Create a Survey

Admins can create surveys as per their organization's requirements.

For roles and permissions, learn more in Survey user guide for Admins.

You can create a Survey in two ways:

1. Create a Survey using the template

2. Create a new Survey

Navigate to Surveys and click the Surveys tab.

Create a Survey using the template

Engagedly offers you predefined Survey templates created by industry experts. You can create a Survey using a template that suits your requirements.

1. In the CREATE drop-down, select Use a Template.
2. Hover over the template, click VIEW to preview it, and click USE THIS TEMPLATE.

You can PREVIEW the template to view from the respondent’s perspective.

    3.    Type a name and description for the Survey.

You can use Marissa to power up your description.

    4.    Scroll down after typing the description for the following actions if required:

• Enable Make Responses Anonymous to collect anonymous responses.
• Click SHOW ADVANCED SETTINGS, search, and select the co-author(s).
• Type the Thank you message.

    5.    Click CREATE.

You can manage the template as required.

In each section field, you can:

• Click the Edit Icon to edit the section name and description.
• Click the Overflow Menu Icon at the top right to delete and reorder the sections.

In each question field, hover over the question, and you can:

• Click the Edit Icon to edit a question and rearrange the choices.
• Click the Copy Icon to copy a question.
• Click the Delete Icon to delete a question.
• Click the Six Dot Icon to reorder the questions.

Create a New Survey

If you do not find any relevant templates in the library, you can create a new Survey as required.

1. In the CREATE drop-down, select New Survey.
2. Type a name and description for the Survey.

You can use Marissa to power up your description.

    3.    Scroll down after typing the description for the following actions if required:

• Enable Make Responses Anonymous to collect anonymous responses.
• Click SHOW ADVANCED SETTINGS, search, and select the co-author(s).
• Type the Thank you message.

    4.    Click CREATE.

    5.    Click Add Section Title, and type the Section Title and Description.

    6.    Click SAVE.

    7.    In the ADD QUESTION drop-down menu, select the question type as required.

    8.    Type the question and click Add Description.

Based on your requirements, you can

• Add multiple sections and multiple questions in each section.
• Choose single and multiple selections in Multiple choice question type.
• Type the choices or Choose scale type in the Multiple choice and Matrix question types.
• Edit, delete, and rearrange the choices.
• Randomize the choices between the respondents.
• Enable a Follow-up Text Question.
• Make the question Mandatory.
• Set the Max Character Limit for the Text question type.
• Add Row, Column, and Randomize Rows in the Matrix question type.

Learn more in the Glossary of terms in Survey to know the question types.

    9.   Click SAVE.

Push a Template to the Library

After creating a Survey, you can push it to the template library to make it available to other admins and survey managers.

Navigate to Surveys and click the Surveys tab.

1. Select Authored by You from the drop-down menu.

You can Search the Survey or click All to view all the Surveys.

    2.    Click the Survey, which you want to push to the template library.

    3.    In the Assignments tab, click the Overflow Menu Icon at the top right and select Push to Template Library.

    4.    Modify the template name if required and click PUSH.

After creating a Survey, you can share it with the respondents. Learn more in Share a Survey.