • FAQ about the Form Editor
      • How do I resolve warnings when publishing a form?
      • How can I get feedback about my survey?
    • Guide to producing Accessible Surveys
      • Producing your survey in Plain Language or Easy to Read
      • Producing your survey in sign languages
    • FAQ about survey data and analytics
      • How do I ensure that the data in my CSV file is properly formatted?
  • Release Notes
    • Form Builder
      • import/export
      • Section Container
    • Process Builder
    • Reporting
    • Survey
  • API
    • survey
    • member
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  1. GUIDANCE NOTES
  2. Survey App

Creating a new survey

PreviousSurvey AppNextForm Editor

Last updated 1 year ago

A step by step guide to creating a new survey

Step 1

Select 'New Survey' on your survey workspace

Step 2

Give your survey a name and brief description. The select 'next'

You will not be able to move to the next step until the survey has a name and description.

Step 3

Surveys use 'Forms' to collect data

You can create a new form by giving it a name, description and first page.

If you already have a form that you want to use in your survey, you can skip this step and select an exisiting form later on.

Then select 'next'

Step 4

On the summary page you will be asked to confirm that you want to create a new survey.

Step 5

If you created a new form you will now see a summary page showing the 'Survey Editor' the 'Form Editor' and the 'Analytics' page.

Step 6

If you chose to select an exisiting form later on, your summary page will show the 'Survey Editor' and 'Analytics' page.

You can select an existing form from the survey editor.

Congratulations you have sucessfull created a new survey. The following 'Guidance Notes' will show you how to build it out.

Short video showing how to select an existing form
Screenshot of a survey workspace.  A list of suveys is displayed in a grid.  There is a button with the label 'New Survey' in the bottom right hand corner