Creating Surveys - Quick Start

This video provides a step-by-step guide on how to create a survey. It explains how to add various question types and how to organize questions by pages. Additionally, it demonstrates how to copy and paste questions from documents like Word, Excel, or Google Docs. The tutorial includes details on adding columns, marking questions as required, saving progress, previewing the survey on different devices, and managing pages within the survey builder.

Video Length: 4:45

Overview

The Survey Builder helps you create engaging employee surveys with multiple question types, custom branding, and flexible layouts. Whether you're building an engagement survey, pulse check, or exit interview, this guide will get you started quickly.

Survey Creation Workflow

Step 1: Create Your Survey

From the main navigation:

1. Click Surveys → New Survey

2. Enter an internal title (this is for your team, not participants)

3. Click Create

💡 Internal vs. Participant Title: The initial title you create is for internal organization. You'll set the participant-facing title in Step 2.

Step 2: Set Up Survey Details

Add participant-facing information:

• Survey Title: What participants see at the top of your survey

• Logo: (Optional) Your organization or department logo

• Description: (Optional) Brief explanation of the survey purpose

Best practice:

• Keep titles concise and clear

• Use descriptions to set expectations (e.g., "This 5-minute survey helps us improve your work experience")

• Add logos for professional appearance

Step 3: Build Your Questions

Quick method using copy/paste:

1. Prepare questions in Word, Excel, or Google Docs

2. Click Add Question and select question type

3. Copy question text from your document

4. Paste directly into the question field

5. For matrix questions and scales, copy/paste multiple items at once

⚡ Efficiency Tip: You can copy and paste entire question lists, scale items, and column headers all at once. This is significantly faster than typing each item individually.

Available question types:

• Single-Select Matrix: Multiple questions with the same scale (e.g., agreement scale)

• Radio Button Group: Single choice from multiple options

• Checkboxes: Multiple selections allowed

• Dropdown: Single selection from dropdown menu

• Long Text: Open-ended responses (multiple lines)

• Single-Line Input: Short text responses (one line)

• Text/Instruction: Display-only text for survey instructions or section headers

Step 4: Organize with Pages

Create multiple pages:

• Group related questions together

• Click Add Question at the bottom to create a new page

• Add page descriptions to guide participants through sections

Navigation:

• Use the left sidebar to jump between pages

• Drag and drop pages to reorder from the General tab

• Add page numbers for clarity

Step 5: Preview and Test

Before launching:

1. Click Preview to see the participant experience

2. Test on different devices (desktop, tablet, mobile)

3. Complete the survey yourself to check flow and timing

4. Make adjustments in Designer mode

Quick Tips for Efficient Survey Building

Copy/Paste Best Practices

For matrix questions:

Source (Word/Excel):
I am proud to work here
I feel valued by my manager
I have opportunities to grow

Action: Copy all → Paste into first row → All items populate

For scale items:

Source:
Strongly Disagree
Disagree  
Neither Agree nor Disagree
Agree
Strongly Agree

Action: Copy all → Paste into Columns section → Entire scale populates

For radio button/checkbox options:

Source:
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied

Action: Copy all → Paste into first option → All options populate

🎯 Pro Tip: Prepare your survey content in a document first. This allows for easier editing, spell-checking, and stakeholder review before building in the platform.

When to Use Each Question Type

Question Type	Best For	Example
Single-Select Matrix	Multiple related questions with same scale	Employee engagement items with agreement scale
Radio Button Group	Single choice from 2-7 options	"How often do you receive feedback?"
Checkboxes	Multiple selections allowed	"Which benefits are most important to you? (Select all that apply)"
Dropdown	Single choice from many options (8+)	"Which department do you work in?" (20+ options)
Long Text	Open-ended feedback	"What suggestions do you have for improving...?"
Single-Line Input	Short text answers	"What is your job title?"
Text/Instruction	Section headers, instructions	"This survey should take 10-15 minutes to complete..."

Ready to Deploy?

Once your survey is built:

1. Save your survey (auto-saves as you work)

2. Set up your email campaign to send invitations

3. Monitor responses as they come in

Next steps:

• Survey Builder - Complete Guide → - Detailed walkthrough of all features

• Survey Logic and Display Conditions → - Add skip logic, conditional questions, and validation

• Scheduling Survey Emails - Quick Start → - Launch your survey to participants