---
title: Create a survey
description: Admins can create surveys in two ways as per their organization's requirements.
---

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1. [Help Center](https://help.engagedly.com/?hsLang=en)
2. [Surveys](https://help.engagedly.com/surveys?hsLang=en)
3. [Admin (Tangerine: V2)](https://help.engagedly.com/surveys?hsLang=en#admin-tangerine-v2)

# Create a survey

Admins can create surveys based on their organization's requirements.

Any employee can create a survey only when admins enable the permission in the survey settings. For more information, refer to the [Surveys user guide for admins](https://help.engagedly.com/survey-user-guide-for-admins?hsLang=en#roles-and-permissions).

Admins can assign the “Survey Manager” role to employees to create and manage general surveys. For more information, refer to [Add and manage roles and permissions](https://help.engagedly.com/add-and-manage-roles-and-permissions?hsLang=en).

### **Choose a survey creation method**

| **Requirement** | **Method** |
| --- | --- |
| Use predefined survey questions | [Create using a template](https://help.engagedly.com/create-a-survey-1#create-survey-using-template) |
| Create a customized survey | [Create a survey from scratch](https://help.engagedly.com/create-a-survey-1#SCRATCH) |
| Generate AI-curated survey questions | [Use Marissa AI](https://help.engagedly.com/create-a-survey-1#Marissa) |

All methods begin from: Navigate to **Surveys \> General**.

#### **Create a survey using a template**

Engagedly offers predefined survey templates in the “Template Library”. Admins can also create custom templates based on organizational needs and add them to the library.

**Note:** For surveys created from a template,the co-author option is available in edit mode. To add co-authors, refer to [Manage a survey](https://help.engagedly.com/manage-a-survey?hsLang=en).

###### **Option 1: Use the template directly**

1. Click **EXPLORE** at the top to open the template library.
2. Click **USE THIS TEMPLATE** on the required template to create a survey.
3. Configure additional settings.

###### **Option 2: Preview before using**

1. Click **EXPLORE** at the top to open the template library.
2. Click the template name to view its sections and questions.
3. Click **PREVIEW** to view how the survey appears to employees.
4. Click **USE THIS TEMPLATE** at the top right to create the survey.
5. Configure additional settings.

**Option 3: Create via launch**

1. Click **LAUNCH** at the top rightand click **Using Template**.
2. Open the drop-down and select a template library: **Engagedly** and **Organisation**.
3. Hover over the template and click **VIEW** to preview how the survey appears to employees.
4. Click the template to select it, and then click **USE THIS TEMPLATE**.
5. Configure additional settings.

![Create surveys2](https://help.engagedly.com/hs-fs/hubfs/Create%20surveys2.jpg?width=670&height=318&name=Create%20surveys2.jpg)

#### **Configure additional settings (applies to all template options)**

1. Update the survey name.
2. Update the description or click the **Marissa ![Marissa 5@2x (2)-4](https://help.engagedly.com/hs-fs/hubfs/Marissa%205@2x%20(2)-4.png?width=18&height=20&name=Marissa%205@2x%20(2)-4.png)** icon to generate it.
3. Enable **Make responses anonymous** to ensure that responses remain anonymous for both admins and survey managers.
4. Update the “Anonymity Threshold” if required. This option is available only when “Make responses anonymous” is enabled.
5. Select **Allow managers to view responses** from their direct reports.
6. Select **Enable questionnaire randomization** to automatically shuffle questions for each respondent.
7. Update the thank-you message.
8. Click **CREATE** to save the settings.

**📒Notes:**

- You cannot set the anonymity threshold below two.
- Admins must [contact our support team](mailto:support@engagedly.com) to enable the “Allow managers to view responses”setting for their organization.

**⚠️Warning:** Lowering the anonymity threshold may make it easier to identify individual respondents. Proceed with caution.

### **Create a survey from scratch**

You can create a survey with questions tailored to your organization’s needs.

1. Click **LAUNCH** at the top rightand click **Create from Scratch**.
2. Enter the survey name.
3. Enter the description or click the **Marissa ![Marissa 5@2x (2)-3](https://help.engagedly.com/hs-fs/hubfs/Marissa%205@2x%20(2)-3.png?width=18&height=20&name=Marissa%205@2x%20(2)-3.png)** icon to generate it.
4. Enable **Make responses anonymous** to ensure that responses remain anonymous for both admins and survey managers.
5. Update the “Anonymity Threshold” as required. Responses are visible only after the specified threshold is reached. This option is available only if “Make responses anonymous” is enabled.
6. Select **Allow managers to view responses** from their direct reports.
7. Select **Enable questionnaire randomization** to automatically shuffle questions for each respondent.
8. Search and select other admins or survey managers as co-authors.
9. (Optional) Update the thank-you message.
10. Click **CREATE** to save the settings.

**Notes:**

- You cannot set the anonymity threshold below two.
- Admins must [contact our support team](mailto:support@engagedly.com) to enable the “Allow managers to view responses”setting for their organization.

⚠️**Warning:** Lowering the anonymity threshold may make it easier to identify individual respondents. Proceed with caution.

After creating the survey, you are redirected to the “Questionnaire” page, where you can add and manage sections. For more information, refer to Add and manage sections in a survey.

### **Create a survey with Marissa**

You can create a survey with AI-curated survey questions based on your needs.

1. Click **LAUNCH** at the top rightand Click **Get Marissa Suggestion**.
2. Enter the survey insights and click **GENERATE**.  
   Click **GENERATE** multiple times to refine the suggestions.
3. Click **CREATE**.

Based on the survey title, Marissa generates questions.

1. Add survey insights to refine the questions and click **REGENERATE**.
2. Click the **Marissa ![Marissa 5@2x (2)-3](https://help.engagedly.com/hs-fs/hubfs/Marissa%205@2x%20(2)-3.png?width=18&height=20&name=Marissa%205@2x%20(2)-3.png)** icon next to a question to rephrase it.
3. Select the required questions and click **ADD**.

After adding the questions, you are redirected to the “Questionnaire” page, where you can add and manage sections. For more information, refer to [Add and manage sections in a survey](https://help.engagedly.com/add-and-manage-sections-and-questions-1?hsLang=en).

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