Workflow

Survey design and questions

Create survey identity, public rules, descriptions, question types, choices, requirements and order.

24 connected guidesLive filterPermission-aware instructions
24 guides
Category

Customer Surveys & Feedback Management

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Use the survey register

Search, open, edit, send, view results, change status or delete a survey.

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Create a survey

Enter subject and configured public behaviour.

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Set the survey subject

Enter the title shown in administration and invitations.

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Set or review the survey slug

Store the searchable slug used by the survey record.

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Write the internal or introduction description

Enter the survey description and control whether it is shown.

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Show or hide the survey description

Use View Description to control public display.

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Set the invitation sender name

Enter the From Name used by survey invitation email.

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Set a post-submission redirect URL

Enter a custom redirect or leave blank for the default success page.

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Limit one response per IP address

Enable IP Restrict to return 404 after an IP has already responded.

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Require a logged-in contact

Enable Only for Logged-in Users to redirect anonymous visitors to client login.

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Disable or reactivate a survey

Use the Disabled control or status action to change active state.

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Add a survey description box

Insert supplementary explanatory content between questions.

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Remove a survey description box

Delete an eligible descriptive block.

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Add a survey question

Choose question type, text, required state and choices.

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Create a single-line input question

Use Input for a short free-text answer.

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Create a long-text question

Use Textarea for a longer written response.

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Create a checkbox question

Use Checkbox when respondents may select multiple choices.

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Create a radio-button question

Use Radio when respondents must select one choice.

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Make a question required

Enable Required and verify public validation before submission.

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Add answer choices and descriptions

Create the option rows used by checkbox or radio questions.

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Edit a survey question

Update text, type, requirement and choice values.

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Remove a survey question

Delete the question and understand the effect on existing survey structure.

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Reorder survey questions

Drag or use the displayed order controls and save question order.

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