Summary
This article walks through starting a brand-new survey from scratch and adding questions to it. If you'd rather start from one of HelloTeam's ready made surveys instead of building your own, see "Surveys: Using Survey Templates."
Users with Users with SURVEYS:MANAGE or SURVEYS:MANAGE_ALL access
Creating a Survey
Go to Surveys > Manage Surveys.
Click 'Add New Survey' to start building a new survey from scratch.
Give the survey a Title and choose the Response type Anonymous or Non Anonymous
Non-anonymous: The name, email and a link to the user profile info will be included with answers for reporting and analysis.
Anonymous: The user identity will remain anonymous and only answers will be received as part of reporting and analysis.
Add your first question using the question builder. For each question you can:
Choose a question type (Multiple Choice, Dropdown, Scale, Matrix Scale, Star Rating, Open Ended, Matrix, Employee Selection, or File Upload
Enter the question text.
Mark the question as Mandatory if participants must answer it before submitting.
Turn on "Not Applicable" if the question shouldn't apply to everyone and participants should be able to skip it explicitly.
Hit Save
Click Add Question to add as many questions as you need. You can reorder questions by dragging them into the order you want them to appear.
As you build the survey, hit Save so your work is saved automatically as a Draft — you can leave and come back to it later from the Drafts tab under Manage Surveys.
