Unlike a quiz, which typically contains questions with correct or incorrect answers, a survey allows you to collect subjective data about what people do or think about something, and/or their interests.

There are many ways to use a survey such as conducting market research, gathering customer feedback, asking an audience’s opinion, or even asking people to vote in multiple categories.

To create and publish a survey, follow these steps:

  1. Create a Survey
  2. Add Questions
  3. Customize the Design
  4. Preview & Publish

Step One: Create a Survey

To create your survey click on the “NEW” button in the upper-right corner of your account page. The pop-up window allows you to choose the type of interaction:

To start, hover over "Survey/Form" and click the “Create New” button. Once you select the survey/form type you will be directed to the “Create/Edit” tab where you will enter the title and internal notes of the survey:

This tab allows you to allow/turn off survey retakes, and other survey options. Don’t forget to save this information by selecting the “Save” button. After the survey title and summary are entered, you can create questions by selecting “Add Question”.

Step Two: Add Questions

Once you click the “Add Question” button you will see this modal appear:

In the “Question Text” section you can format text to bold, italicize, underline, hyperlink. You can also add emojis to question and answer text to make it more engaging? Further font/color editing can be done in “Design”.  (We discuss that in the “Customize the Design” step.)

You can add as many answer choices as you want and by pressing "+Add"

You can easily change the answer position by dragging an answer choice up or down.

Once you are done with creating your question, select the "Create Question" button. 

Step Three: Customize the Design

When your question is written and saved you can edit it/move the question/clone/add answer explanations/add to the Question Library or delete it with the buttons in the lower-right of the question:

In the “Design” tab you can Customize Your Survey. You can change text font, size, color, button style as well as the background color to perfectly match your site, so the Survey appears to be a completely native part of your site:

Step Four: Preview & Publish

Before publishing a survey, try it out in the “Preview” mode. You can find it in the upper-right corner of your account page or in the bottom-right corner.

After you’ve reviewed and made your last changes, it is time to bring your survey to life. To do so you need to select the “Publish” link, which you can find right next to the “Preview” link.

Last but not least, embed the survey into your site. You can find the embed code in the “Deliver" tab. For more detailed instructions on how to embed your interaction to a website, click here. If you want to embed your interaction's 1st question into an email, click here.

Also, you can get a Direct Link and set the Open and Close Dates

Hurray! You just learned how to publish your first Survey.