Creating a New Survey

This tutorial highlights features available in ALL account levels.

This tutorial will show you how to create a survey and how to add questions and actions.

Step 1: Click the Survey Button

When you log into SurveyGizmo, you’ll see a ‘Survey’ button along the top of your Dashboard . Click it.

Note: Or, from anywhere in SurveyGizmo, you can click “Home–>Dashboard” in the top left to get to this page.

Step 2: New Survey Options

You need to name your survey and decide if you want to start from a blank slate or use a template.

On this step:

• Name your survey (Trust us, if you create a bazillion surveys, this will save you a lot of clicking when you go looking for your survey results)
• Ownership: Assign your survey to a team. Some users may have multiple teams, so you want to make sure that the survey is attached to the appropriate one!
• Use a template or copy a survey if you have one (You can start from scratch by choosing ‘Make a blank survey’ — but why recreate the wheel? We have plenty of templates from which to choose)

After you have finished creating your survey, click the button called ‘Create Survey Now!’.

Step 3: The Survey Editor

This is the survey editor. When we talk about building a survey, this is where all the action is. In fact, this is the most important page in our application.

Let’s take a second to get familiar with the different components on the page.

Navigating around the SurveyBuilder

The Menu Bar

You can use the Current Project menu bar to tab through different sections for building a survey.

Overview

This page gives you statistics about how well your survey is doing as well as a quick view of recently collected responses.

Survey Settings

Allows you to change the name of your survey, setup duplicate protection, enable Save & Continue and a few other options.

Editing

This is the active tab shown in the image.  The sub-navigation links (When you click on Current Project and look under Editing) let you edit your survey questions, re-order questions using drag & drop, change the visual look and feel (colors, layout, etc.) of your survey, find & replace text within your survey, and setup supporting text and survey translation settings.

Publishing

This tab gives you the link your survey will be published on. It also lets you change that link to make it a more branded link. Publishing also lets you cut and paste code to embed your survey in a blog or web page and setup your email invitations for distributing your survey via email.

Reports

Reporting lets you do some very cool stuff. You can browse your responses, edit them (not wise if you’re running a statistically valid survey — but great for web forms) and view reports.

Exports

Allows you to export your data to CSV/EXCEL and higher level accounts have access to other export options such as SPSS.

Status & Preview 

These two links found on the right side of Current Project let you quickly change the ‘Publish’ status of your survey (same as clicking the Publishing tab mentioned earlier) or preview it the way a customer or respondent would see it.

Important Note: The survey editor doesn’t show your survey *exactly* the way it will appear to the outside world. That’s why we have the preview link.

Step 4: Add a Question

Adding a question is simple enough. Click the “Add Question” link in the bottom right of the page you want to modify. Secondarily, you can drag-and-drop a question from the ‘Question Bar’ on the left side, dropping them directly into the page exactly where you want to add your new question!

You can add text/html/headers or images by clicking “Add Text/Image”. “Add Action” lets you add email auto-responders, quiz scores, and more.

The next step asks what type of question you want to add to the page.

On this step:

• Choose the type of question you want to use.
• This will cause an example of this question type to appear as well as other options to appear on the page, such as the title of the question and the answers section.
• In the image, Radio Button was selected. Type the text of the question you are going to ask and at least one possible answer.
• Click the “Add Question” button to bring you back to the editor. Now you’ll see the question you just added.

Repeat this step to add as many questions as you like to a page. Clicking the “Add Page” button will add a page to the survey. You can add as many pages as you like :-)