Step by Step

1. Click in the left navigation bar to open the Surveys tab.
   The surveys created previously (if any) are displayed in this area.
2. Click + Create survey in the top right of the screen.
   The survey creation page opens with the following two tabs:

   • The Designer tab that allows you to add questions to the survey using the elements available.
   • The Preview tab that allows you to view the survey questions and test the functionality.
3. In the Designer tab, start creating the survey in one of the following ways:
   • Drag and drop an survey element from the toolbox displayed on the left side of the screen.
   • Click Add Question to start creating the survey using the default survey element (Single-Line Input).
   • Click ... inside the Add Question button and select a survey element from the list.

   The following survey elements are available:

   • Radio Button Group, for questions with multiple choices, that allow a single selection.
   • Rating Scale, for questions that allow rating according to a specified rating scale.
   • Checkboxes, for questions with multiple choices, that allow to select one or more options.
   • Dropdown, for questions that allow a single selection from a series of options.
   • Yes/No (Boolean), for questions where the only possible values are Yes and No.
   • Single-Line Input, for questions that allow answers in plain text, on a single line.
   • Long Text, for questions that allow answers in plain text, on one or more lines.
4. Configure the survey:
   • Enter a custom title for the survey in the Survey Title field.
   • Enter a short description of the survey's purpose in the Description field.
   • Click to browse for and upload a survey logo.
   • Configure the questions and pages of the survey.
     Each survey can include multiple pages, with one or more questions on each page. To reorder or move questions to a different page, drag and drop the questions in the desired location.
     You can mark survey questions as mandatory by switching the Required slider to ON (orange).
     You can use questions previously created as template for new ones by clicking the Duplicate button.
     If you want to change the type of a survey question, select another element from the drop-down list displayed in the bottom-left corner of the question.
     For extended survey features, click to open the survey settings tab on the right side of the screen. Depending on the element type, different sections are displayed in this area, allowing you to edit the survey's general settings, configure the logic, layout, data and validators for the survey's questions.
5. Optionally, you can navigate to the Preview tab to view the questions and test the functionality.
   In this area, you have the following options:

   • Click to preview the survey on different screen types and sizes.
   • Click to preview the survey elements in portrait or landscape orientation.
   • Click to show or hide invisible survey elements.
   • Click to preview the survey elements in the default or modern theme.
6. Once you finish configuring the survey, click Save in the top right of the screen.