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How to create a survey

1. Click the "Survey Management" tab on the left

Click on the "Create a New Survey" on the left.

2. Fill in the information of your new survey

Start creating a survey by giving it a name, survey tags (optional) and put survey in a unit. Then click "Save". You can edit the Survey name afterwards.

3. Choose your languages

You can decide how many languages you want to publish your survey in. The language can be toggled by the user in most feedback channels, but in the web plugin Feedback channel, Feedbackly decides which language to show based on the user's browser language. 

For choosing the wanted languages, press "+" from the upper left corner below the "Editing survey".

4. Add questions to your survey

You can create a question from 7 different survey types. You can change the order of the created questions later.

5. Add "Survey logic" (if desired and if included in your plan)

After creating desired amount of survey questions, you can add survey logic to your survey. 

Each question and response option has a dropdown that lets you choose a question that the respondent will skip to if that option is selected. Meaning that the next question in your survey can change depending on the response given to the previous question. This is useful for segmenting customers and allowing them to bypass any redundant questions by skipping ahead to the desired point.

This logic can go as deep as you'd like and there are no limitations to the customization you can add to your surveys in this regard.

6. Check additional settings

Once you have created your questions and added survey logic, you have a few more settings you can modify by clicking the settings button on the top right of the survey editor.

Question timeout:
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. Save, Preview and Test your survey

Once you have created your questions, save it from the upper right corner. 

After saving your survey, you can preview it and see how it looks when using Feedbackly terminal, Mobile, Desktop or Web widget. 

8. Select touchpoint for your survey

When you are happy with your survey, select a touchpoint type from five different options: Feedbackly terminal, Link/QR code, Web Widget, Email campaign and SMS campaign. 

After selecting the touchpoint type, click

 next to the "Launch" and fill the information.

8. Next, launch your survey 

  • immediately (after a confirmation) or 
  • schedule to launch later (you can schedule the launch to happen automatically at a later time)

9. Finally, confirm your preferences and launch your survey.

Choose files or drag and drop files
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  1. Ida Salonen

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